CDM+ 10.2.0

Released on September 12, 2018

Download links

macOS	Windows
CDM+ 10.2.0.8119 Download for macOS 101 MB	CDM+ 10.2.0.8119 Download for Windows 298 MB

Installation Steps

Step 1: Check system requirements

Check the CDM+ System Requirements to ensure all computers that will run the version version meet system requirements. This is especially important when upgrading between major versions.

Windows XP, Windows Vista, and macOS versions prior to 10.9 are NOT supported.

If using macOS

macOS 10.11 El Capitan is the minimum required version of macOS to run Suran Server. macOS 10.9 and 10.10 can be updated to 10.11 or newer for free using the Mac App Store.

CDM+ 10.2.x WILL NOT run on macOS 11 Big Sur or later. Please review the CDM+ System Requirements for supported versions for your operating system.

If using Data Hosting or SAAS

CDM+ Mobile 1.9 is required to access CDM+ 10.2 databases. CDM+ 10.1 and later are required to take full advantage of CDM+ Mobile 2.x

Step 2: Backup your data

Back up all databases that will be updated to the new version. If you subscribe to CDM+ SAAS or Data Hosting you can contact support to make a backup or simply rely on the nightly backup.

Step 3: Download the installer

Click the link above to download the installer for your platform.

Step 4: Install the new version

Follow the Installing CDM+ guide to install CDM+. This will remove previous versions of CDM+ from your computer.

If you host your own data, you MUST update your database server first. Update CDM+ on your server computer, then launch CDM+. Perform the server upgrade as prompted, then continue the update process normally. This step is NOT REQUIRED if you use CDM+ Data Hosting or SAAS.

Step 5: Update your database(s)

Open CDM+ and update your database(s) to the current version.

Issues resolved in CDM+ 10.2.0

Aatrix

CDM-5604 Story - Add encryption to the Aatrix AUF file

Accounting

CDM-161 Bug - When viewing a bank reconciliation, changing the asset to one without any bank reconciliations does not empty the "cleared items" list
CDM-175 Bug - The default Chart of Account number does not display correctly on Vendor Records
CDM-1145 Bug - Changing a purchase order and reloading a purchase order report does not display the change
CDM-1222 Bug - AP Invoice jump button is grayed out when jumping from Invoice window to Ledger window
CDM-1438 Bug - Searching for numeric check numbers using greater than or less than find entries outside the expected range
CDM-1763 Bug - Monthly Comparison Composite report is not printing the YTD percentage of Budget in all configurations of the report
CDM-2674 Bug - Printed mortgage check from a JE is using the total of the Credits rather than just the asset line
CDM-4245 Bug - When changing the page setup on the Current Account Balances report the date headers do not adjust position properly
CDM-5302 Bug - Account Balance Report brings back the total for the line item prior to the last line item of the report
CDM-5538 Bug - Ledger to Budget report is showing inactive accounts when report is set to show accounts without activity
CDM-5605 Bug - Entry type changes when saving journal entries in multi-add mode
CDM-5671 Bug - Ledger to Budget shows blank activity and difference for budgeted accounts without activity

Accounts Payable

CDM-2477 Bug - Account number disappears after renaming misc vendor
CDM-3095 Bug - Deleting an accrued invoice (by credit card) causes multiple offsetting entries to be added
CDM-5447 Bug - Search for Posting Date and Code on Invoices report causes SQL error

Activation and Serialization

CDM-5668 Story - Activate before upgrading Suran Server

Administration

CDM-4838 Bug - If the database has no saved searches, the Searches tab in Administration does not format correctly
CDM-5556 Story - Ability to allow application users to administer member giving

Archiving

CDM-981 Bug - Archiving Address Records using an advanced find on a user-defined group does not delete the Address Record from the source database
CDM-2475 Bug - Archive utility for COG churches should not include treasurer reports

Attendance

CDM-2145 Bug - Membership status isn't printing on Attendance directories
CDM-4981 Bug - Adding baptism date to a Missing Custom Listing causes an error

