Contact Management

🗓️ Time / Location

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

Bluegrass B

👤 Trainers

Dean Phelps

📄 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

📁 Related Resources

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