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CDM+ 11.0.0

Released on November 12, 2019


Download for macOS
218 MB

Download for Windows
393 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.

If using macOS

macOS 10.13 High Sierra is the minimum required version of macOS to run CDM+ 11.0.x. macOS 10.13 or later can be installed on any Mac released from 2010 or later using the App Store.

CDM+ 11.0.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 2.2 or later is required to access CDM+ 11.0.x databases.

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. 

Step 5: Update your database(s)

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

Issues resolved in CDM+ 11.0.0


  • CDM-6969 Bug - The 941 for 3rd Quarter 2019 is putting a negative in front of the amount on line 12
  • CDM-7006 Bug - Error generating 941 Aatrix form
  • CDM-5982 Story - Remove comments from the AUF
  • CDM-6113 Story - Ensure a user is an administrator before installing Aatrix and fail gracefully if they're not
  • CDM-6531 Story - Use the Aatrix Forms Viewer 64-bit beta
  • CDM-6884 Story - Use the 64-bit Aatrix Viewer for all users on Mac
  • CDM-6960 Story - Use the Windows forms.txt URL on macOS


  • CDM-6132 Bug - Opening Deposit Processing creates an Omnis error
  • CDM-6158 Bug - Size and position of Deposit Processing window is not recalled
  • CDM-6338 Bug - Saving a particular accrued invoice causes program to hang
  • CDM-6354 Bug - Account Balances report does not sort as expected
  • CDM-6364 Bug - Marking a Deposit for Processing causes a SQL Error
  • CDM-6394 Bug - Opening Ledger Entry window causes a SQL Error
  • CDM-6399 Bug - Bank Reconciliation window does not always reload bank recs when selecting an account
  • CDM-6504 Bug - The menu name and the window title name for Close/Open periods is different
  • CDM-6658 Bug - Over/Under totals show on the Monthly Comparison report for hidden columns
  • CDM-6683 Bug - Ledger to Budget does not display the Over/Under correctly if you have the Page by Fund selected
  • CDM-6686 Bug - Monthly Comparison Report is not printing the prior YTD column.
  • CDM-6709 Bug - Prior Year Total when checked 4th or 7th does not produce the correct data in Monthly Comparison
  • CDM-6771 Bug - Range Comparison report shows average even when the setting is not checked
  • CDM-6837 Bug - Budget Comparison report does not seem to have a composite view
  • CDM-6924 Bug - Going from Deposit Entry to Check Entry doesn't set Start field
  • CDM-6943 Bug - When opening a year, the window redraws excessively
  • CDM-6963 Bug - Not all of the accounting reports are showing up in the accounting window
  • CDM-6976 Bug - Cannot see the numbers for the last check used in Accounting Setup
  • CDM-6978 Bug - The difference line does not always print on the Balance Sheet 
  • CDM-7015 Bug - Modify Bank Reconciliations is missing a date picker for the end date
  • CDM-928 Story - Prevent creating ledger entries using an inactive account
  • CDM-934 Story - When typing in a number to select a chart of account, ignore inactive accounts
  • CDM-1701 Story - Allow directly entering chart of accounts with a period character
  • CDM-2956 Story - When finding a chart of account by number, look for an exact match first
  • CDM-3902 Story - Only allow closing periods through today
  • CDM-6258 Story - Expose the Quarterly Comparison report as a standard report
  • CDM-6501 Story - Hide inactive assets from the Bank Rec list of assets
  • CDM-6524 Story - Add fk validation and cascading deletes to faacctpayablerecur for favendor_id
  • CDM-6563 Story - Move some items from Ledger menu to Accounting menu
  • CDM-6758 Story - Reorganize the Ledger Reports menu
  • CDM-6789 Story - Reorganize Ledger Balance Reports Menu
  • CDM-6802 Story - Remove the Ledger Reports -> Listings and Exports menu line
  • CDM-6803 Story - Rearrange the Ledger Reports -> Comparison menu lines

Accounts Payable

  • CDM-6084 Bug - Error "AP entry cannot have a check grouping without a payment"
  • CDM-6092 Bug - Creating Invoices from Recurring creates Individual Invoice Lines based on the number of lines on the Recurring Invoice
  • CDM-6295 Bug - AP Posting Report is not including cents on report
  • CDM-6345 Bug - Write Checks opens even though no checks have been paid but not posted nor invoices marked for payment
  • CDM-6570 Bug - Purchase Order Records window title is not the same as the menu item
  • CDM-6572 Bug - 1099 Tax Form window title is not the same as the menu item
  • CDM-7005 Bug - Cannot save an AP Invoice
  • CDM-3276 Story - Allow accruing multiple invoices for the Invoice record frame
  • CDM-6435 Story - Change the title of the invoice and payments windows to include their submodule

