CDM+ 11.1.0

Released on October 27, 2020

Download links

macOS	Windows
CDM+ 11.1.0.9398 Download for macOS 202 MB	CDM+ 11.1.0.9398 Download for Windows 216 MB

Installation Steps

Step 1: Check system requirements

macOS

macOS 10.13 High Sierra DEPRECATED
macOS 10.14 Mojave SUPPORTED
macOS 10.15 Catalina SUPPORTED
macOS 11 Big Sur SUPPORTED

Windows

CDM+ 11.1 WILL NOT RUN on 32-bit Windows operating systems (x86). Ensure ALL clients that will run CDM+ 11.1 meet these system requirements.

Windows 7 x64 DEPRECATED
Windows 8.1 x64 DEPRECATED
Windows 10 x64 SUPPORTED
Windows Server 2008r2 x64 DEPRECATED
Windows Server 2012 x64 DEPRECATED
Windows Server 2016 x64 DEPRECATED
Windows Sever 2019 x64 SUPPORTED

Deprecated Operating Systems

Operating systems marked as DEPRECATED will not be available in a future version of CDM+. Read more about CDM+ 12.0 Coming Fall 2021.

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.

CDM+ 11.1 Highlights

Please see What's new in CDM+ 11.1.

Changed and removed features

Georgia State Income Tax Withholding

CDM+ 11.1 includes a correction tax calculations for Georgia State Income Tax. Previously the standard deduction was mis-calculated at $4,600.00 for the year for those filing as Married. CDM+ 11.1 uses the the correct deduction of $3,000.00 for the year for persons marked as Married Filing separate Return. These deductions are defined in Table E on page 42 of the Employer Tax Guide. Because of this mis-calculation, it's possible employee state income tax for 2020 has been under-withheld. We recommend review YTD withholdings and, where necessary, add additional state tax withholding to catch up employees to avoid owing any state taxes when filing 2020 returns.

FTP Sync (Self-Hosted Clients)

The FTP sync feature has been removed from automatic backups for self-hosted clients. A file sync feature is not specific to Suran's software and can be accomplished using a number of 3rd party tools.

Multiple Credits and Debits to the Same Asset on a Single Ledger Entry

In CDM+ 11.1, all credits and debits to assets with the same account number are combined into a single item on the bank reconciliation. This behavior has been present in previous releases for Advanced Fund Accounting, but is now present for all clients regardless of the Advanced Fund Accounting setting. This change allows the Bank Reconciliation window to function predictably when multiple asset accounts share the same number and Advanced Fund Accounting is not enabled—a rare, but legitimate configuration.

This change assumes a ledger entry represents at most a single financial transaction per bank account. If you are accustomed to entering multiple deposits and withdrawals to and from a single bank account on a single ledger entry, CDM+ 11.1 will no longer allow you to clear that activity as independent debits and credits. Instead, enter a separate ledger entry for each financial transaction to your bank account. If you have routine bank activity you enter, such as 3rd party payroll, consider using Recurring Ledger Entries to optimize this process.

This change can also cause an undesired impact if you use the same account number on multiple assets to designate separate bank accounts in the chart of accounts. In this situation, re-number your chart of accounts to use a distinct account number for each asset representing a distinct bank account.

Issues resolved in CDM+ 11.1.0

Aatrix

CDM-7274 Bug - Validation for invalid pay period ranges isn't showing
CDM-7216 Story - When shift-clicking to expose Aatrix files, prompt for AEF or AUF
CDM-7423 Story - Add a warning when generating W-2s on macOS

Accounting

CDM-7411 Bug - Error saving account balances when tabbing out of the grid
CDM-7472 Bug - Income and Expense report shows too much detail
CDM-7676 Bug - Income and expense fund balance validation refers to an insert on an update
CDM-7680 Bug - Bank rec current balance including asset & income accounts
CDM-7691 Bug - Interest and charges grids are too short on Bank Reconciliation
CDM-7692 Bug - Deleting a ledger entry shows a false difference on the bank reconciliation
CDM-7835 Bug - Running Monthly Comparison using an Advanced Search causing SQL Error
CDM-7881 Bug - Deposit processing enables extra toolbar items when the database isn't configured
CDM-7922 Bug - Changing the fee account on giving funds doesn't redraw Deposit Processing
CDM-7938 Bug - Saving in the Bank Reconciliation window causes a SQL Error
CDM-5928 Epic - Scanned Accounting Documents
CDM-289 Story - Ability to mark a deposit as processed in Deposit Processing
CDM-736 Story - Allow Access to Deposit Processing for Contributions-Only
CDM-2184 Story - Ability to hide the dollar sign on the amount field on checks
CDM-5333 Story - Add the ability to resize the upper right portion of the Deposit Processing window
CDM-6398 Story - Add the option to continue working in Deposit Processing window after processing a deposit or group of deposits
CDM-7579 Story - Ability to un-process a deposit from Deposit Processing
CDM-7716 Story - Ability to re-print deposit processing reports
CDM-7878 Story - Swap the Mark for Processing and Already Entered toolbar buttons