Backup/Restore

CDM-5642 Story - Update the backup routine with better logging

Chaplaincy

CDM-5474 Bug - Ecclesiastical Endorsement Application PDF is scrambled

Check-In/Check-Out

CDM-1357 Bug - Birth Date field is not printing on CICO labels
CDM-1696 Bug - Individual Other Field type of 'Number (0 Decimals) does not populate in Check-in validation window
CDM-3301 Bug - Creating event with special characters makes a "false" word appear
CDM-5548 Bug - CICO visitor record labels are printing blank
CDM-5579 Bug - Check-In reports print with a label outline
CDM-5594 Bug - Deleting individuals does not delete linked check-in records

Connections

CDM-5373 Story - Eliminate the extra spacer when adding a connection

Contributions

CDM-392 Bug - Giving Custom Listing that includes non-givers does not respect the user's sort option for non-givers
CDM-429 Bug - The Daily Report of Contributions does not show line item memorial/notes if there are no detail giving fund columns selected
CDM-686 Bug - Contribution Statement Line is not in the list of reports when clicking on 'Print' button from Contribution Maintenance window.
CDM-1011 Bug - The Contributions History Comparison report does not use the custom giving fund sort order
CDM-1112 Bug - The Recurring Contribution Listing report can overflow text
CDM-1126 Bug - When adding a giving unit while adding an address record, all individuals will be assigned to the new giving unit
CDM-1291 Bug - When Giving Funds names are long, the amount given is not printing on the Daily Report of Giving report
CDM-1340 Bug - When printing the Daily Report of Giving from Batch Contributions and paging by batch, the batch appears twice at the top of the report
CDM-1397 Bug - Pledge Email Notice ignores pledges for giving units without an address email
CDM-3236 Bug - Running the Actual vs. Pledge report with an advanced find that queries the giving fund produces an error
CDM-4714 Bug - Default Giving Fund may not save correctly
CDM-4860 Bug - Contribution Statements - The Header "Name" will not print according to the Alignment Option selected.
CDM-4861 Bug - Limiting Detail Contributions by a giving unit code containing a forward slash does not produce the correct results
CDM-5251 Bug - Recurring contributions are not loading in Batch Contributions appropriately
CDM-5475 Bug - Recurring Contributions Listing is mis-spelled
CDM-5508 Bug - Do not insert record into fgStewardshipTechnologiesTransaction if contribution is from a Text Giving Guest gift
CDM-5543 Bug - Contribution Statement report is showing the table header even on pages where it is not needed
CDM-5582 Bug - Once the Statement Header is aligned left it does not respond to any adjustments in alignment
CDM-5607 Bug - Add Giver can create duplicate Giving Units when a user creates a new Address record
CDM-5616 Bug - Daily Report of Contributions is not providing the Type or Giving Fund breakdowns for Clipboard or Text File printing options
CDM-5648 Bug - Adding Address: Individual Names to the results list on Giving Unit Information does not display the individual names until the find is re-executed
CDM-5650 Bug - Recurring Contributions Listing doesn't page by source properly
CDM-5651 Bug - Recurring Contributions generated online don't display the gift summary
CDM-5665 Bug - Long giving fund descriptions do not wrap on the Recurring Contributions Listing
CDM-292 Story - Include online gifts on the Recurring Contributions Listing reports
CDM-5552 Story - Add heading and All/Clear buttons to list of sources on Recurring Contributions Listing window

Custom Listing

CDM-4940 Bug - Activity Custom Listing does not subtotal quantity
CDM-5007 Bug - Blank columns aren't showing properly on custom listings
CDM-5632 Bug - Address Custom Listing can generate SQL error
CDM-5656 Bug - Deleting an export/custom list set causes the report window to show no sets
CDM-5490 Story - Add intelligent sorts to Custom Reports and Exports
CDM-5551 Story - Activate the Pledge Billing Statement customization for UID 11579

DOC Church

CDM-5547 Bug - Adding Email Address to Church Record produces duplicate giving code error