Accounts Receivable

  • CDM-6013 Bug - Apply First to Invoice field remains populated after changing customers
  • CDM-6069 Bug - Cannot create new customer if user fields are added
  • CDM-6094 Bug - Error attempting to save new customer record
  • CDM-6124 Bug - Invoices posted from Roommate won't print on the invoice report
  • CDM-6147 Bug - Jumping from individuals to customer generates an error
  • CDM-6221 Bug - Adding a group when adding a customer causes an error
  • CDM-6235 Bug - Cannot create a one-day statement
  • CDM-6254 Bug - Clicking the Statements button on the Accounting toolbar doesn't do anything
  • CDM-6255 Bug - Aging Invoices report not calculating correctly
  • CDM-6286 Bug - Cannot select a customer in AR Payments
  • CDM-6325 Bug - Clicking 'Select Address' on a Customer Record causes a SQL Error
  • CDM-6341 Bug - Entered Date and Posted to Ledger Date are affected when you increase the size of the Accounts Receivable Payment Records window
  • CDM-6359 Bug - AR Payments shows Change and Delete options when the invoice/payment is in a Statement date range
  • CDM-6381 Bug - The cursor when using Multi-Add in Accounts Receivable Payments window is placed in the last field used rather than in the Customer field
  • CDM-6384 Bug - Unable to add accounts receivable invoices
  • CDM-6390 Bug - An added Accounts Receivable Payment shows up twice in Results List
  • CDM-6439 Bug - Invoice Late Charges menu item is inconsistent with opened window name
  • CDM-6503 Bug - Ledger Reference in Invoice Detail is not properly set when posting
  • CDM-6536 Bug - Finding against individual names generates an error
  • CDM-6573 Bug - Recurring Invoices window title is not the same as the menu item
  • CDM-6574 Bug - Recurring Invoices Custom Listing and Exports window title is -14
  • CDM-6583 Bug - Saved report names are seen as duplicates between Detail Statements and Email Statements in Accounts Receivable
  • CDM-6648 Bug - Delete is not an option for a unposted AR invoice
  • CDM-6692 Bug - Recurring Accounts Receive Invoice setup doesn't allow long descriptions
  • CDM-6787 Bug - Adding an Individual Customer link generates a SQL error
  • CDM-6788 Bug - Fields in AR Payment window are going off the page
  • CDM-6835 Bug - Clicking 'Refresh' on Advanced Search window produces a SQL Error in Customer Custom Listing and Export report
  • CDM-6841 Bug - User groups are missing as results columns on Customer Records
  • CDM-6858 Bug - Cursor does not start in date in AR Invoices
  • CDM-6859 Bug - Clicking through line items is not adding a new line in AR Invoices
  • CDM-6860 Bug - Account number automatically generates in new line item in AR Invoices
  • CDM-6868 Bug - The Accounts Receivable Aging report is slow
  • CDM-6869 Bug - Customer Composite Aging Invoices don't display the correct amounts
  • CDM-6899 Bug - A/R Invoice Entry tabbing is not correct
  • CDM-6922 Bug - Email Receivables Statements shows individual notices
  • CDM-6996 Bug - Statement message does not print on Detail Statement report
  • CDM-2102 Epic - Roommate Billing
  • CDM-1057 Story - Ability to email Accounts Receivable Statements
  • CDM-1635 Story - Add Groups to Customer Records
  • CDM-4083 Story - Add User Fields to Customer Records
  • CDM-4138 Story - Add the Show Invoice Detail option to the Statements report
  • CDM-5790 Story - Ability to link Customer Records to Individuals
  • CDM-5963 Story - Add a source to Accounts Receivable payments
  • CDM-6014 Story - Add Account Schedule GUID to AR Payments
  • CDM-6015 Story - Ability to process AR Payments from Deposit Processing
  • CDM-6116 Story - Add an empty list message to the Individuals tab on Customer Records
  • CDM-6148 Story - Ability to search customer lookup by customer name
  • CDM-6149 Story - Make exact match on customer codes standard
  • CDM-6174 Story - Exclude payments from Engage when posting payments
  • CDM-6237 Story - Remove the quantity and cost from the detail statement report if 0 or 1
  • CDM-6238 Story - Add a button to print a detail statement from the expanded customer lookup
  • CDM-6312 Story - Re-work posting AR payments to not use window level events
  • CDM-6330 Story - Ability to set a start date for recurring Accounts Receivable invoices
  • CDM-6346 Story - Prevent creating Accounts Receivable Invoices and Payments on a date where a statement exists
  • CDM-6348 Story - Delete the Reset AR Statements special function
  • CDM-6349 Story - Remove "Accounts Receivable" from Customer Go actions
  • CDM-6363 Story - Expose the ledger reference number on Accounts Receivable Invoices 
  • CDM-6418 Story - Add a message option to Accounts Receivable Statements
  • CDM-6433 Story - Redesign Accounts Receivable Invoice Records Invoice Tab
  • CDM-6436 Story - Redesign Accounts Receivable Payment Records Payments Tab
  • CDM-6437 Story - Rename the Payments tab on Accounts Receivable Payment Records to Payment
  • CDM-6507 Story - Linked Individuals field on customers
  • CDM-6676 Story - Change Pay Types Field in Payment Summary to be a Check List All Select Smart Field
  • CDM-6722 Story - Prevent creating recurring invoices for inactive customers 
  • CDM-6735 Story - When adding the first Recurring Invoice on Customer Records set the current field to account number
  • CDM-6792 Story - Prevent changing the total amount or the customer on Accounts Receivable Invoices generated from Roommate
  • CDM-6796 Story - Update Customer Individual tab to use a URL style button to add/remove individuals
  • CDM-6871 Story - Add credit balances to the Aging Invoice reports


  • CDM-6938 Bug - Selecting a different user in Administration prompts to save when there are no changes
  • CDM-6981 Bug - Users have access to program areas they don't have permissions for
  • CDM-7017 Bug - Sets under Administration does not size to fit
  • CDM-744 Story - Change the terminology used when disconnecting a user from the logged-in user window
  • CDM-3669 Story - Set the {{}} when logging on to the database
  • CDM-6460 Story - Ability to edit notice ownership from Administration


  • CDM-6106 Bug - Restoring from an Archived database and gets the following message: "fgwindowPreferences cannot contain a blank key"
  • CDM-6310 Bug - Archiving individual group assignments fails


  • CDM-6544 Bug - When adding attendance under Visitor Record window, there is no calendar icon to select by Date field
  • CDM-6591 Bug - Printing Attendance by Individual with 'Do not print by code' selected causes an error
  • CDM-6595 Bug - Attendance reports print individuals marked as Do Not Print when no status code is selected.
  • CDM-6623 Bug - Printing Attendance Visitor Custom Listing and Export report produces an error
  • CDM-6706 Bug - Simple Find in Visitor Address Records causes SQL Error
  • CDM-6865 Bug - Opening Visitor Address Record window causes errors
  • CDM-7016 Bug - Printing an Attendance Membership Custom Listing and Export without a class/group/event selected shows a blank OK message

Audit Logs

  • CDM-6556 Bug - Get a SQL Error when I click on one of the Audit Log update lines in Payroll Records
  • CDM-6741 Bug - Clicking on Update under Record tab gives a SQL Error
  • CDM-6827 Bug - Changes to Membership Codes do not display correctly in audit logs
  • CDM-3366 Story - Log all activity to a common audit trail
  • CDM-6546 Story - Index audit logs
  • CDM-6547 Story - Don't insert audit logs for updates when the old and new row are the same


  • CDM-6927 Bug - Phone and Email types do not show up as available validation fields in CICO Event Records
  • CDM-6931 Bug - Staffed Check-in Options shows the wrong text when no groups are selected on the event

COG Awards

  • CDM-6252 Bug - SQL error when clicking on awards setup tab in church records
  • CDM-6351 Bug - The Girls Clubs Awards Bonus window is blank

COG Regional

  • CDM-6442 Bug - Updating COG Regional Database to CDM+ 11 causes the loss of existing Custom Sets for Church Position Custom Listing report
  • CDM-6580 Bug - Entering an invalid routing number under the ACH tab of Church Records produces an error
  • CDM-6630 Bug - The ACH Enabled slider on Church Reports is enabled in view mode
  • CDM-6696 Bug - Minister reports are missing from the Print window from Minister Report Records
  • CDM-6743 Bug - Corrections are needed on the COG Minister Monthly Report Form
  • CDM-6870 Bug - Individual COG Personal2 tab does not center horizontally
  • CDM-6968 Bug - COG Church Directory - Group Choices are missing under Search

COG Voting

  • CDM-3481 Story - Create a dedicated table for manual voting session assignments

Chart of Accounts

  • CDM-6153 Bug - Account Usage window shows code string instead of plural term for giving fund
  • CDM-4141 Story - Hide inactive accounts in the multiple account selector

Check Scanner

  • CDM-6961 Bug - Checks won't scan in CDM+ 11 on macOS


  • CDM-6264 Bug - CDM+ won't switch printers for non-Dymo devices during check-in
  • CDM-6577 Bug - Check-in/Check-out Log menu item name is not the same as the window title
  • CDM-6578 Bug - Current Check-in/Check-out Log menu name is different from window name
  • CDM-6609 Bug - Clicking 'Print' button from CICO Event Records window produces 'There are no reports available to print.'
  • CDM-6163 Story - Add Check-In records as a related record for Check-In Check-Out Events


  • CDM-6581 Bug - Connections window showing -14 for selected record frame windows
  • CDM-6656 Bug - When adding a connection the record selection sidebar has no options