Accounts Payable

CDM-7235 Bug - Cannot add payments to accrued invoices with payments
CDM-7321 Bug - Payee field does not highlight in AP Invoices when using the Vendor select box
CDM-7349 Bug - Marking negative invoices to pay does not distribute payment amounts correctly
CDM-7528 Bug - Typo on Vendor find fields
CDM-7555 Bug - Posting a check right after printing does not post if there is already a check waiting to post
CDM-7668 Bug - Accounts Payable Posting report shows the incorrect posting date
CDM-7743 Bug - Vendor Records- Invoice Tab- Descending order of dates does not work
CDM-8044 Bug - Search on Accrual Date for AP Invoice throws a SQL error
CDM-2759 Story - Ability to view invoices after they've been paid and posted
CDM-4647 Story - Add Credit Card Company as a find field for Vendor Records
CDM-7080 Story - Add a Source to accounts payable invoices
CDM-7176 Story - Ability to enter staff email addresses for mobile receipts
CDM-7317 Story - Add an account column to mark invoices to pay
CDM-7318 Story - When posting credit card payments, prefix description lines with credit card vendor code
CDM-7440 Story - Post auto-draw and credit card payments with their due date
CDM-7858 Story - Revert CDM-7440
CDM-7864 Story - Action to jump to invoices paid by credit card

Accounts Receivable

CDM-7232 Bug - Attempting to generate AR Statements without any invoices will result in a warning about invalid dates
CDM-7240 Bug - Tooltip for Customers button on Accounting toolbar says "StringTable.$gettext("TableNames.core_CustomerPlural")" instead of "Customers"
CDM-7300 Bug - AR Aging report is not showing the right balance
CDM-7480 Bug - Accounts Receivable Invoices window does not tab properly
CDM-7531 Bug - AR invoice tabbing is off when in Change mode
CDM-7600 Bug - Asset is skipped when entering Accounts Receivable Payments
CDM-7608 Bug - AR balances showing incorrectly on Billing tab
CDM-7609 Bug - Aging report showing incorrect balance
CDM-7622 Bug - Saving an Accounts Receivable invoice doesn't update the balance in the Customer Records results list
CDM-7624 Bug - Adding a duplicate individual under the Individuals tab of Customer Record causes SQL error
CDM-7734 Bug - Customer lookup doesn't assume exact matches
CDM-7742 Bug - Entering an invoice with a specific description deletes that line
CDM-7748 Bug - Accounts Receivable Statements reports display an incorrect date range under the Summary category
CDM-6819 Story - Enhance the Customer lookup smart field to use a "contains" based search
CDM-7302 Story - Optimize updating and deleting AR invoices and payments
CDM-7916 Story - Add FK validation for fapayment.fachartofacct_id

Activation and Serialization

CDM-6006 Story - Port reactivation from Omnis to the database
CDM-7990 Story - Serialize a user's Engage Plan
CDM-7991 Story - Replace Online Giving serialization with Engage plan
CDM-7992 Story - Replace Payroll Direct Deposit Serialization with Engage plan

Administration

CDM-6824 Story - Add a "Date Last Sent" column in Administration -> Notices

Archiving

CDM-7262 Bug - Attendance records are not archived when archiving Visitor Address Records
CDM-7904 Bug - Archiving in CDM+ 11.1.0.9287 produces an error

Attendance

CDM-7361 Bug - Attendance Summary does not load dates when using the Selected date option
CDM-7387 Bug - Clicking the 'Setup Address and Individual in Membership' button causes SQL Error
CDM-7793 Bug - Class Attendance isn't limiting by individual status
CDM-8024 Bug - Transferring a Visitor Record to Membership causes error

Backup/Restore

CDM-8127 Bug - Unable to backup databases

Branding

CDM-7732 Bug - The logo isn't rotating daily
CDM-7750 Bug - About CDM+ doesn't show the same logo as the Login window
CDM-7491 Story - Standardize hardcoded URLs
CDM-7630 Story - Add checksum identifiers to logos
CDM-7719 Story - Log errors from the logo worker

COG Awards

CDM-7825 Bug - Cannot edit award report's range after saving without adding a range

COG Regional

CDM-7309 Bug - COG Church Directory - physical address not included
CDM-7554 Bug - Embedding 'Church Records/Pastor Name' into Church Position Letter Notice causes multiple SQL Errors
CDM-7728 Bug - Standard Seach by Group produces "No matching records found."
CDM-7912 Bug - Church Position labels are pulling duplicate names
CDM-7238 Story - Enhance COG posting routines with error handling

COG Voting

CDM-8051 Bug - Working with the Candidates electronic voting window produces an error

Change Sets

CDM-8031 Bug - Cannot copy text from Multiline Entry View Only component in Windows
CDM-7082 Story - Allow copying notes from the changeset window
CDM-7091 Story - Add the minister PIN and login email to changeset notifications
CDM-7612 Story - Refresh Minister Record after processing changesets

