Organizational Chart Introduction
The following charts are designed to represent the major record structures in each program of CDM+. Listed underneath each major record (Parent) structure are its related record (Child) types. When deleting or archiving Parent records from CDM+ the related record (Child) types will also be removed. Note that some records also have related record types that have additional related records tied to them. For example when deleting or archiving out Address Records, all of the record types listed below it will be removed plus all of the related records under Individual Records, Giving Units and Visitation Records.
Some records have soft links related to them. A soft link refers to shared information or reference links tied together. When archiving or deleting records, those records that are soft linked are not deleted or archived. An Employee Record can have a soft link to an Address Record. When an Address Record for an employee is updated, the Employee Information Record is also updated. However, when an Address Record is deleted or archived, the related Employee Information Record will not be removed.
MEMBERSHIP
Address Records
• Address Phones/E-Mail
• Address Groups
• Address Other Information
• Individual Records (also a Parent)
• Giving Units (also a Parent)
• Visitation Records
• Soft Links
• Vendor Records
• Payroll Records
• Customer Records in Accounts Receivable
Individual Records
• Individual Phones/Emails
• Individual Groups
• Individual User Fields
• Pastoral Records
• Visitation Records
• Attendance Records
• Event Registration Records (also a Parent)
• Soft Links
• Giving Unit
Pastoral Records
Visitation Records
Preaching Aids
Media Ministry
ATTENDANCE
Attendance Records
Visitor Records
• Visitor Phones/Emails
• Visitor Groups
• Visitor Followup
• Attendance Records
Attendance History Records
CONTRIBUTIONS
Giving Units
• Groups
• Giving Records
• Estimates/Pledges
Giving Records
• Soft Links
• Memorial Gifts
• Ledger Entries
Giving History Records
Estimate/Pledge Records
MEMORIAL GIFTS
Gift Designee
• Gifts Given
• Gifts Used
Gifts Given
Gifts Used
STATISTICS
Event Statistics
Class Statistics
ACCOUNTING
Accounts Payable
Vendor Records
• Invoices
• Payments
• Recurring Transactions
Purchase Orders
Invoices
Recurring Transactions
Accounts Receivable
Customer Records
• Invoices
• Payments
• Statements
Ledger
Ledger Entries
Bank Reconciliation
Chart of Accounts
Budgets
Payroll
Employee Information
• Payroll Records (also a Parent)
• Pay Items
• Pay Deductions
• Sick/Vacation Time
Payroll Records
• Pay Items
• Pay Deductions
• Soft Link
• Ledger Entries
Other Deductions
Sick/Vacation Time
EVENT REGISTRATION
Event Records
• Activities
• Registration Notices
Registration Records
• Contacts (if camp)
• Other Information
• Activities
• Payments
• Notices
ROOMMATE FACILITIES MANAGER
Events
• Resources (also a Parent)
• Rooms (also a Parent)
• Contacts
• Instances of Events
Resources
• Default Room Assignments
Rooms
• Configurations
Contacts