  • CDM-6045 Bug - Adding a giving unit from Batch Contributions does not link individuals to the giving unit
  • CDM-6053 Bug - The Giving Fund Set report has visual issues
  • CDM-6105 Bug - Selecting a Canadian Receipt does not refresh details
  • CDM-6245 Bug - Generating a Canadian Receipts produces SQL error
  • CDM-6260 Bug - Clicking 'Restore Records' during the deletion process of a posted contribution record produces an error
  • CDM-6279 Bug - Contribution Maintenance window menu bar shows a -14
  • CDM-6282 Bug - Payroll and Giving Unit managers are not initialized when logging in to the program
  • CDM-6297 Bug - Changing the find field on Giving Unit Record simple find does not change the find criteria
  • CDM-6298 Bug - Contribution Custom Listing report Clipboard or Text File is not parsing fields properly
  • CDM-6307 Bug - Less than or equal to modifier is not showing in Giving Unit Record window
  • CDM-6328 Bug - The check number field does not appear in Batch Contributions entry when selecting Check payment type in Windows
  • CDM-6335 Bug - Actual vs Pledge report generates an error with specific search setup
  • CDM-6344 Bug - Clicking Load in Batch Contribution Entry causes error
  • CDM-6365 Bug - Contribution Export Report - List Results are not correct
  • CDM-6446 Bug - Menu item 'Online Contribution Notice Records' should be changed to 'Online Contribution Notice' or 'Online Contribution Notice Report'
  • CDM-6530 Bug - Attempting to print Contribution Custom Listing report causes a SQL Error
  • CDM-6567 Bug - Report title for Lagging Giving Units menu item is Lagging Givers
  • CDM-6568 Bug - Address Giving Unit Check menu item is not the same as the report title
  • CDM-6569 Bug - The Available Giving Unit Codes window title does not match the menu name.
  • CDM-6594 Bug - Extra line with the total amount is showing on the bottom of the Canadian Receipt
  • CDM-6619 Bug - The word 'Contribution' is cut off under Batches tab of Daily Report of Contributions
  • CDM-6631 Bug - Changing a contribution that is pending posting requires a deposit date
  • CDM-6632 Bug - Deposit and Contribution date fields are enabled in view mode on Contribution Records
  • CDM-6695 Bug - Entering asset number to the first item in Modify Batches will add the same asset number to all listed batches when you click Save
  • CDM-6798 Bug - Deposit Processing hangs when working with accounts that have a lot of activity
  • CDM-6907 Bug - Mis-spelling on Contribution Giving Statement Report file save dialog window
  • CDM-6936 Bug - The note at the top of the Giving Funds window is missing spaces
  • CDM-6986 Bug - Batch Contributions Entry does not save the headed list box column sizes when closing
  • CDM-7025 Bug - Batch Contributions Entry window does not show 'Customize List Display' and the number of contributions under the Givers list box.
  • CDM-7029 Bug - When in adding multiple entries in Batch Contributions entry, an entered Memo and the Giver information does not clear out upon saving
  • CDM-7034 Bug - When attempting to attach an address record to a Giving Unit Record, a SQL Error occurs
  • CDM-4452 Story - Update the Giving Funds report to be responsive
  • CDM-5180 Story - Enhance giving statement, AR Invoice, and AR Statement emailing to use in-memory PDFs
  • CDM-6050 Story - Reload event lists on contributions windows when events change
  • CDM-6051 Story - Upgrade the Batches report to be responsive
  • CDM-6438 Story - Enhance the source find field for Giving Units to be a list
  • CDM-6448 Story - The URL for the Canadian Revenue Agency needs to be changed on the Canadian Tax Receipt
  • CDM-6491 Story - Create a trigger to populate the giving note on giving detail linked to memorial gifts

Custom Listing

  • CDM-6063 Bug - When printing from Investment Window and Loan Record Gets SQL Error
  • CDM-6204 Bug - Start Time & End Time displays as Jan 1 2000 on Event Custom Listing
  • CDM-6233 Bug - Subtotals on the custom listing column print one line lower
  • CDM-6241 Bug - Deleting a custom listing set with fields added to it crashes the program
  • CDM-6517 Bug - Updating to CDM+ 11 causes the loss of custom listing sets and columns
  • CDM-6820 Bug - Composite Custom Listings do not display totals
  • CDM-6214 Story - Ability to turn off line numbers on the Custom Listing Columns format
  • CDM-6473 Story - Omit the Totals line when subtotaling the custom listing if no columns can be totaled

DOC Church

  • CDM-6199 Bug - Special Giving section of Church Record Yearbook tab has two User 3 fields
  • CDM-6514 Bug - Church Custom Listing and Export report in DOC General on Approval is showing a -14 in drop down field of search

DOC Ministers

  • CDM-6156 Bug - Minister Association display returns to All after applying when filtered for Unassigned
  • CDM-6322 Bug - The circulation tab in DOC General suggests you can change the selected option
  • CDM-6369 Bug - Updating DOC General deletes references
  • CDM-6615 Bug - The window title does not match the menu name for Minister Records in DOC General database
  • CDM-6637 Bug - View and Print buttons on References tab of Minister Records in DOC Regional do not work
  • CDM-6673 Bug - Flagged Minister Email report does not save minister search option for use selected
  • CDM-6674 Bug - List of email notices under Flagged Minister Email notice shows notices associated with individual emails
  • CDM-6680 Bug - Flagged Minister Custom Listing and Export report does not have an Export, Excel or Numbers buttons
  • CDM-6711 Bug - Ministerial Profiles are not showing data related to one in the profile and 4 in each of the references
  • CDM-6725 Bug - Church Minister Report is not printing Church Phones
  • CDM-6742 Bug - Adding a new church under 'Churches' tab of DOC General Minister Record causes SQL Error
  • CDM-6753 Bug - Flagged Minister Report prints the City and State of the flagged church
  • CDM-6755 Bug - Tab order of Church's tab on DOC General Minister Records window is wrong
  • CDM-6892 Bug - Duplicate Minister PINs cause SQL Error
  • CDM-6970 Bug - Importing Background Checks does not delete them from email
  • CDM-6020 Story - Update DOC Minister Church application code to use regional.church_position

DOC Regional Ministry Positions

  • CDM-6445 Bug - Sending a Ministry Position Email gives an error
  • CDM-5532 Story - Ability to jump to a search committee member from Ministry Position Records

Database Browser

  • CDM-119 Story - Allow dragging multiple backups on to Database Browser to restore them
  • CDM-5894 Story - Log deleting a database

Database Integrity

  • CDM-5786 Epic - Eliminate fmindvgroup
  • CDM-5789 Story - Move fmindvgroup to smart views that migrate data to dedicated tables
  • CDM-6386 Story - Review functions for triggers that can be moved to cascading deletes


  • CDM-6004 Story - Remove the text and button about Pro and Standard features from the Demo Setup

Direct Deposit

  • CDM-4474 Story - Include the employee names in the description for direct deposit posting entries


  • CDM-7026 Bug - Funds deleted from fcgivingfund cause an error if not removed from Engage giving sets
  • CDM-6247 Story - Rename engage.payment_settings.income_account_id

