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Archive Process

  1. Prep your database:
    •     Update Giving and Attendance Histories.
    •     In Accounting Ledger: 1) complete Bank Reconciliations clearing ALL appropriate entries;
          2) close all months and years to be archived.
    •     In Membership mark Address and Individual records to be archived with a archive code.
  2. Back up your active CDM+ database.
  3. Decide whether to create a New Archive or to Archive to Existing file.
  4. Select what records to archive.
  5. Check the archive preview and settings.

> File > Archive   

Click the Archive button. Click to select either an existing archive database or create a new archive database. Click OK. If creating a new database, enter the name and click OK.

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