DOC Ministers

CDM-4486 Bug - CPE details may overprint on the Minister Profile
CDM-4633 Bug - Minister Directory searches incorrectly return no results
CDM-4648 Bug - In DOC regional databases, Ministerial Changes tab should be handled like DOC Minister tab
CDM-5254 Bug - In DOC General, attempting to create a duplicate Church tab entry generates SQL error
CDM-5658 Bug - Deleting a doc.minister generates a SQL error

DOC Regional Ministry Positions

CDM-5534 Bug - DOC Regional Ministry Positions are missing a record frame icon

Database Browser

CDM-5627 Bug - Upgrading Suran Server from v2 to v4 on macOS doesn't remove the scheduler job
CDM-5629 Bug - Suran Server v4 won't install on Windows 7
CDM-5644 Bug - Upgrading Suran Server will fail if databases have path separators in their description
CDM-5669 Bug - Cannot connect to Suran Server v4 from a client
CDM-5379 Story - Require macOS 10.11 or later when installing Suran Server
CDM-5562 Story - Database Browser does not redraw correctly after stopping server
CDM-5563 Story - Database Browser does not redraw correctly after removing server
CDM-5583 Story - After installing Suran Server, re-apply ACLs for an existing backup path
CDM-5626 Story - Display a progress count when backing up and restoring databases for a server upgrade
CDM-5675 Story - When resetting the automatic backup permissions on a server install fails, don't roll back the install

Database Integrity

CDM-5598 Story - Add a function to clean invalid foreign keys
CDM-5609 Story - Enhance cascading deletes to handle tables with fk's and fk_tables.

Direct Deposit

CDM-5595 Bug - Opening Payroll Direct Deposit Processing causes the program to crash

Engage

CDM-5516 Epic - Administer Member Giving
CDM-5524 Story - Link a user to individual and identify them as being a giving admin
CDM-5525 Story - Add an Online Giving tab to Giving Unit Records
CDM-5585 Story - Database function that returns a link to Engage Giving for an individual
CDM-5647 Story - Allow creating an Engage Account from Individual Records

Error Reporting

CDM-5619 Bug - Feedbacks aren't sending from 10.2

Event Registration

CDM-849 Bug - Deleting a registration with payments made via Web Ministry Tools will lock the program
CDM-1851 Bug - Master List Detail not showing Fees
CDM-5287 Bug - Registration export can generate a SQL error
CDM-5484 Bug - Balance on Registration Entry Payment tab is not displaying correct value when moving between records

Finds

CDM-957 Bug - Selecting the Type find field for User Fields does not provide a comparison or criterion field
CDM-1002 Bug - Performing a find on a character value containing a backslash requires you to escape the backslash
CDM-1420 Bug - Individual Custom Listing report is showing Visitation Records in the drop-down for the related records "Address Individual Records" field
CDM-4639 Bug - When deleting a phone or email type, the type remains searchable until the user logs out
CDM-5369 Bug - Including a backslash in find criteria can generate an error
CDM-5610 Bug - Individual Custom Listing with an Advanced Search is causing a SQL error
CDM-5638 Bug - Primary search fields in DOC General display DOC regional fields
CDM-5641 Bug - Search on Check Number in Ledger Entries causes SQL error
CDM-5661 Bug - Load/Save Report doesn't save Advanced Settings

Girls Club Reports

CDM-4149 Bug - The Total column of the Girls Club Point Summary is not summing Club and Bonus points

Groups

CDM-4056 Bug - Copying group assignments removed some assignments from the source group
CDM-5416 Bug - Church Position of Senior Pastors is showing anyone who has been a pastor
CDM-5499 Bug - Regional version of Mobile is showing Church Position with same position displayed multiple times

Installers

CDM-5426 Bug - CDM+.exe file does not install properly on Windows
CDM-5561 Bug - Mac installer does not set ownership on Application Support/Suran

Investments

CDM-4103 Bug - Unable to edit an Investment Withdrawal
CDM-5657 Bug - Closing out an Investor in Investments creates check but does not update Investor record

Investor's Heritage

CDM-5434 Story - Remove the logo from Investors Heritage Statements
CDM-5526 Story - Print annual payment statements properly