Error Reporting

  • CDM-6989 Bug - Provide feedback shows a string table for Inventory Item Quantity Adjustment

Event Registration

  • CDM-6182 Bug - Activity Name Badge report is not sorting by Registrants name
  • CDM-6280 Bug - Related Record for Activity is showing fields that are not associated with Activity
  • CDM-6441 Bug - Saving "More Options" in email notices can create duplicate recipients
  • CDM-6471 Bug - Registration Custom Listing and Activity Custom Listing does not create a new page based on the sort criteria
  • CDM-6519 Bug - Print Registration Name Badge report causes Error
  • CDM-6539 Bug - Printing a Detailed Activity report produces an error
  • CDM-6545 Bug - Posted Registration Payments have Type equal to 'COG Reports'
  • CDM-6560 Bug - The tab order of the Event Record window is not as expected
  • CDM-6584 Bug - The Activity Reports search doesn't group activities by category consistently
  • CDM-6600 Bug - Clicking print in Event Records doesn't yield any printing options
  • CDM-6700 Bug - Cannot print from the Registration Entry window
  • CDM-3553 Story - Add related record finds to Event Records
  • CDM-6309 Story - Add grade to the Event Registration Master List Detail
  • CDM-6455 Story - Allow entering long event descriptions


  • CDM-6085 Bug - Pressing Return from a date/time find field doesn't trigger the find
  • CDM-6146 Bug - Accessing an advanced find for the first time selects Match Primary OR Related Record
  • CDM-6633 Bug - Individual Records- Find does not work for a specific user
  • CDM-6767 Bug - Related Records on Giving Unit Custom Listing and Export has an extra space for Giving Unit User Fields
  • CDM-6823 Bug - Rank is not an available field when adding List Assignment to a related record search
  • CDM-7039 Bug - Unable to search for Individual fields in advanced find
  • CDM-5921 Story - Upgrade the find field list
  • CDM-6057 Story - Add type-to-search to the code drop list for criteria 

Girls Club Reports

  • CDM-6352 Bug - Menu and window title on Girls Clubs Awards Bonus is wrong
  • CDM-6611 Bug - Opening Girls Club Award Setup Records window produces multiple errors


  • CDM-6076 Bug - Adding a new group type from the groups pane does not assign the correct module
  • CDM-6358 Bug - Moving Ranked items around the List Maintenance window causes the list to scroll all the way to the bottom
  • CDM-6403 Bug - Birthday and family status show up on all list maintenance windows
  • CDM-6699 Bug - Adding an address record and gets a SQL error
  • CDM-6745 Bug - Adding a customer to a group produces an error
  • CDM-6904 Bug - Historical enrollments don't show the historical icon in List Maintenance
  • CDM-5788 Story - Create a group assignment table with a universal foreign key
  • CDM-6100 Story - Ability to find on Customer Groups
  • CDM-6104 Story - Ability to add groups as available columns to Customer Custom Listing and Export
  • CDM-6362 Story - Group Ranking field
  • CDM-6370 Story - Replace fmIndvGroup references in functions with new tables


  • CDM-6268 Bug - RemoteDebug is showing as a menu item in CDM+ 11 in Windows
  • CDM-6396 Bug - Installing CDM+ 11 on Windows with the new branding does not put the new logo on the Desktop after update and gives an error when trying to open with the Desktop shortcut
  • CDM-6661 Bug - The application window icon is incorrect
  • CDM-6916 Bug - Installer fails on Windows 7
  • CDM-5770 Story - Investigate notarizing our macOS installers
  • CDM-6949 Story - Bump version 11 macOS installer requirements to High Sierra 


  • CDM-6079 Bug - Daily interest calculations will be off if deposits or withdrawals are entered before interest on the same day
  • CDM-6292 Bug - Adding a Loan Payment Record causing a SQL Error
  • CDM-6459 Bug - Posting deposits or interest in investments shows $0.00 for the ledger
  • CDM-6575 Bug - Opening Loan Investment Support Report causes an Error
  • CDM-6740 Bug - You cannot leave the investment field on loan records when an inactive investment is selcted
  • CDM-6893 Bug - Saving an Investment Record causes SQL Error
  • CDM-6911 Bug - Error when adding/deleting/updating an investment deposit, withdrawal, or interest
  • CDM-6913 Bug - Error when deleting an Investment
  • CDM-7008 Bug - Address on Loan Statement is printing with carriage return
  • CDM-3447 Story - Sort the generate interest report alphabetically by name
  • CDM-6914 Story - Create superclass for investment panes
  • CDM-6915 Story - Enhance the message when there no interest to generate to be more specific

Investor's Heritage

  • CDM-5986 Bug - Family Heritage statements didn't print the address low enough
  • CDM-6356 Bug - A family heritage report printed incorrectly
  • CDM-6246 Story - Replace the Investor's Heritage Logo
  • CDM-6542 Story - Update the Bindery file import to read from a remote host


  • CDM-6143 Bug - Adding a ledger entry does not set transaction date as the current field
  • CDM-6177 Bug - Deleting an unsaved bank rec with cleared items in it causes the cleared items to remain marked as 'cleared"
  • CDM-6205 Bug - Can't set the day of month on a recurring ledger entry check
  • CDM-6263 Bug - Clicking add to add a ledger entry does not generate a new detail line
  • CDM-6327 Bug - Adding a ledger entry tab to second line does not go to account field
  • CDM-6474 Bug - Multi-adding checks goes to the Record tab after the second check
  • CDM-6475 Bug - After adding a check the check tab does not remain active
  • CDM-6571 Bug - The window title for Recurring Ledger Entries is different than menu
  • CDM-6641 Bug - Ledger Entry Screen does not change form when select Check or Deposit
  • CDM-6659 Bug - The Statement End Balance label isn't positioned correctly when adding a bank reconciliation
  • CDM-6694 Bug - Over/Under is not displaying for Monthly Comparison report in Detail Report Type
  • CDM-6900 Bug - Multi-add ledger entries doesn't set the start field
  • CDM-6901 Bug - Multi-add checks doesn't switch to check view
  • CDM-6928 Bug - Recurring Ledger Entry Setup - Will not save a change and gives an error
  • CDM-6934 Bug - Field on entry tab on Recurring Ledger Entry Setup Records gets cut-off
  • CDM-6944 Bug - Trial balance groups entries together under a single reference
  • CDM-6945 Bug - Trial balance composite by date doesn't print debit and credit amounts
  • CDM-6952 Bug - Trail Balance Composite by Account only prints the totals
  • CDM-7011 Bug - Difference amount in the ledger entry record window is partially covered
  • CDM-6940 Story - Replace ledger toolbar buttons on Accounting Toolbar with a separate Ledger Toolbar


  • CDM-3531 Story - Add a cancel button to the window showing logged-in users during a database update
  • CDM-6708 Story - Rotating login images
  • CDM-6800 Story - Remove the version and build number from Login window title

Master Coding System

  • CDM-6039 Bug - Adding a new group on the fly from list maintenance doesn't reset the individual search
  • CDM-6129 Bug - Opening the Master Coding System displays an Omnis error
  • CDM-6428 Bug - Cannot edit user fields
  • CDM-6885 Bug - Master Coding System report
  • CDM-5955 Story - Ranked groups
  • CDM-6342 Story - Migrate the Payment Types code type to the "All" module.