Chart of Accounts

CDM-7222 Bug - Cannot leave the sub-category blank on Chart of Accounts

Congregational Profile

CDM-7272 Story - Change columns in sac.congregational_profile to be numbers if they hold large monetary values

Connections

CDM-7637 Bug - Can't remove connection
CDM-7644 Bug - Opening a Connection tab displays a message about fgWindowPreferences cannot contain a key with a period
CDM-8043 Bug - Button to add connections is offscreen
CDM-7874 Story - Prevent duplicate connections

Contributions

DW-280 Bug - Updating from 11.0.2 to 11.1 causes Pledge Custom Listing Report to show different list of Custom Sets
CDM-5587 Bug - Amount entered on a contribution entry is not clearing after saving
CDM-7156 Bug - Multiples of the same giving units are showing on Actual vs Pledge report
CDM-7255 Bug - Batch Contribution Setup prompts you to save after warning you that you cannot save
CDM-7355 Bug - New payment types in Batch Contributions do not get saved
CDM-7369 Bug - Some contributions that were used to generate Canadian Receipts can be modified
CDM-7451 Bug - Online Giving tab remains available even when user is disconnected from an individual record
CDM-7460 Bug - Email Notes cannot be selected and used in Contributions Email Notice report
CDM-7508 Bug - Actual vs. Pledge report double lines on composite
CDM-7610 Bug - Contributions Records includes address and individual groups as result columns
CDM-7673 Bug - Actual vs. Pledge by month does not generate a report
CDM-7779 Bug - The note field on Contribution Records doesn't expand
CDM-7812 Bug - Adding contributions does not populate giving history
CDM-7819 Bug - Processing pending gift can duplicate line items in Deposit Processing
CDM-7828 Bug - When adding an Address Record, giving unit does not keep the attach individuals when clicking save
CDM-7855 Bug - Processing a guest gift creates a duplicate fgstewardshiptechnologiestransaction
CDM-7875 Bug - Event data is not appearing on Contribution Records window
CDM-7880 Bug - The right-most column of Pledge Records is cut off
CDM-7915 Bug - Merging Giving Units can throw an error
CDM-7923 Bug - Resizing Giving Funds doesn't re-position all controls
CDM-7936 Bug - The tab order for Batch Contributions Entry takes you from Total field to the first breakdown amount field regardless of system or user preference set
CDM-7956 Bug - Create a giving fund on the fly in Batch Contribution entry does not load the new giving fund in the drop list.
CDM-7968 Bug - Giving history does not properly calculate totals when displaying the history detail
CDM-7983 Bug - Contributions pane always displays Batch Code regardless of System Preferences
CDM-8001 Bug - The red text at the bottom of contributions maintenance for a gift associated with a Canadian Receipt needs to be fixed
CDM-8025 Bug - Online and text gift amounts should not be editable
CDM-222 Story - Allow changing fields on Contributions posted to ledger entries in a closed period
CDM-288 Story - Ability to delete a pending gift
CDM-4706 Story - Allow creating individuals from Address Records for Contributions-only users
CDM-6083 Story - Expose online transaction fees and net amount for online gifts
CDM-6115 Story - Merge Giving Units
CDM-7360 Story - Prevent Contributions that have been used to generate a Canadian Receipt from being transferred
CDM-7410 Story - An error is thrown when updating the Church ID on a Contribution Entry that has been used to generate a Canadian Receipt
CDM-7501 Story - Rename the Online Giving tab to Engage
CDM-7576 Story - Process pending gifts in a transaction
CDM-7577 Story - Enhance convert_pending_to_giving to avoid duplicate processing
CDM-7685 Story - Move accounting reports to an Accounting parent menu for Engage without Accounting
CDM-7813 Story - Enhance giving history integrity
CDM-7890 Story - Prevent changing contributions posted through deposit processing
CDM-7926 Story - Add a trigger to use the giving fund description when inserting if it is null

