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CDM+ 12.0.4

Released on March 02, 2022


Download for macOS
358 MB

Download for Windows
233 MB

Installation Steps

Step 1: Check system requirements


  • macOS 10.14 Mojave
  • macOS 10.15 Catalina
  • macOS 11 Big Sur
  • macOS 12 Monterey
  • macOS 13 Ventura

CDM+ 12.0 runs natively on Apple Silicon and Intel.


  • Windows 10 x64 (1703 or later)
  • Windows 11 x64
  • Windows Server 2019 x64

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+ 12.0 Highlights

Check out What's New in CDM+ 12.0.

Issues resolved in CDM+ 12.0.4


  • CDM-8268 Bug - Accrued Invoices in Mark Invoices to Pay will not sort in Alpha Order (Payee)
  • CDM-9693 Bug - Adding a check from a bank reconciliation placeholder assigns the detail line to the asset
  • CDM-9783 Bug - A SQL error can occur when saving new account if the category/subcategory is removed
  • CDM-9814 Bug - Bank Rec window too wide for 1024x768
  • CDM-9818 Bug - Moving the divider on the Bank Rec window creates a gap on the screen

Accounts Payable

  • CDM-9862 Bug - Payee Search in A/P Invoices not as Intuitive as Previous Version
  • CDM-9597 Story - Restore the payments window off the vendor search
  • CDM-9791 Story - Change the vendor jump button to the vendor icon

Accounts Receivable

  • CDM-9926 Bug - Asset description should be truncated on A/R Payment Records


  • CDM-9853 Bug - Archiving Records with Yes/No advanced search criteria can sometimes throw a SQL Error
  • CDM-9717 Story - Prevent Archiving Giving Units with Active Recurring Online Gifts


  • CDM-9446 Bug - The 'Add Attendance' button in Visitor Address Records is grayed out when adding a new record.
  • CDM-9916 Bug - Class Attendance window is showing a -14 in the title bar

Audit Logs

  • CDM-9899 Bug - Querying for audit log changes can generate an error

COG Regional

  • CDM-9864 Bug - Tabbing from Section on Church Records throws an error

Change Sets

  • CDM-9811 Bug - DOC General changeset processing can error when the changeset uses built-in gender descriptions

Chart of Accounts

  • CDM-9959 Bug - Changing the number of an account can take an excessive amount of time


  • CDM-9931 Bug - Program freezes when trying to change the Connections on an address record


  • CDM-9290 Bug - A SQL error occurs viewing contribution history
  • CDM-9322 Bug - Control Number shows on Batch Contributions when hidden
  • CDM-9324 Bug - There is extra space following account numbers on Giving Funds
  • CDM-9724 Bug - Adding a new detail line to an existing recurring contribution record can create a new transaction record when it shouldn't
  • CDM-9849 Bug - Users can delete entire Contribution records that are linked to an online gift
  • CDM-9887 Bug - Cannot delete contribution records when serialized as 11025 or 1374
  • CDM-9902 Bug - Giving Unit section in Process Pending Contributions is not tall enough
  • CDM-9922 Bug - Batch Contribution Entry can be manipulated in such a way that the fields go offscreen
  • CDM-9935 Bug - When working in Batch Contribution Entry on Windows, entering breakdown amounts can cause the cursor to disappear
  • CDM-9945 Bug - Gift emails generate emails for gifts not matching search criteria
  • CDM-9947 Bug - Making changes to a deposit that is linked to a posted online gift will thrown an error if one of the ledger line items has had its account changed
  • CDM-9850 Story - Modernize Contributions Entry
  • CDM-9882 Story - Add integrity trigger to fcGivingDetail to prevent its faLedger_ID column from being erroneously cleared out

DOC Ministers (General)

  • CDM-9588 Bug - Process Minister Changes does not remember the last sort

DOC Ministers (Regional)

  • CDM-9798 Story - Minister transferred Standing to another region search and call access

DOC Regional Ministry Positions

  • CDM-8932 Bug - The default selection on the Send Minister Info window should be 'Send only Selected'


  • CDM-9490 Bug - After updating to CDM+ 12.0, Previous searches on Record frames are listed in reverse order
  • CDM-9538 Bug - Clicking Clear All on the Advanced Find window will sometimes crash the program
  • CDM-9924 Bug - "Search" Mis-spelled on Advanced Search Access Error
  • CDM-9964 Bug - User restrictions on related record searches are not applied if more than one permission is disabled


  • CDM-9937 Bug - Closing Individual List Maintenance with unsaved changes prompts to save infinitely