Media Ministry

  • CDM-6754 Bug - Media Label Setup does not print the label preview


  • CDM-6048 Bug - Pastoral Listing doesn't use terms support on the report
  • CDM-6049 Bug - Printing a large number of pastoral records produces an error
  • CDM-6212 Bug - Address Yearbook Directory - using address and visitation Directory- email will not print from visitor records
  • CDM-6271 Bug - Pastoral listing does not display addresses
  • CDM-6284 Bug - Trying to print Pastoral Record Listing report for all dates for a specific family causes Error
  • CDM-6388 Bug - Clicking back to standard off of custom in Address Yearbook Directory creates SQL Error
  • CDM-6408 Bug - Address that includes Country is clipped off at the bottom on Information List Maintenance Individual Information box
  • CDM-6449 Bug - Maximizing address records can leave the window partially offscreen
  • CDM-6500 Bug - Address Custom listing printing Individual names multiple times
  • CDM-6518 Bug - The 'Last Name Bold' checkbox in the 'Individual Names' field on Address Custom Listing and Export does not work
  • CDM-6566 Bug - Mapquest gives error when trying to display location from Address Record window
  • CDM-6593 Bug - Individual List Maintenance is not displaying Position, Date Enrolled, Date De-Enrolled, Term Begin, Term End, but it is displayed when printing an Individual Directory
  • CDM-6625 Bug - Group Ranking field is not sorting properly on Individual Custom Listing and Export Report
  • CDM-6635 Bug - When clicking 'glasses' icon in Address Utilities on Grades such as 1st, 2nd, etc the user gets a SQL Error
  • CDM-6642 Bug - When clicking 'glasses' icon, the user gets no matching record for grades 01 to 09
  • CDM-6657 Bug - Adding a user group to Individual name badges prints the wrong group
  • CDM-6687 Bug - Adding an individual to a Group set to track Detail information adds random characters in the Individual List Maintenance window
  • CDM-6713 Bug - Phonetree Notices are showing under Membership Notices
  • CDM-6736 Bug - Care group does not properly clear when clearing the care group description on address records
  • CDM-6836 Bug - Visitation terms are not displaying as entered in System Preferences
  • CDM-6862 Bug - Address Barcodes don't encode the correct value
  • CDM-6864 Bug - Visitation Records is not showing tabs
  • CDM-6867 Bug - An advanced search in Address Records causes SQL Error
  • CDM-6880 Bug - Adding a Visitation Record causes the fields under the Notes tab to change
  • CDM-6889 Bug - Age prints a 0 instead of the age on individual name badges
  • CDM-6898 Bug - The word 'Custom' no longer displays under Filter Simple Find Results
  • CDM-6906 Bug - Visitation Selected Types is unable to be clicked from the Reports tab on Welcome to Membership
  • CDM-6973 Bug - Right-click on. Tab shows context menu with Reload option. Clicking Reload blows up tabs
  • CDM-6983 Bug - 'Has Photo' field should not appear in the 'Add Field' list in Individual Field Maintenance
  • CDM-6046 Story - Export and custom listings for Pastoral Records
  • CDM-6047 Story - Export and custom listings for Visitation Records
  • CDM-6243 Story - Ability to rename Mileage and Number on Visitation records
  • CDM-6634 Story - Audit Logging is showing Longitude and Latitude as a code name and not a User based field name
  • CDM-6805 Story - Move the Visitation Custom Listing And export menu line to the bottom of the menu

Minister Reports

  • CDM-6744 Bug - Church File Number is not printing on Minister Monthly Report Form
  • CDM-6853 Bug - Minister Report Form should be Minister's Monthly Report Form on the menu line and window

Mobile Provisioning

  • CDM-6186 Bug - Getting CICO events for a mobile provision code throws an error 
  • CDM-6239 Bug - Viewing a mobile provision with selected events for Check-In shows all
  • CDM-6383 Bug - Changing an existing Provision Description to one that already exists causes a SQL Error
  • CDM-6834 Bug - Administration does not require a pin for mobile
  • CDM-6875 Bug - Mobile Provisioning list switches lines after changing a setting
  • CDM-6962 Bug - When editing staff email address for changes from Mobile, the text is cut off
  • CDM-7020 Bug - The Edit Staff window for Mobile Staff Emails has a -14 in title bar
  • CDM-7021 Bug - The label 'Notify Staff of Changes' needs to make the 'o' lower case
  • CDM-6838 Story - Add a cascade delete to fgmobileprovision for mobile.provisionlookup
  • CDM-6850 Story - Add receipts permission to mobile provision setup in Administration
  • CDM-6950 Story - Expose Mobile Receipts for dev and 9566 only


  • CDM-6537 Bug - Menu items are missing the "Records" name
  • CDM-6557 Bug - Church Position Sent Notice menu item has 'Set' rather than 'Sent' in the name
  • CDM-6558 Bug - Church Sent Notice menu item does not open a window
  • CDM-6654 Bug - Program launcher does not recall its position
  • CDM-6675 Bug - Databases with the preference to open a menu item that has changed locations will give a blank in the Open menu start up item and cause SQL Errors
  • CDM-6756 Bug - There is a blank line at the top of the Program menu on Windows for standard versions
  • CDM-6891 Bug - Multiple menu lines/reports say 'Columns' instead of 'Custom Listing'
  • CDM-7027 Bug - Cannot remove the ledger toolbar
  • CDM-6366 Story - Rename Contributions Maintenance Records to Contribution Records
  • CDM-6470 Story - Standardize report menus
  • CDM-6479 Story - Move the accounting sub-menus to the parent menu


  • CDM-6203 Bug - Individual Notice sent results in error message
  • CDM-6303 Bug - Column spacing on the Notice Organizer is off
  • CDM-6321 Bug - Address/Address Block field displays <br /> at the end of the address line and the zip code fields
  • CDM-6404 Bug - Opening Email Outbox throws errors
  • CDM-6415 Bug - Send with Other Application is not showing one recipient when using the link of an individual email address
  • CDM-6450 Bug - Selected lines in Email Outbox get deselected periodically
  • CDM-6472 Bug - Concurrent registrations can cause a server reset
  • CDM-6647 Bug - CDM crashes or does not print letters when printing Visitor letter Assignment or Contribution Letters from Windows
  • CDM-6701 Bug - Visitor Letters do not show up as available notices in Visitor Letter Setup
  • CDM-6929 Bug - Deleting a sent notice from registration entry cause a SQL error
  • CDM-6426 Story - When deleting emails from the outbox, delete all un-sent recipients instead
  • CDM-6427 Story - Ability to select and delete multiple notices at once from the outbox
  • CDM-6528 Story - Ability to sort by name and email on Sent Notice Recipients
  • CDM-6748 Story - Add foreign key validation on the SMTP settings id for emails and sent notices.


