Visitor Records

CDM+ provides extensive tracking of visitors to your church and assists in the process of integrating them into the life of your church. The Visitor Records window closely resembles the Address Records window in CDM+ Membership. You add individuals in the same manner. Also note that you have the same Newsletter and Directory checkboxes, as you do with Address Records, making it easy to include visitors in your usual mailings.

The Follow-up tab on the Visitor Records window is unique to visitors. Here you track your contact with visitors after they have come to your church.

The Follow-up tab on the Visitor Records window is unique to visitors. Here you track your contact with visitors after they have come to your church.

This window allows you to set the Mailing Code for the created Address Record, as well as gives you the option to delete the Visitor Record after the transfer is complete.

If you track demographic information on visitors using the Group feature, do not mark “Delete Visitor after transfer”. Instead, mark the visitor as inactive, preventing them from appearing during attendance entry, but still allowing to run comprehensive reports on your visitor’s demographics.