Giving Unit Records in Regional

Giving Unit Records in CDM+ can be connected either to Church Records or Address Records. This allows judicatories to record contributions from congregations as well as from individuals and households. 

To connect a giving unit to a Church Record from the Giving Unit Records window, click Change, then use the Church button in the Address Information section of the Information tab.

A Select Church window will open, allowing you to search for and select the Church Record.