Customizations

DW-281 Story - Build Custom Receipt for Slavic Missionary Service

DOC Church

CDM-7866 Bug - DMF Congregational History report produces inconsistent results

DOC Ministers

CDM-7418 Bug - Cannot update 'Other Work Location' in DOC General database
CDM-7575 Bug - Logging into DOC General Database causes error 'The module cannot be changed on Gender as it is in use'
CDM-7615 Bug - Adding minister gives a message 'No Minister found with id of 0' when saving
CDM-7619 Bug - Suffix is cut off on Minister Records
CDM-7620 Bug - Tabbing is off on Minister Records
CDM-7647 Bug - Individual jump button on Minister Association window is missing
CDM-7663 Bug - Type field of the 'Scan Details' window in DOC General database does not have any options nor does it allow you to enter any to the list
CDM-7837 Bug - DOC Profile under the Profile tab of DOC General database is showing side by side duplicate pages
CDM-7844 Bug - Attempting to open a Profile from Minister records when a Profile is already opened and not saved produces an error
CDM-7935 Bug - In DOC regional and general databases, the Process Ministerial Change or Submit Ministerial Change is not showing the Minister's name
CDM-7998 Bug - Trying to resend a notice from Minister Records says user does not have access to this area
CDM-8048 Bug - Submitting a directive to create a new minister with a death date throws an error when processing
CDM-8054 Bug - Cannot enter a find for a Minister Profile without being in Change mode
CDM-2695 Story - Ability to request transfer of oversight for a DOC minister
CDM-3441 Story - Allow finding against DOC ethnic codes using a list
CDM-5779 Story - Remove doc.minister.homephone
CDM-5938 Story - Append comments when applying change sets to the history tab
CDM-5940 Story - Add a death date to DOC minister records
CDM-5949 Story - Manage credentials through the Order of Ministry
CDM-5950 Story - Allow submitting a changeset for an un-linked minister
CDM-6355 Story - Display all historical references on the reference tabs
CDM-7345 Story - Expand the DOC Minister Gender field
CDM-7346 Story - Remove the statistics report in DOC General
CDM-7650 Story - The Minister Association field needs to be able to map the built in gender (M/F) of DOC Regional with the DOC General M/F
CDM-7693 Story - The Death Date under DOC Minister tab needs to be rolled into the Death Date of Personal tab
CDM-7848 Story - Constrain the 'Other Gender Description' field to a list of search fields in DOC General Only
CDM-7869 Story - Track a paid date for background checks

DOC Ministers (General)

CDM-8084 Bug - The full text for disabled radio buttons on the DOC Minister Records Credentials tab does not gray out
CDM-8148 Bug - Unchecking 'Has Standing' under the Credentials tab of DOC General Minister records, is not giving the option to select 'Does not have access...' radio button

DOC Ministers (Regional)

CDM-8157 Bug - Ministerial Changesets can display the wrong credential region

DOC Regional Ministry Positions

CDM-7164 Bug - Individual Fields are not merging in Ministry Position Email report
CDM-7221 Bug - The user is allowed to enter an email address for an Individual that has none in Committee Members
CDM-7326 Bug - Ministry Position Sent Notice Records are not being created in DOC Regional
CDM-7493 Bug - Ministry Position Records window is showing duplicate tabs
CDM-7515 Bug - Notes field on Ministry Position Record window does not support command-x, command-c, or command-v
CDM-7726 Bug - Program "hang" on double-clicking record in Ministry Position Records
CDM-5951 Story - Add a church position to Ministry Positions records
CDM-5952 Story - Button to create a minister from a ministry position
CDM-7551 Story - Add a status of 'Extending a Call' to the Ministry Position Record Status field.
CDM-7679 Story - Add new DOC Ministry Position Status of 'Extending a Call' to Ministry Position reports Standard Search
CDM-7914 Story - When creating an individual from a ministry position assignment mark the individual as a minister

DOC Yearbook

CDM-7843 Story - Disable audit logging on fmybstats

Data Import

CDM-7152 Bug - Old Data Import not importing into GivingNote field

Database Browser

CDM-7476 Bug - Only the first database server is edited when attempting to modify a Database Server setup in Choose Database Server
CDM-7477 Bug - Cannot change a hosting database server setup to a local setup in Choose Database Server
CDM-7243 Story - Enable multi-select in the "Choose Database Server" window
CDM-7652 Story - Enhance hosting.synctosstreconciliationjob

Database Integrity

CDM-7495 Story - Add a cascading delete on fmindividual for engage.pending_sms_gift

Demo

CDM-7838 Bug - CDM+ Demo reporting issue with a record limit of 50 in some table

Direct Deposit

CDM-7149 Story - Display upcoming bank holidays on Direct Deposit Processing

Engage

CDM-7370 Bug - donoremail on donor guid record is not updated when selecting primary email in engage
CDM-7865 Bug - Users on build 9188 can't make gifts
CDM-7392 Story - Don't allow engage.pending_sms_gift to have giving_fund_id of 0
CDM-7393 Story - Add a cascade delete to fcgivingfund for engage.pending_sms_gift
CDM-7412 Story - When creating an Engage account, allow sending the password reset email to your staff email address
CDM-7500 Story - Include sms_giving_number when transferring or clearing engage credentials
CDM-7502 Story - Add an Engage Access setting on Individuals
CDM-7657 Story - Add the Administrator role to individuals linked to application users
CDM-7730 Story - Add a function to get the API URL
CDM-7731 Story - Update database function requests to API for managing logos in CDN
CDM-7735 Story - Update database function requests to login_recovery_controller

Event Registration

CDM-7402 Bug - Event Records window does not check for valid date/time ranges
CDM-7994 Bug - Registration Entry does not respect individual address overrides

Finds

DW-278 Bug - Printing from Advanced Find window with Email-all types as a column causes a SQL Error
CDM-7223 Bug - Find field interface does not work
CDM-7231 Bug - Saved searches do not load for Individual Custom Listing
CDM-7276 Bug - Field search window fails to open regularly in Advanced Find window
CDM-7347 Bug - The find list does not appear
CDM-7348 Bug - In Advanced Find, selecting any user fields as a related record will always load the fields for the current record frame's user fields
CDM-7598 Bug - Cannot open find window dropdown list in Church Position Email Notice