  • CDM-6093 Story - Update to Studio 10
  • CDM-6481 Story - Ability to export our Omnis libraries to JSON without receiving errors


  • CDM-6066 Bug - Payroll jump button enabled when there are no visible payrolls
  • CDM-6081 Bug - Posting direct deposit payroll doesn't validate employer FICA accounts
  • CDM-6123 Bug - Payroll Period Detail report displays deleted payroll items
  • CDM-6244 Bug - Payroll setup settings are not pulling over when adding a new employee
  • CDM-6262 Bug - Cannot remove a deduction from an employee record when it is associated with a deleted payroll
  • CDM-6276 Bug - Clicking Change in Payroll Setup does not allow modifying the setup
  • CDM-6343 Bug - Employee name does not print on stub when doing check, stub
  • CDM-6361 Bug - Menu and window title incorrect for Employee Information Records
  • CDM-6374 Bug - Deduction calculations calculate off of tax table even when set to use a flat calculation
  • CDM-6456 Bug - Payroll direct deposit validation requires a vendor for deductions with a $0.00 amount
  • CDM-6576 Bug - Payroll Percentage report title is different from the menu item
  • CDM-6599 Bug - Menu item for Employee Records reads 'Employee Records Records'
  • CDM-6620 Bug - Clicking 'Print' button from Payroll Records window produces 'There are no reports available to print.'
  • CDM-6660 Bug - When Direct Deposit Processing can't be opened the error message has two periods
  • CDM-6665 Bug - Payroll Listing, Summary and Detail reports are not listed in the Welcome to Payroll Reports tab
  • CDM-6668 Bug - Making a change in Payroll Records does not retain the changes
  • CDM-6689 Bug - A negative payroll can prevent working in Payroll Direct Deposit
  • CDM-6770 Bug - Employee Records window prompts for rename upon opening and before setting the window dimensions when Advanced Fund Accounting Posting is enabled in Payroll
  • CDM-6883 Bug - Fields on the Employee Info Tab stay enabled after switching from 'Add' mode to 'View' mode
  • CDM-6067 Story - Allow changing the payer link, state, allowances, and marital status on payroll paid by direct deposit
  • CDM-6072 Story - Download tax manager updates from the server instead of the client
  • CDM-6183 Story - Update Missouri Tax Calculations to eliminate Federal Withholding Allowance after 2019
  • CDM-6314 Story - Verify the email address format on Payer Records
  • CDM-6375 Story - Enhance the Calculation tab on Deduction Setup Records to always load existing tax tables for the deduction
  • CDM-6682 Story - Update payroll calculation windows to refer to Payroll Records


  • CDM-6150 Bug - Default menu item showing string table entries
  • CDM-6270 Bug - Preference pane titles are missing the first character
  • CDM-6308 Bug - Default menu item for Open > Sales Order Reports is empty
  • CDM-6910 Bug - Cannot update the date or time formats in System Preferences
  • CDM-5935 Story - Optimize opening preferences
  • CDM-6378 Story - Allow users to save after clearing the cache when the dates are not filled out

Record Frame

  • CDM-5941 Bug - Record frames don't hold custom column widths
  • CDM-6291 Bug - The record frame window for menu item Loan Payment Records menu item does not include Loan in the menu bar
  • CDM-6339 Bug - If you do a find before replace in the Grid, it will remove the spaces around the word to replace
  • CDM-6434 Bug - The Delete buttons on Record Frame windows are not deleting the item selected
  • CDM-6443 Bug - Add mode cannot add a new record
  • CDM-6561 Bug - Cannot jump to visitor or employee records from connections select record window
  • CDM-6562 Bug - The drop-down menus in Configuration window (Giving Unit Records) on Microsoft Windows is cutoff
  • CDM-6645 Bug - The Configure Sort from the Grid window does not have any options to select
  • CDM-6646 Bug - Print from Grid is showing a Custom Listing window without anything to select
  • CDM-6664 Bug - Configure button shows when the record frame is in configure mode
  • CDM-6760 Bug - Record Frame Tab Bar briefly goes black when switching tabs on Windows
  • CDM-6779 Bug - The program crashes or locks up when opening Church Records in DOC Regional
  • CDM-6806 Bug - The record information fields on the Ledger Records Record tab are not vertically centered
  • CDM-6808 Bug - Complex grids are not showing all columns on record frame tabs
  • CDM-6826 Bug - Opening Email or Phone tabs on Address Records displays the Address tab instead
  • CDM-6828 Bug - Groups tab does not resize fields or have a zoom button when exploded
  • CDM-6831 Bug - Hiding the Email tab on Address Records causes the program to hang or crash
  • CDM-6832 Bug - User is prompted to accept incoming network connections when opening a record frame
  • CDM-6844 Bug - Visitor Records Won't Open - Brings Up Error Message, Freezes CDM+
  • CDM-6847 Bug - Personal tab on Individual Records is not positioned correctly in COG Regional
  • CDM-6856 Bug - Visitation Records Notes Tab does not position correctly
  • CDM-6861 Bug - Adding a record on Individual Records does not open the Name tab properly
  • CDM-6866 Bug - Tabs are missing in CDM+ 11 Build 8786 - the tab area is blank
  • CDM-6890 Bug - When opening the Groups tab from Address, Individual or Giving Units windows, the Groups window cannot be re-sized on both macOS and Windows
  • CDM-6902 Bug - When opening a record frame with the simple find displayed you can't tab to the find field
  • CDM-6926 Bug - Fields on Check-In/Check-out Event Records Event tab are cut off
  • CDM-6935 Bug - When opening a renamed tab, it reverts back to its default name.
  • CDM-6941 Bug - Fields on Deduction Setup Records Calculation tab are not centered correctly
  • CDM-6953 Bug - Record frame divider isn't recalling its position
  • CDM-6954 Bug - Strange Tab Bar behavior when dragging a tab to the end of the bar
  • CDM-6974 Bug - Advanced find is missing configuration options
  • CDM-6975 Bug - Opening a second find list activates the first instead
  • CDM-5912 Epic - Record Frame v3
  • CDM-2850 Story - Clicking Configure should display options in the window
  • CDM-2851 Story - Display the grid inside the record frame window
  • CDM-3162 Story - Update the look and feel of the tabs on the record frame
  • CDM-4249 Story - Move the configure options to all be a record frame preference
  • CDM-5913 Story - Add a common info tab to all record frames
  • CDM-5914 Story - Ability to re-order tabs on record frames
  • CDM-5915 Story - Ability to hide tabs on record frames
  • CDM-5916 Story - Standardize all record window window names to be [Record Description] Records
  • CDM-6117 Story - Update Record Frame controllers to Manage Tables Used by the Record Frame
  • CDM-6249 Story - Default record frame printing to selected record(s)
  • CDM-6490 Story - Move record frame report data into record frame controllers
  • CDM-6510 Story - Optimize opening record frames
  • CDM-6516 Story - Create a sidebar controller to handle using different sidebar options for different record frame windows
  • CDM-6559 Story - The 'Last Modified Date' and 'Modified by' fields should be on the same lines as Date Entered and Entered by fields for a consistent look
  • CDM-6752 Story - Add Tab Settings to Record Frame Options
  • CDM-6810 Story - Update the icon on the on the Record tab
  • CDM-6833 Story - Put tabs back where they were after they have been closed or revealed in the Record Frame
  • CDM-6895 Story - Polish testing on inlining the Record Frame Grid
  • CDM-6921 Story - Prevent hiding or opening tabs during add or change