Ledger

CDM-2630 Bug - Attempting to void an entry with an offset in a closed period will not mark the original entry voided
CDM-3513 Bug - Ledger Entry window Source is not listed in Configure drop-down menus
CDM-5545 Bug - Ledger to Budget report is printing some account descriptions blank
CDM-5576 Bug - Contribution type on ledger window allows for new check to overwrite the entry
CDM-5584 Bug - Check Listing Report isn't sorting by check number
CDM-5615 Bug - Ledger to Budget is not printing accounts that have a budgeted line item but no activity on it

CDM-5257 Bug - Hosting password contains a percent sign and will not allow connection to database
CDM-5549 Bug - SQL Error when updating a 10.2 database
CDM-5664 Bug - User presented with "Unable to connect to last database" after transfer from v3 to v4 hosting server

Master Coding System

CDM-4640 Bug - Email and Phone types can be deleted from Master Coding System without warning
CDM-5485 Bug - User Field sets aren't alphabetized in the Master Coding System
CDM-5577 Bug - Code usage statistics not displayed correctly after adding a new code
CDM-5611 Bug - Master Coding System window does not close if there are unsaved changes when clicking the close button

Membership

CDM-432 Bug - Birthdate field will not allow entry of birth year if 2/29 is entered into month and day fields.
CDM-1096 Bug - Allow copying members from a built-in group in list maintenance to any other group type
CDM-1958 Bug - Using an advanced find against address fields on Individual Other Information Maintenance can cause a SQL error
CDM-2997 Bug - Address Yearbook Directory does not print anything but a column of letters when using Window Results
CDM-3032 Bug - Adding records through the Grid in Address Records (Add Rows function) is not saving the created records
CDM-4333 Bug - The Divider Line on Address Yearbook report does not print for items on the bottom half of the page
CDM-4347 Bug - User receives SQL error when saving a mass edit in the Grid
CDM-4518 Bug - Printing to screen on pastoral record more than 40k long will look strange.
CDM-4547 Bug - Cannot add item/field to Address Yearbook directory
CDM-4728 Bug - The Birthdates by Month report doesn't always provide sensible headers when paging by group
CDM-4889 Bug - Printing an Individual Yearbook Directory using an individual user-defined group excludes all but one individual in the individuals field
CDM-4987 Bug - On Visitation Records, user cannot scroll access and reminder user lists unless they are in change mode
CDM-5024 Bug - Pastoral/Visitation Access tab remains when selecting non-owned record
CDM-5355 Bug - Email Addresses Phones don't print on Name Badges
CDM-5365 Bug - Print Address yearbook to screen prints each record on top of each other
CDM-5376 Bug - Address Yearbook Directory title overlaps divider bar
CDM-5482 Bug - The vertical divider is missing on the Individual Records Personal tab
CDM-5486 Bug - Individual Yearbook Directory report showing no results after attempting to print with no format selected
CDM-5592 Bug - Individual Phones/Email report will not print to PDF in Windows
CDM-5612 Bug - Save address Directory to text ,open in excel and it has numbers in front of the address line
CDM-5628 Bug - Checking 'Visitor receives directory checked' on an Address Export causes SQL error
CDM-5635 Bug - Formatting Other Phones for Yearbook Directory does not honor terms

Memorial Gifts

CDM-1642 Bug - User receives a SQL error when 'In Memory/Honor' field is used in a custom list set
CDM-5667 Bug - Address fields cannot be modified after unlinking a Memorial Gift Given from an Address Record

Minister Reports

CDM-5606 Bug - Unable to import COG Treasurers & Ministers Reports
CDM-5154 Story - Restore the Minister Report Form report for Imported Minister Reports

Mobile Provisioning

CDM-5633 Bug - Adding a mobile provision in 10.2 generates a duplicate ID error

Notices

CDM-1953 Bug - Embeddable photo fields are missing for address and individual notices
CDM-5515 Bug - Sent notices from on-line registrations are showing wrong date in CDM+
CDM-5618 Bug - Inviting a minister to search and call on Windows produced disconnected error