  • CDM-9944 Story - Set messageTimeout to 600


  • CDM-8989 Bug - Word wrap issue when posting investment interest


  • CDM-8500 Bug - Debit line of ledger entries created through bank reconciliation are editable
  • CDM-9752 Bug - Importing bank file into Bank Rec is not mapping the credit/debit lines properly
  • CDM-9796 Bug - All Record Frame windows disappear in Microsoft Windows when restoring the window down
  • CDM-9799 Bug - Written To and Vendor fields do not refresh when selecting ledger entries in the bank rec window
  • CDM-9808 Bug - Bank Rec slow to open bank recs
  • CDM-9833 Bug - 'Add Line Item' button's style doesn't match its container's style in Ledger Entry Records on Windows
  • CDM-9859 Bug - Navigating Ledger Entry Records in a specific way can result in fields being enabled in view-mode
  • CDM-9863 Bug - Bank Rec window inserts new search record when opened
  • CDM-9929 Bug - Jump-to-ledger buttons on Bank Charges and Interest tabs have no icon
  • CDM-9866 Story - Stretch the asset list on Bank Reconciliation


  • CDM-9286 Bug - Membership defaults do not load when adding an address record
  • CDM-9374 Bug - Save button enables on List Maintenance when there are no changes to save
  • CDM-9405 Bug - An error can occur adding contact information on address records
  • CDM-9906 Bug - Deleting address records leaves orphaned contact numbers

Mobile Provisioning

  • CDM-9820 Bug - The reminders option for visitation under mobile provision does not support longer terms
  • CDM-9920 Bug - Cannot Edit Staff Emails for Mobile changes
  • CDM-9821 Story - Add mobile provision option to view Ordination Anniversary in DOC custom versions


  • CDM-9017 Bug - Printing an Individual Letter Notice causes a SQL Error


  • CDM-8978 Bug - A payroll linked to a transmitted direct deposit allows changes to the Asset account
  • CDM-9314 Bug - Payroll Direct Deposit fails validation when encryption is enabled
  • CDM-9770 Bug - Cannot enter a withholding percentage when adding a local deduction
  • CDM-9786 Bug - Field name error occurs after selecting Local 2 vendor on Employee Record's Liabilities tab
  • CDM-9801 Bug - Error occurs changing ACH Setup in Payroll Setup window
  • CDM-9835 Bug - Calculating payroll for an employee with a clear deduction frequency causes an error
  • CDM-9949 Bug - Selecting an account with a long name in employee record liabilities tab does not limit description length


  • CDM-9772 Story - Match phone searches on formatted and unformatted strings

Record Frame

  • CDM-9265 Bug - Program windows in MS Windows are showing the "People" icon in the top left
  • CDM-9612 Bug - When multiple Individual records in the results are selected, clicking "Delete" will show the tab selected
  • CDM-9793 Bug - Delete records progress window reads 0 records deleted
  • CDM-9897 Bug - Tabbing from a column field when configuring record frame results list throws an error


  • CDM-8333 Bug - A SQL error occurs when updating an individual to no longer be a minister

Sales Orders

  • CDM-9928 Bug - Sales Orders are not available for related records searches on Address records

Search and Call

  • CDM-9533 Story - Standardize minister circulation on doc.minister.circulation

Search and Call Regional

  • CDM-9743 Bug - Clicking Select on the Minister Listing report throws a Field Name Not Found error

Stewardship Technology

  • CDM-9919 Story - Expand transaction date range when fetching the settlement date for a failed transaction to account for records paid via ACH

Suran Omnis Framework

  • CDM-9879 Story - Create a generic handler for executing SQL in a transaction
  • CDM-9886 Story - Update tests to prevent Ferret errors

Suran Server

  • CDM-9201 Bug - Installing a clean local Suran Server generates an error

UCC Profiles Portal

  • CDM-9477 Bug - Deletion progress for individuals in the UCC version doesn't show all descriptions
  • CDM-9804 Bug - Importing UCC Background Checks gives an error about received date being equal to or after the initiated date
  • CDM-9842 Bug - Importing Background Checks doesn't remove them from the import list
  • CDM-9927 Bug - Opening Welcome To CDM+ window from the menu in a UCC database does not load the UCC Customization
  • CDM-9930 Bug - Welcome to CDM+ displays -14 as title in UCC
  • CDM-9933 Bug - When clicking 'View Background,' a different background check than the one selected is opened.
  • CDM-9934 Bug - Cannot update order of pronouns, sexual orientation or race ethnicities on minister data
  • CDM-9946 Bug - Prevent changing minister SAC Status information when a replaced background check is expired
  • CDM-9577 Story - Ability for MESA to withdraw a profile
  • CDM-9578 Story - Ability to move a profile into Fitness Review
  • CDM-9802 Story - Enhance Import Background Checks window to open the Select Record window
  • CDM-9803 Story - Allow searching Individual Records on Background Check
  • CDM-9812 Story - Handle ucc.circulation.validator_id when merging individuals in UCC
  • CDM-9813 Story - Restrict deleting an individual when they are a Validator for a circulation record
  • CDM-9828 Story - Release Hold action
  • CDM-9851 Story - Tables for UCC Ministry Position tracking
  • CDM-9861 Story - UCC Background Checks should link to unpublished circulation records if the existing linked background is expired
  • CDM-9913 Story - Add a cascade delete from individuals to profile download
  • CDM-9943 Story - Load regions on Address tab of Church Records for UCC

User Customizations

  • CDM-9338 Bug - Who's Where exports doesn't decrypt social security numbers
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