Groups

CDM-7721 Bug - Cannot use arrow keys to move within the List Maintenance windows

Installers

CDM-7836 Bug - macOS installers fail notarization
CDM-8150 Bug - Upgrading a CDM+ 11.1 beta installation to beta 5 on Windows doesn't install PostgreSQL client utilities
CDM-7226 Story - Branch 11.1
CDM-7244 Story - Codesign our macOS deployment
CDM-7589 Story - Remove logos from our installers
CDM-7590 Story - Enhance the logo browser to manage logos from a git repo
CDM-7591 Story - Push logos to our download site on commit
CDM-7856 Story - Allow node through the firewall during install
CDM-8011 Story - Revert bundled PostgreSQL utilities to version 10

Investor's Heritage

CDM-7523 Story - Move the investors heritage mailing export server-side

Ledger

CDM-7159 Bug - Using Advanced Search only in Income and Expenditures report does not produce any results
CDM-7213 Bug - Recurring Entries Posting Report Detail By Reference Number Report is only printing first Reference Number
CDM-7217 Bug - Create Ledger Entry From Recurring does not match the order of the Recur Ledger Entry Setup
CDM-7288 Bug - Bank Reconciliation window shows the wrong balance when there are multiple accounts with the same number
CDM-7291 Bug - Ledger Entry Description in check writing appears on the expense acct but not the asset account
CDM-7305 Bug - Opening Deposit Processing window causes SQL Error
CDM-7331 Bug - Check Number incrementing unexpectedly when changing back to alpha characters
CDM-7439 Bug - Saving changes in Ledger Entries excessively redraws line items
CDM-7475 Bug - Ledger Entry amounts do not populate in the Bank Reconciliation window
CDM-7479 Bug - Uncleared items on bank rec do not sort correctly after saving
CDM-7536 Bug - Accounting Trial Balance report printed to Excel does not show Out of Balance notation
CDM-7545 Bug - Fund Activity report printed to txt or Excel does not separate some columns
CDM-7546 Bug - The beginning balance amount does not carry over when printing to Excel or txt
CDM-7629 Bug - Unable to clear multiple lines on deposit with same asset account
CDM-7633 Bug - Income and Expenditures report is paging by fund and by income or expense in Composite mode
CDM-7669 Bug - Saving ledger entries is slow
CDM-7873 Bug - Deposits are showing doubled lines for online gifts
CDM-7913 Bug - Trial Balance Report not printing in entry order
CDM-7977 Bug - Error when Deposit Processing window is opened with no Stewardship Credentials looks like it is overwriting something

CDM-7655 Bug - Build 9157 does not show CDM+ image in login screen
CDM-7746 Bug - Logos are not loading with the Login window, there is a delay in displaying the logos
CDM-7786 Bug - CDM+ Won't connect to hosted accounts with certain characters in the password
CDM-7585 Epic - Dynamic Logos
CDM-1290 Story - Store the last used database based on the path to the current application
CDM-3818 Story - Retain the last database used even if we cannot present a login screen
CDM-7586 Story - Replace the CDM+ logo pane with an html control
CDM-7587 Story - Relocate logos on disk
CDM-7588 Story - Dynamically download logos

Master Coding System

CDM-7085 Bug - Connection types don't show usage

Membership

CDM-7113 Bug - The Phone Numbers/Email Addresses Report does not print to Excel
CDM-7178 Bug - Advanced Search is providing different results between Individual Records window and Individual Custom Listing and Export Report
CDM-7190 Bug - Visitation Records do not update to the new Address Record when an individual is moved from one Address Record to another
CDM-7429 Bug - Age is calculating incorrectly on the Individual Directory
CDM-7484 Bug - Pastoral records date
CDM-7487 Bug - Phone numbers and email addresses do not print on labels or badges
CDM-7489 Bug - Printing Individual Directory takes forever
CDM-7623 Bug - When a user field is created on the fly, it is added to Master Coding System, but it does not display in window
CDM-7653 Bug - Unable to remove individual from group
CDM-7755 Bug - Address Directory lists alternate primary numbers
CDM-7804 Bug - When working in Pastoral Records with a record you do not own, you can see the Access tab by setting it to open under Configuration
CDM-7827 Bug - Individual Phones/Email Report prints individuals twice when searching on Church Position
CDM-7833 Bug - Pastoral Custom Listing and Export gives an error when running specific setup
CDM-7999 Bug - Change page orientation in Page Setup of Address Yearbook Directory causes an error
CDM-8145 Bug - When clicking 'Set up Address and Individual in Membership', you get an error.
CDM-7474 Story - Expose minimal Individual Records for Online Giving only
CDM-7643 Story - Expose correct fields in the field manager on Address Records when Contributions-only
CDM-7645 Story - Hide the notices tab on Address Records when Contributions-Only

