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    • Manual: Management System (CDM+)
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      • 🚧PP 16 This Week at OSHPC
      • PP20 & 21Contributions, Pledges
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Old South Haven Church

PP10 Members OvervieW

🔗PP11 Addresses;  🔗PP12 Individiuals;  🔗PP16  This Week at OSHPC

🛟🙋CDM+ Membership Help
Getting Started with Membership,
Creating and Managing Member Records



PP10 Overview
Authorization
Types of Member Ledger records: Address & Individual
Address records
Individuals records
🔗PP12 Individuals

PP10  Overview

Old South Haven Presbyterian Church

Are people  with

Open Hearts, Open Minds, Anchored in Christ’s Love

  • The Membership module is the heart of OSHPC’s MS (CDM+). “Members” in the context of this module refer not only to formal members of OSHPC but  to all our “OSHPC Contacts” .

    • Functions of the Contributions and Accounting modules access data in the Membership module.  Vendors, Employees, Visitors, and Prospects are tied to address records.  Here are the records for members, friends, visitors, and anyone else we wish to include, such as other church leaders, denominations, and organizations. 

Beyond merely keeping track of names, addresses, and phone numbers, they can be individually assigned to different affinity or distribution groups.  The Membership module contains  personalized information, such as birth, baptism, confirmation, membership transfers,  marriage,  and death dates, in a common, accessible location. 

  • A well-maintained membership (contacts) ledger is vital for the leadership of  OSHPC, as it enables effective communication, organized outreach, and informed decision-making.  The church's subscription to CDM+’s user-friendly online application makes it easier to keep this ledger accurate and accessible. This tool simplifies updates and ensures all information is readily available when needed.  By actively using this program, staff and volunteers can strengthen connections within the congregation and support the church's mission with greater efficiency. 

  • OSHPC currently has no one with the overall responsibility of maintaining the Membership Module.  The Clerk maintains the official Member Rolls.  The Financial Secretary maintains the Giving Ledger.  OSHPC’s aggregate contact information, vital to the church’s outreach and fellowship missions, is not comprehensively maintained.  Perhaps a Membership Secretary should be appointed, perhaps as a member of the Board of Deacons, to maintain the membership ledger.

Authorization

    • Anyone who has been given authorization to access the online OSHPC MS (CDM+) has been given View privileges to the Membership-Contacts module of CDM+.  Those responsible for maintaining the OSHPC records have also been granted Add and Edit privileges.  These  include the Minister*, Clerk*, Treasurer, Financial Secretary, Membership-Contacts Secretary*, Stewardship Chair*-- these people are most likely to be aware of changes in the status of members, friends, and visitors.

* Not currently an authorized user.

Types of Member Ledger records:  Address & Individual

Address records

  • Contain  information  associated with the organizational unit  (e.g., household) of the contact usually at a single physical location (e.g. USPS mailing address)

  • PP11 describes the procedures for maintaining the Address records.

Individuals records

  • Contain specific information about individuals associated with the Address record.

  •  There is often more than one Individual at an Address.

PP12 describes the procedures for maintaining the individuals' records. 

📃

🔗PP11  Member Addresses

🔗PP12  Individuals

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