Omnis

CDM-5507 Story - Update to Studio 8.1.6

Payroll

CDM-102 Bug - Changing the paid date in Calculate Regular Payroll does not reset the Exists flag
CDM-1006 Bug - Changing the marital status on an employee without any payroll prompts you to update the marital status on existing payroll
CDM-1457 Bug - Change the Payroll Setup-Checks-Items Settings to adjust the column placement based on available width to prevent columns from not printing on the check
CDM-1563 Bug - The default Pay Setup tab from Payroll Setup is not populating on new employees
CDM-3156 Bug - Auto-draw payroll checks print in a different order than the window sort
CDM-3729 Bug - Canceling printing Payroll Check will still post the payroll
CDM-4059 Bug - Composite mode of Post Payroll (Print to Screen or Printer) does not work
CDM-4140 Bug - The payroll direct deposit posting report is missing footer data
CDM-4440 Bug - When posting payroll for different employees with the same check number, only the first payroll posts
CDM-4922 Bug - When writing checks the user is still prompted for a print location and is able to post the check when there are no check formats.
CDM-5025 Bug - User may not be able to set fixed withholding for Federal or State tax
CDM-5299 Bug - Deduction Detail report is not printing the names of the employees after it prints the first name
CDM-5360 Bug - The report title on the Payroll Period Detail does not reflect the proper Report Title
CDM-5422 Bug - Payroll ACH file does not include payer routing, account, and EIN data
CDM-5456 Bug - Un-linking an Employee record from an address doesn't enable the street address fields
CDM-5614 Bug - Employee's name does not print on Employee Period Summary when pulled from view payroll
CDM-5666 Bug - Attempting to update check number of Payroll Check entry causes SQL error

Phones/Emails

CDM-4830 Bug - An error can occur adding a phone or email
CDM-4850 Bug - Attempting to save an invalid email address can produce an error
CDM-5481 Bug - Phones and emails tab do not adjust the Number/Address column heading

Posting

CDM-4095 Bug - Showing the preview for Deposits and Loan Payments Posting prevents deleting any payment included in the posting
CDM-4993 Bug - Investment Deposits and Loan Payments Posting Report is printing black bar between search description and first line of report

Preferences

CDM-5634 Bug - Changes to Preferences may not take affect until the next time the user logs in.

Record Frame

CDM-1503 Bug - Record frame windows aren't recalling their sort
CDM-4487 Bug - A SQL error can occur when saving a record frame change
CDM-5010 Bug - Opening the grid in Individual Records causes the program to hang
CDM-5158 Bug - Finding against employee marital status with no code selected generates a SQL error
CDM-5249 Bug - Use the enter key to trigger a save doesn't work from an exploded window
CDM-5378 Bug - The record frame descriptions wraps text unnecessarily
CDM-5413 Bug - Record Frame does not load with the correct results when configured to open with the last find results and the last find was "Show All"
CDM-5459 Bug - Opening Select Records when there is no default search does not apply the filter on next standard search
CDM-5529 Bug - Contribution Maint screen, Total contribution amount is not right justified
CDM-5554 Bug - Searches button can cause Omnis error
CDM-5600 Story - Add a fail-fast when inserting results list preferences

Regional

CDM-846 Bug - Printing Church Labels/Envelopes using an advanced find only does not include the selected positions
CDM-847 Bug - Selecting positions for the Attention line on Church Labels/Envelopes restricts which churches appear in the results
CDM-1715 Bug - Paging by District (region) on the COG Church Directory report does not work the first print run
CDM-4572 Bug - The group dropdown list for Church Email Notices contains more than church group types
CDM-4946 Bug - Church may not appear on address records in regional
CDM-2106 Story - Create Church Position Labels

Report Frame

CDM-1625 Bug - Printing a report to the clipboard or a file omits lines with bold content
CDM-3451 Bug - Printing the Congregations in Process report can produce an error "Cannot end print job when print job not started"
CDM-3604 Bug - Saving a report setup generated a SQL error
CDM-4502 Bug - Email > More Options, resizing window can create visual inconsistencies
CDM-4725 Bug - Load/Save Report does not consistently load or replace settings
CDM-5135 Bug - Printing from a record frame window omits the search description option
CDM-5414 Bug - Revert to Defaults does not reset left margin
CDM-5425 Bug - Printing name badges can produce a divide by zero error
CDM-3574 Story - Prompt the user to confirm loading report defaults