  • CDM-6698 Bug - Members of Churches are not listing out properly for regional users
  • CDM-6878 Bug - Address and Church Label report is missing Standard Search
  • CDM-380 Story - Move regional features to their toolbar
  • CDM-5787 Story - Create a dedicated church position assignment table
  • CDM-6480 Story - Move regional items to their own menu
  • CDM-6592 Story - Move the Church and Regional system preferences to the Regional tab
  • CDM-6794 Story - Add a Regional Welcome window
  • CDM-6795 Story - Add Regional to the program welcome menu and General toolbar

Report Frame

  • CDM-6465 Bug - Excel opens behind CDM+ when printing to Excel
  • CDM-6624 Bug - Excel button is not showing on a PC
  • CDM-6757 Bug - Excel is not detected on Windows 7
  • CDM-6766 Bug - Custom Listing Data Preview is missing field labels
  • CDM-5917 Epic - Report Frame v3
  • CDM-5560 Story - Merge Custom Listing and Export Reports
  • CDM-5918 Story - Add an spreadsheet app destination
  • CDM-6768 Story - Change "Custom Listing" to "Columns" on Custom Listing/Export reports
  • CDM-6971 Story - Use a better method to deterine if Excel is installed


  • CDM-6087 Bug - Changing Roommate Recurring creates duplicate event instances
  • CDM-6128 Bug - 'Records' appears twice on Advanced Find for Event Custom Listing
  • CDM-6144 Bug - Roommate Calendar Day View does not align the time headers properly. 
  • CDM-6179 Bug - Opening the Event Schedule doesn't apply the last selected view
  • CDM-6299 Bug - Loading events with Custom view can generate an error
  • CDM-6368 Bug - Set Fee Button Creates Duplicate Events for Events That Are Not Recurring
  • CDM-6385 Bug - Billings tab fields are disable for non-posted events
  • CDM-6482 Bug - Previewing invoice generation for an event prevent changing its occurrence
  • CDM-6499 Bug - When entering an overnight event, you get a conflict with an event that is not within the time frame of the event
  • CDM-6532 Bug - Creating a new event in Roommate causes SQL Error
  • CDM-6565 Bug - The Roommate menu should read 'Resource Records' not 'Resources'
  • CDM-6608 Bug - Clicking 'Print' button from Resource Records window produces 'There are no reports available to print.'
  • CDM-6644 Bug - Roommate Calendar prints with lines down the page
  • CDM-6697 Bug - Modifying a Roommate event causes a conflict to be displayed that does not relate to the change
  • CDM-6772 Bug - Set Fee option in Roommate Inspector is only setting the fees for the current day
  • CDM-6790 Bug - Change "Recurrence Ending Date" to "Recurrence Ending Date" in Event fields
  • CDM-6814 Bug - The customer and invoice fields on Event Information should only be available if the user has permission to view customers
  • CDM-6816 Bug - The Roommate Schedule does not redraw properly when changing Roommate preferences
  • CDM-6854 Bug - The tabs pane on Event Info is positioned too far left
  • CDM-6951 Bug - The Reports tab in Welcome to Roommate has incorrect report types and no reports appear on the right-hand side
  • CDM-2117 Story - Function/Field manager field to list all the rooms for a roommate event
  • CDM-5907 Story - Ability to link a customer to an event
  • CDM-5908 Story - Ability to define an income account for posting Roommate events
  • CDM-5909 Story - Ability to generate Accounts Receivable invoices for Roommate events
  • CDM-5911 Story - Remove payments from Roommate Events
  • CDM-5953 Story - Add an Events tab to Customer Records
  • CDM-6089 Story - Use the user-defined format for events on the day view
  • CDM-6096 Story - Add room numbers to the rooms list when adding an event
  • CDM-6125 Story - Migrate the Event Listing report to the Event Custom Listing
  • CDM-6126 Story - Add a Resources column to the Event Custom Listing
  • CDM-6127 Story - Add a configuration column to the Event Custom Listing
  • CDM-6168 Story - Migrate billing date to notes
  • CDM-6169 Story - Remove the billing date from events
  • CDM-6171 Story - Disable changing fields on the billing tab after generating an invoice
  • CDM-6172 Story - Add the invoice number and a jump button to the Billing tab on Events
  • CDM-6173 Story - Post invoices from Roommate with the event start date as the invoice date
  • CDM-6216 Story - Add styling options to elements on the schedule display
  • CDM-6227 Story - Add a preference to set the sort on the event schedule
  • CDM-6236 Story - Add customer to the query class for Event Custom Listing
  • CDM-6304 Story - Ability to add customer name and code to the event inspector
  • CDM-6316 Story - Adjust invoice posting to not track links on event instance records
  • CDM-6440 Story - Change the name of 'Contacts' menu item to 'Contact Records' to make them consistent
  • CDM-6506 Story - Events for Period field on customers
  • CDM-6509 Story - Ability to press select an event on the Schedule and press the delete key to delete it

Sales Orders

  • CDM-6218 Bug - "Quantity" header is wrapping on Sales Orders 
  • CDM-6234 Bug - Payments are missing from the Sales Orders report
  • CDM-6242 Bug - Sales Order prompts "Please select a giving unit" instead of "Please select a customer"
  • CDM-6317 Bug - Sales Order not displaying correct discount on multiple lines
  • CDM-6318 Bug - Sales Order report has line through numbers
  • CDM-6319 Bug - Inventory items and sales lines will not allow negative numbers
  • CDM-6331 Bug - All line items list the same quantity when warning the user of a negative quantity
  • CDM-6332 Bug - Line item values get calculated each time it is redrawn
  • CDM-6333 Bug - The cursor does not default to the customer drop down menu when adding/changing a sales order record
  • CDM-6334 Bug - A value cannot be set for a flat discount
  • CDM-6336 Bug - Adding a new Sales Order Payment type gives error
  • CDM-6337 Bug - Using an adjustment of none on a sales order with a standard discount
  • CDM-6402 Bug - Deleting a customer does not delete related sales order records
  • CDM-6420 Bug - A blank giving fund in Sales Orders causes a SQL Error
  • CDM-6586 Bug - Sales Order Line Item Custom Listing and Export report gives an error when you include ID and in columns and the sort
  • CDM-6636 Bug - Sales order and invoice shows items sorted differently
  • CDM-6737 Bug - Sales Order freezes program when saving
  • CDM-6791 Bug - Quantity Adjustment custom listing and export has string table in the description
  • CDM-6863 Bug - Selecting a customer in Sales Order record causes the window to show only the address
  • CDM-6896 Bug - Inventory Item Quantity Adjustment Custom Listing and Export has the wrong title
  • CDM-6923 Bug - The Sales Orders welcome window can be resized
  • CDM-6988 Bug - Printing a Sales Orders report with an alternate shipping address displays a 0 for the customer name
  • CDM-5944 Story - Ability to link Sales Orders to customers
  • CDM-5945 Story - Link Sales Orders to Giving Units as a customization
  • CDM-6130 Story - Sales Orders default Order date to current date
  • CDM-6159 Story - After saving a sales order prompt to print a sales order report for the new record
  • CDM-6223 Story - Default to a flat discount for inventory items with no price
  • CDM-6224 Story - Set the amount for the default sales order payment line to the order total
  • CDM-6225 Story - Add a jump button to the customer lookup field
  • CDM-6226 Story - Add the customer's balance to the customer lookup on Sales Orders
  • CDM-6293 Story - Remove balance due from the Sales Order report for PSM
  • CDM-6782 Story - Add a Welcome window for Sales Order
  • CDM-6783 Story - Add Sales Orders to the program launcher and general toolbar
  • CDM-6817 Story - Add a default filter for active Inventory Items

