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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. 

  1. To connect a giving unit to a Church Record from the Giving Unit Records window, click Change from the left sidebar.

    Giving Unit Record window with change highlighted in the left sidebar.

  2. Then use the Church button in the Address Information section of the Information tab.

    Giving Unity Record window in change mode with Church highlighted in the Address Information pane.

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

    Select church window with a record clicked and Select highlighted in the right sidebar.

  4. Save your changes.

    Giving Unit record with save highlighted in the left sidebar.
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