Mobile Provisioning

CDM-7482 Bug - Cannot provision a device for mobile receipts only
CDM-7077 Story - Add the account number when selecting auto-draw assets for mobile receipts
CDM-8010 Story - Include param to force redis invalidation when syncing mobile provisions

CDM-4461 Bug - Logging in with toolbars, but having CDM in background will not show toolbars

Notices

CDM-7408 Bug - Sending an email copied from Word produces malformed HTML
CDM-7636 Bug - Pasting a Word document into Church Email Notice overwrites characters
CDM-7678 Bug - When setting a Notice's access to Selected does not hold the choice
CDM-7687 Bug - A 'Divide by Zero' error occurs when opening Document Info in a Notice
CDM-7694 Bug - Select Notice window is not behaving as expected
CDM-7695 Bug - Notice Access is grayed out after opening Select Notice window
CDM-7722 Bug - The Database Fields on the Formatting Palette of Notices is extending off the right side of the palette window
CDM-7898 Bug - Duplicating a notice does not clear its last sent date
CDM-7901 Bug - Pasting a text and graphics from Word into Notices does not put graphics into Notice
CDM-7970 Bug - The Formatting Palette is going beyond the macOS Dock even though the list of fields is short
CDM-7971 Bug - Cannot delete emails after taking ownership
CDM-8049 Bug - Cannot resend notices from a record frame unless the user has permission to print registrations
CDM-8167 Bug - Address Email Notice does not hold the selection of addresses under the list in More Options
CDM-1335 Story - Ability to add hyperlinks to text in notices
CDM-4630 Story - Only store 4,000 characters of error text for sent notices
CDM-5283 Story - Set the Sent Notices default sort to sent date descending
CDM-6038 Story - Mark the initial SMTP server the default
CDM-6527 Story - Expose the recipient for email sent notices on the Sent Notice tab
CDM-6718 Story - Ability to delete notices en masse from the Notice Organizer
CDM-6719 Story - Add a column showing last sent to the Notice Organizer
CDM-6720 Story - Ability to search in the Notice Browser by description or subject (for emails)
CDM-6721 Story - Show a padlock icon in the notice browser for notices that restrict access
CDM-7074 Story - Change the add button text to "Add Category" on the notice organizer
CDM-7552 Story - When duplicating a notice preserve the access and modify settings
CDM-7638 Story - Don't prevent the user from leaving the font field on the notice palette when an invalid font is selected
CDM-7648 Story - Add a blank alt tag to images in HTML emails
CDM-7649 Story - Ability to set the alt text for an image in an HTML email
CDM-7707 Story - When selecting multiple notices update the notice panel accordingly
CDM-7708 Story - Auto-size notice categories
CDM-7709 Story - Auto-size notices
CDM-7711 Story - Ability to take notice ownership from the notice browser
CDM-7712 Story - Display the owner on a notice's info panel
CDM-7787 Story - Allow dragging multiple notices to a category
CDM-8168 Story - Revert work on CDM-7826 in 11_1

Omnis

CDM-5450 Bug - Scrolling on a macOS computer is extremely sluggish
CDM-3425 Story - Replace datafiles with sqlite databases
CDM-7354 Story - Screen xcomp
CDM-7560 Story - Update the serial number in our Omnis deployment
CDM-7791 Story - Update Omnis to Studio101_26652

Payroll

CDM-6044 Bug - Oregon payroll taxes not calculating correctly.
CDM-7241 Bug - Social Security number does not show correctly formatted in Employee Records window
CDM-7251 Bug - Typo on payroll check selection window
CDM-7278 Bug - Viewing Problematic Employees from Post Payroll window causes a SQL Error
CDM-7365 Bug - SS Number and Employee ID radio buttons can be toggled when Payroll Setup is not in change mode
CDM-7366 Bug - Pay Item Summary report does not print Employee names when Report Option is set to 'Page by Employee'
CDM-7548 Bug - Adding pay item to setup automatically sets name/amt
CDM-7583 Bug - ACH Direct Deposit does not print report
CDM-7621 Bug - Payroll does not calculate Illinois state tax
CDM-7631 Bug - Local Taxes are doubling the withholding amount for employees
CDM-7879 Bug - Quarter selection is cut off on Payroll Tax Forms on Windows
CDM-7902 Bug - Error when calculating GA state tax
CDM-7929 Bug - Mississippi personal exemption does not consistently show for married employees
CDM-7932 Bug - Changing an employee state to GA does not set the personal exemption correctly.
CDM-7952 Bug - Pay items list has a visual artifact
CDM-7954 Bug - Louisiana tax tables have a max of $99,999 for single and head of household
CDM-7958 Bug - Attempt to assign a calculation to a field reference parameter error when calculating deductions based on hours
CDM-7967 Bug - Indiana state withholding does not calculate
CDM-8162 Bug - Unable to transmit payroll direct deposit
CDM-1440 Story - Update Massachusetts payroll tax to correctly handle Head of Household filing status
CDM-1446 Story - Expand the tax calculations to handle employee withholding codes for Connecticut
CDM-1493 Story - Check for taxmanager updates when opening Deduction Setup
CDM-2305 Story - Enhance the state withholding calculations for Illinois to handle the different types of allowances that Illinois allows
CDM-2310 Story - Enhance the state withholding calculations for Indiana to handle the different types of allowances that Indiana allows
CDM-2316 Story - Improve how Minnesota tax calculations use allowances
CDM-2338 Story - Enhance Alabama State Withholding Calculations For Married Filing Single Status
CDM-2340 Story - Create State Specific Tax Withholding Method For Utah
CDM-3854 Story - Update tax calculations to use correct pay frequency factor for daily/misc income
CDM-5116 Story - Allow rounding tax withholdings for selected states
CDM-5167 Story - Enhance the Mississippi state tax calculations to handle Married Both Spouses Employed
CDM-5168 Story - Implement Mississippi tax calculations correctly
CDM-6075 Story - Enhance Colorado Tax Calculations to Limit the Number of Allowance Deductions an Employee Can Receive
CDM-6184 Story - Enhance Marital Status Options for state specific calculations
CDM-7281 Story - Merge CDM+ and DBPayroll Employee setup tabs
CDM-7334 Story - Enhance Colorado tax calculations to support new calculation method for 2020 W-4
CDM-7422 Story - Optimize setting up payroll direct deposit payments when preparing for transmit
CDM-7516 Story - Prevent changing paid date on Payroll Records for posted direct deposit
CDM-7698 Story - Change the payroll standard search to default to Paid Date
CDM-7899 Story - Use a new tax table release URL

