Roommate

🗓️ Time / Location

Monday, Sep 22 | 9:45-11:00am

Barn

👤 Trainer

Julianne Manning

📄 Class Topics

What is Roommate?

CDM+ Roommate combines an event calendar, resource, and contact manager into one easy-to-use, powerful program.

Uses for Roommate

• Event Calendar

• Staff Schedules

• Volunteer Schedules

• Resource/Inventory Management

• Facility Management

Roommate Master Coding System Options

• Room Configurations

• Departments

• Resource Types

• Roommate User Fields

The Different Records of Roommate

• Room Records

  • Room Details

  • Configurations

  • Resources

  • Connections

• Resource Records

  • Resource Details

  • Default Locations

  • User Fields

  • Connections

• Contact Records

  • Contact Details

  • Connections

System Preferences

• Managing Conflicts

User Preferences

• Sch. Formats

• Room Sort

• Schedule

• Monthly Cal.

• Event Sort

Events Schedule

• Monthly, Weekly, and Daily Views

• Filtering by Department

• Filtering by Room

• Navigation Options

• Saving Views

• Event Inspector

Creating an Event

• Event Details

• Rooms

• Billing

• Notes

• Resources

• Recur Event

  • Standard and Advanced Options

  • Adding or Skipping a date

  • Deleting a recurring event

• Conflicts

Publishing Your Calendar Online

• How to Login to Web Ministry Tools

• How to tie Web Ministry Tools to Roommate

• How to Publish the Department and Rooms that you want

• How to Publish your Calendar to your Website

Roommate Reports

• Monthly Calendar

• Event Custom Listing and Export Options

• Resource Reports

📁 Related Resources

For other resources and related articles over Roommate, check out the Roommate section in the CDM+ Help Center.