Search and Call

  • CDM-6486 Bug - City and State is not showing on Flagged Minister report under Congregations
  • CDM-6614 Bug - Clicking 'Print' button from Search and Call Ministry Position Records window produces 'There are no reports available to print.'
  • CDM-6918 Bug - Minister Custom Listing and export menu and window title bar do not match
  • CDM-6240 Story - Revert the 2019 profile to 2016
  • CDM-6852 Story - Re-order the Search and Call Listing menu

Search and Call Flagging

  • CDM-6508 Story - Provide Flagged Minister Custom Listing

Search and Call Regional

  • CDM-6206 Story - Create default filter for Ministry Position to exclude completed searches

Setup Assistant

  • CDM-6761 Bug - Cursor remains as a waiting icon during setup on Windows
  • CDM-3741 Story - Use the modern database naming convention when creating new databases

Stewardship Technology

  • CDM-6222 Story - Gracefully handle bad data when caching SST states
  • CDM-6550 Story - SST to Engage migration functions

Suran Omnis Framework

  • CDM-6302 Bug - System Information is missing a build date and shows a bogus IP 
  • CDM-6405 Bug - 'UTC' is not supported as a valid Time Zone
  • CDM-6513 Bug - Using the method profiles generates an Omnis error
  • CDM-541 Story - Reformatting phone numbers should be fast on a remote connection
  • CDM-1838 Story - The SQL helper on the SQL Command Line doesn't built schema-qualified table names
  • CDM-2351 Story - Change all tab references on the record frame to be by class name instead of position
  • CDM-5407 Story - Port the Reset fgSequence special function to a postgresql function
  • CDM-5411 Story - Replace testing subclasses with the mocker
  • CDM-6807 Story - Enhance the headed list box smart field to show a large Add button when there are no records displayed

Tax Forms

  • CDM-6467 Story - Move taxmanager functions to a separate schema


  • CDM-6030 Story - Migrate terms for customers to standard Terms system
  • CDM-6726 Story - Update the Gift area of Administration > Users so the terminology is more consistent with DonorWorks

Treasurer Reports

  • CDM-6180 Bug - Looking up a church by code when entering Treasurer's Report Records will crash the program on Windows
  • CDM-6198 Bug - Changing a 99 Treasurer Report back to a regular report causes the program to crash
  • CDM-6681 Bug - Tabbing through 'Summary' tab of Treasurer Report window causes errors
  • CDM-6774 Bug - CDM crashes when entering Treasurers Reports
  • CDM-6775 Bug - COG Treasurer Report will not carry over the next month
  • CDM-6776 Bug - COG Treasurers Report is not carrying over the church and treasurer information
  • CDM-6784 Bug - COG Treasuer Report is not showing Statistical Data info on selected record 
  • CDM-6957 Bug - Adding Treasurer Report records, the cursor is not entering the first field of each tab and tab order is not working properly
  • CDM-6618 Story - Allow for a 99 report to be entered without adjusting an entered report


  • CDM-5981 Bug - Error updating a database from 10.2.5 to 11.0
  • CDM-6070 Bug - Updating DOC regional database causes SQL error
  • CDM-6077 Bug - Error updating to build 8388
  • CDM-6266 Bug - Error Updating from version
  • CDM-6267 Bug - Updating the COG Regional master testing database produces a SQL error
  • CDM-6285 Bug - Updating the program generates errors
  • CDM-6287 Bug - CDM 11 will not update from inside the program
  • CDM-6422 Bug - Get a Reorganization Error when updating CDM+ DOC Regional database 
  • CDM-6423 Bug - Updating to CDM+ 11 can lose church position assignments and manual voting assignments
  • CDM-6497 Bug - Updating COG Regional database to CDM+ 11 from CDM+ 10.2.6
  • CDM-6549 Bug - Updating a v2/v3 database to CDM+ 11 causes an error
  • CDM-6917 Bug - Updating to CDM+ throws an error
  • CDM-7041 Bug - An error occurs updated a 9.1r13 database
  • CDM-3803 Story - When updating a database log its current build number and version
  • CDM-5942 Story - Prefer web update downloads from the download site over embedded updates
  • CDM-6090 Story - Add feedback during the migration that splits fmindvgroup

User Customizations

  • CDM-5653 Epic - PSM
  • CDM-6152 Story - Include an individual email address and gender on the Who's Where export
  • CDM-6175 Story - Add the number of events for the current year for the customer to statements
  • CDM-6178 Story - Ability to set the event fee from the inspector
  • CDM-6219 Story - Ability to generate Fill-In invoices
  • CDM-6229 Story - Assign event description from the event customer
  • CDM-6300 Story - Add the number of event attendance to detailed statements for PSM
  • CDM-6324 Story - GUI interface to post AR payments from Sales Orders
  • CDM-6357 Story - Add November and December 2018 attendance points
  • CDM-6395 Story - Statement Block Customization
  • CDM-6397 Story - Set Fees should only affect events with a fee
  • CDM-6419 Story - Display November/December Attendance Points with 1 decimal place
  • CDM-6672 Story - Allow Attendance Points to be set from Event Info
  • CDM-6946 Story - Enable CDM-2638 for UID 1374
  • CDM-7022 Story - Change Attendance Points for PSM to print the current Nov-Oct season

User Fields

  • CDM-6213 Bug - Using the arrows keys to navigate user field maintenance loses un-saved changes
  • CDM-6253 Bug - Adding a user field type doesn't redraw available fields on User Field Maintenance
  • CDM-6548 Bug - When adding a record user field types are limited to that record type
  • CDM-6655 Bug - Adding a user field type on the fly causes additional types to become available
  • CDM-6690 Bug - User Field Maintenance is missing sidebar actions
  • CDM-6707 Bug - Adding a raw data field from user field maintenance doesn't add the field
  • CDM-3367 Story - Sort user fields by their type
  • CDM-6715 Story - Read user fields with read-only access
  • CDM-6716 Story - Report errors reading user fields


  • CDM-6155 Story - Replace the Log tab in Utilities with a button to reveal the current log file on disk
  • CDM-6488 Story - Sort the SQL helped by schema.table name
  • CDM-6839 Story - Create a messaging window that uses radio buttons

Women's Reports

  • CDM-6207 Bug - Cannot add quarter and year when submitting WM reports 
  • CDM-6521 Bug - Church drop down arrow is obscured on women's reports 
  • CDM-6579 Bug - Headers of the Women's Financial Summary by Designation report show string designations rather than the header names
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