Phones/Emails

CDM-7745 Bug - Searching using Phones - All Types (Church Phone Numbers) freezes the program
CDM-8018 Bug - The contact number note field is labeled as Description

Photos

CDM-7635 Bug - Retrieving an individual photo only gives the option to save as txt

Preferences

CDM-7375 Bug - Change Set icon in System Preferences of DOC General is not visible
CDM-7801 Bug - When SST Recon Months is set to something other than 1, it will flash 1 and then change to the actual value

Record Frame

CDM-7246 Bug - Nav buttons on tab bar do not have previous features.
CDM-7257 Bug - Record frame windows can be resized in such a way that the find and results sections are not visible
CDM-7261 Bug - Time-based smart-fields do not set values for columns on a record correctly
CDM-7295 Bug - Text can get slightly cut off on the Event Records window
CDM-7301 Bug - Column headers on the grid have formatting issues
CDM-7486 Bug - Record Frame Sidebar will sometimes not load any options
CDM-7563 Bug - Tab options open slower after Omnis 10.1 update
CDM-7741 Bug - Clicking None on a record frame can cause hidden tabs to reappear
CDM-7817 Bug - When deleting an Address record, group assignments and pledge detail information is showing blank whereas the other information has detail
CDM-7353 Story - Optimize loading records
CDM-7426 Story - Prevent de-selecting a record on a record frame
CDM-7466 Story - Automatically expand the items that are listed on the Deletion complete window
CDM-7920 Story - Add a user-friendly description for fgsentnoticelink when deleting records

Regional

CDM-7388 Bug - Church fields merged into a Church Email notice does not display field contents
CDM-7646 Bug - Church Status is not showing in the drop down menu
CDM-8030 Bug - Clicking the 'Individuals' Go button in Church Records it brings up 'No matching records found'

Report Frame

CDM-7293 Bug - Attendance Summary report says "No matching records found." when repeating the same advanced search multiple times
CDM-7307 Bug - Format option on Custom Listing/Exports has a default tooltip
CDM-7626 Bug - Birthdate by month report not pulling all records
CDM-7681 Bug - Current Account Balances shows date in the search
CDM-7776 Bug - Duplicating a name badge creates a second copy
CDM-7789 Bug - Editing a static text field on a name badge is problematic
CDM-7823 Bug - Collapsing the report sidebar when it has a vertical scrollbar does not properly resize the scrollbar

Roommate

CDM-7340 Bug - Extra effect appears on event banners
CDM-7391 Bug - Banners for day-long events that recur daily are displayed like day-long events that last multiple days
CDM-7468 Bug - Day-long, multi-day events that recur daily appear as one multi-day event
CDM-7559 Bug - Events with multiple rooms show multiple times on the calendar
CDM-7562 Bug - Adding a room from Event Information does not set the room's event properly
CDM-7677 Bug - Roommate redraw is very noticeable; it progresses block by block, week by week.
CDM-5954 Story - Update the icons on the Event Info tabs
CDM-6750 Story - Add a button to add a new event on the Schedule

Sales Orders

CDM-7245 Bug - User has access to Sales Orders from the Welcome to CDM+ window when they should not
CDM-7749 Story - Allow a negative flat adjustment

