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Contact Management

🗓️ Time / Location

Tuesday, Sep 23 | 11:15 - 12:30

👤 Trainers

📄 Class Topics

Visitation and Pastoral Records

Data privacy
Granting Record Access to Users
Connecting Mobile Devices to Visitation Records

Setting up Notifications to Mobile Devices

Setting Default Access to Visitation and Pastoral Records

Creating Visitation Records and Reminders in the CDM+ Desktop

Creating Visitation Records and Reminders in CDM+ Mobile

Creating Pastoral Records in CDM+ Mobile

For other resources and related articles over Contact Management, check out the Membership and Mobile Individuals sections in the CDM+ Help Center.