Roommate

CDM-651 Bug - Roommate is showing a reoccurring all-day event as one big continuous event
CDM-937 Bug - User Fields are not showing in Resource Custom Listing report
CDM-986 Bug - Conflicts in Roommate with recurring events display the original date

Search and Call

CDM-5654 Bug - Publishing a SAC profile will delete references

Search and Call Flagging

CDM-4507 Bug - The Flagged Minister Report does not page correctly by congregation
CDM-4958 Bug - Mark Ministers will reset status of existing flags

Search and Call Regional

CDM-4562 Bug - The Out of Circulation Date parameter on the Minister Profile report will never generate search results for a DOC region.

Setup Assistant

CDM-2234 Bug - Switching from a demo account to a hosted account does not connect the host account properly

Suran Omnis Framework

CDM-2019 Bug - When clicking out of a dropped combo box without selecting a new line, do not clear the list dataname
CDM-5372 Bug - Entering a new code into a dropped combo box does not prompt to add the code
CDM-5431 Bug - Contribution saved after reconnect reverts reference number to 1
CDM-5663 Bug - The program can attempt to insert a duplicate ID
CDM-5384 Story - Eliminate transaction control in integration tests
CDM-5385 Story - Replace native Omnis messages with toMessage calls
CDM-5390 Story - Replace DELETE FROM test code with TRUNCATE
CDM-5391 Story - Replace explicit trigger ENABLE/DISABLE call with SOF methods
CDM-5392 Story - Replace test helper methods with the mocker
CDM-5402 Story - Rename $DefaultSettings to $defaultSettings
CDM-5405 Story - Convert special function methods to be protected and alphabetize them
CDM-5531 Story - When opening a message that's attached to a window instance, bring the window instance to the front
CDM-5603 Story - Enable encryption for self-hosted databases on Suran Server v4

Tax Forms

CDM-5602 Bug - Importing tax tables doesn't close the import window

Treasurer Reports

CDM-62 Bug - When printing a TR from the TR Process window, the treasurer information is defaulting to salutation of 'Mr.' and it is not including the first name of the treasurer.
CDM-4931 Bug - Unable to search 'Training and Development' under the 'Education' tab in COG individual records
CDM-4984 Bug - Miscellaneous Income Summary will include Giving Funds that are like ABC/Income Account Name when they include a Giving Fund that is like /Income Account Name
CDM-5558 Bug - The text file in Treasurers Statistic Report is blank
CDM-5643 Bug - Entering Treasurer Report can cause SQL error

Updating

CDM-4253 Bug - The login window can prompt to update a database to an older version
CDM-5588 Bug - An error can occur updating a 9.1r19.3402 to 10.2
CDM-5597 Bug - Updating CDM+ on Windows produces an error replacing libraries
CDM-5622 Bug - Updating CDM+ can produce an error loading the field manager
CDM-5625 Bug - Updating UID 5314 to 10.2.0.8056 produced an error
CDM-5637 Bug - Updating build 7950 to 10.2 causes SQL error on v3 hosting
CDM-5639 Bug - Update to 8056 fails on email address containing slash when no such email exists in the database
CDM-5674 Bug - The initial update on a v4 server can corrupt tax tables
CDM-3407 Story - Redesign the manual upgrade warning
CDM-4215 Story - When notifying a user there is a web update available, warn them they will need an administrator to install it if the user doesn't have update permissions

User Customizations

CDM-5537 Bug - State Wage and Withholding report txt file is blank

User Fields

CDM-5446 Bug - Number (2 decimal places) does not hold entered data in Individual User Field Maintenance
CDM-5546 Bug - User fields in Resources does not give you the Load option
CDM-5670 Bug - User Fields tab fetches binary data whether or not the user requests a specific file
CDM-5477 Story - Add a sidebar to User Field Maintenance

Women's Reports

CDM-5553 Bug - (Windows only) Women's Report Record window will change sort order when selecting a different record