Search and Call

CDM-7143 Bug - The city and state for the church is printed on Minister Master Info report instead of minister city/state
CDM-7822 Bug - Regional Minister's Worksheet is showing the congregations city/state rather than the minister's
CDM-5939 Epic - 2019 DHM Enhancements
CDM-353 Story - Ability to track a ministers with multiple regions of oversight
CDM-1287 Story - Add a historical disclosure tab for ministers
CDM-7220 Story - Change sync_minister_with_profile to only be for published profiles
CDM-7488 Story - Add a cascading delete on sac2013.profile for sac2013.demographics
CDM-7543 Story - Don't mark a minister as pending updates when automatically expiring a notice
CDM-7989 Story - Add fail fasts to not send emails in notify minister functions if not production

Search and Call Regional

CDM-7228 Bug - Individual name can be changed on the Ministry Position record Committee Members tab

Stewardship Technology

CDM-7764 Bug - Stewardship payroll credentials are cut off for 9566
CDM-7870 Bug - Fgstewardshiptechnologiestransaction records are not connecting to fcgivingdetail for recurring gifts
CDM-1667 Story - Redesign the ACH processing for Treasurer Reports to fire after the treasurer reports are committed to the database
CDM-7432 Story - Add cascading deletes to all tables that can connect to fgstewardshiptechnologiestransaction
CDM-7433 Story - Add universal fk validation to fgstewardshiptechnologiestransaction
CDM-7541 Story - Use two different asset accounts for SST for Contributions/Payroll
CDM-7578 Story - Validate deposits match the amount from Stewardship when posting the ledger entry in Deposit Processing
CDM-7618 Story - Revert CDM-7433 for Beta 1
CDM-7725 Story - Add preference to set the maximum reconciliation month range for Deposit Processing
CDM-7832 Story - Prevent sending recurring giving notices for databases on h7 & h21 if user id is not 9566
CDM-7907 Story - Consider ACH transaction verified when status is scheduled
CDM-7908 Story - Cache ResponseCodesSelect
CDM-7910 Story - Optimize public.findgatewaycredentials
CDM-7925 Story - Handle invalid XML in Stewardship responses
CDM-7950 Story - Retry calls to sst.select_accounts
CDM-8169 Story - Disable failed transaction notifications for 11_1

Suran Omnis Framework

CDM-7740 Bug - Headed list boxes have extra blank space when not displaying Add, Delete, or Utility buttons
CDM-7900 Bug - CDM+ can't access the field manager after migrating settings and updating
CDM-8006 Bug - Error about a missing session object on a table class
CDM-502 Story - When marking a database inactive, prevent users from re-connecting to it as the last database used
CDM-7396 Story - Xcomp screen change notification
CDM-7424 Story - Automatically record SQL logging when profiling methods
CDM-7431 Story - Add a fail fast in getdescriptionfortable if there is no record with that fk
CDM-7522 Story - Add a function to fetch a query results as a CSV
CDM-7525 Story - Eliminate $runSQLFile
CDM-7526 Story - Move backups server-side
CDM-7542 Story - Migrate downloads to use OW3 workers
CDM-7659 Story - Add a record tile smartfield
CDM-7670 Story - Add a cast from int to int[] and numeric to numeric[]
CDM-7700 Story - Merge columns on primary record when merging records
CDM-7820 Story - Migrate code evaluating custom and sub-custom versions to use constants
CDM-7921 Story - Allow copying text from OK and Yes/No messages
CDM-7942 Story - Redirect manuals from the desktop apps to the help center

Suran Server

CDM-7417 Story - Remove FTP Sync

Treasurer Reports

CDM-1735 Story - Validate Treasurer Report breakdown matches remittance before making an ACH charge

Updating

CDM-7225 Bug - CDM+ crashes when updating
CDM-7316 Bug - Updating a 9.1r18 database to 11.1 produces an error
CDM-7398 Bug - Reorganizing databases can throw an error due to old archive columns
CDM-7605 Bug - Updating a 11.0.3 database to 11.1 hangs resetting customer balances
CDM-7969 Bug - Updating to 11.1 can cause a SQL error
CDM-8144 Bug - Error updating database to CDM+ 11.1.0
CDM-6495 Story - Log command-line updates
CDM-7703 Story - Activate when updating from the command line
CDM-7987 Story - Add progress to migration 992
CDM-8153 Story - Temporarily disable upgrading server on Windows for 11.1.0

User Customizations

CDM-7763 Bug - Notes tab shows under 'Configuration' even though the permission is not set for the user
CDM-7632 Story - Ensure all DonorWorks customizations are valid in CDM+

User Fields

CDM-7180 Bug - When creating an advanced search for User Defined Fields, the resulting search on a window does not include the name of the field.
CDM-7671 Bug - Sorts and totals that use user fields are not cleared once that field is deleted
CDM-7351 Story - Ability to remove a locked userfield set from a record

Utilities

CDM-7254 Story - Hide the special function list when opening Utilities before logging in
CDM-7511 Story - Hide the Reconcile Transactions (Demo) special function if not user 9566 or dev
CDM-7860 Story - Add a special function to open the Trace Log
CDM-7985 Story - Remove the Show Server Logs button from Utilities

Women's Reports

CDM-7568 Bug - Clicking 'More Option' in Online Women's Report Notice Setup causes error