CDM+ 11.0.0

Released on November 12, 2019

Download links

macOS	Windows
CDM+ 11.0.0.8865 Download for macOS 218 MB	CDM+ 11.0.0.8865 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

Aatrix

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

Accounting

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

Administration

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 {{fguser.id}} when logging on to the database
CDM-6460 Story - Ability to edit notice ownership from Administration

Archiving

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

Attendance

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

CICO

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

Check-In/Check-Out

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

Connections

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

Contributions

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 Gandi.net 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

Demo

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

Engage

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

Finds

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

Groups

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

Installers

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

Investments

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

Ledger

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

Membership

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

Notices

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.

Omnis

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

Payroll

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

Preferences

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

Regional

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

Roommate

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

Terminology

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

Updating

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 10.0.9.7033
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+ 11.0.0.8822 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

Utilities

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