CDM+ 12.2.0

Released on December 09, 2024

Download links

macOS	Windows
CDM+ 12.2.0.12156 Download for macOS 413 MB	CDM+ 12.2.0.12156 Download for Windows 346 MB

Installation Steps

Step 1: Check system requirements

macOS

• macOS 10.15 Catalina

• macOS 11 Big Sur

• macOS 12 Monterey

• macOS 13 Ventura

• macOS 14 Sonoma

• macOS 15 Sequoia

CDM+ runs natively on Apple Silicon and Intel.

Windows

• Windows 10 x64 (1703 or later)

• Windows 11 x64

• Windows Server 2019 x64

Step 2: Download the installer

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

Step 3: Install the new version

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

Step 4: Update your database(s)

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

CDM+ 12.2 Highlights

Check out What's New in CDM+ 12.2 !

Issues resolved in CDM+ 12.2.0

Aatrix

• CDM-12395 Story - Always use AEF for Aatrix

Access

• CDM-12053 Bug - Change password does not work for update authentication

• CDM-11881 Story - Create view for ucc.conference_staff

• CDM-12325 Story - Update acp so address.address fieldmanager settings has masterCodeType

• CDM-12364 Story - Add ACP to CDM+ databases

• CDM-12674 Story - Add role_fk and role_fk_table to acp.user_role_actor_link

• CDM-12682 Story - Update policy evaluation to take criteria into account

• CDM-12698 Story - Fix typo in reference policies

• CDM-12706 Story - Special function to run ACP role migration

• CDM-12713 Story - Add context json column to acp.role to define table and column to use for role link context

• CDM-12725 Story - Add status to regional.region

• CDM-12746 Story - Fix policy actions for Access UCC

Accounting

• CDM-11652 Story - Enhance the browser window to support a custom protocol

Accounts Payable

• CDM-10896 Bug - Write an A/P check for $1,000,000.00 and the written amount is incorrect

• CDM-11654 Story - UID 13179 Vendor Import Function

• CDM-12003 Story - Vendor Import for UID 13179

Accounts Receivable

• CDM-11998 Bug - Customers linked to multiple individuals may not be able access Engage billing

• CDM-12488 Bug - Cannot reverse a failed AR payment if there is a AR statement encompassing the transaction date

Administration

• CDM-12357 Bug - Encryption option is not available in Beta 11

Archiving

• CDM-11876 Bug - Yes/no search fields that are short integers on the backend do not work as search criteria when archiving

Attendance

• CDM-10561 Bug - Cannot change the attendance date for an Event in Event Attendance Entry

• CDM-11576 Bug - Selecting a group for attendance in Mobile Administration closes the group type list

• CDM-11680 Bug - Renamed Church School Class doesn't show in Mobile Attendance list

Backup/Restore

• CDM-12436 Story - Move pg_dump call to API

COG Regional

• CDM-11996 Bug - SQL error when disabling ACH on a Church Record in COG

• CDM-11890 Story - Automatically enable ach info when ACH is on and there is no ach info

• CDM-11891 Story - Dont leave change mode when there is an error saving ACH info

COGBB

• CDM-12118 Story - COGBB Data Structures

Chart of Accounts

• CDM-12544 Bug - Accounts in use can have their type changed

• CDM-6387 Story - Ability to Load a Default Chart of Accounts

Contributions

• CDM-9824 Bug - Contribution Line Statements problem with cutting data off/wrapping incorrectly

• CDM-10091 Bug - Actual vs Pledge using the 'From' date in its search even when 'All Gifts' is toggled

• CDM-10861 Bug - Fields used in Pledge Email Report are NOT Populating Correctly

• CDM-10862 Bug - Pledge Email Report throws Error when using the "Remaining Balance" field when you try to email

• CDM-10979 Bug - Allow giving statements to be transitioned from `Unpublished` to `Replaced`

• CDM-11015 Bug - Can access the People Profile when in the Giving Unit Records window

• CDM-11465 Bug - Payment Method Not Saved when Guest Gift is Process through the Process Pending Contributions Queue

• CDM-11467 Bug - Reversing a fcPendingGiftDetail record in the payment processor fails if there is more than one detail line

• CDM-11532 Bug - fcRecurringSetup can return multiple records with the same id when there are multiple account holder links

• CDM-11538 Bug - Error merging if the source donor has a dummy account from migration

• CDM-11562 Bug - Giving Unit merge fails when the database has no pay.merchant account

• CDM-11633 Bug - Contributions Custom Listing can throw a 'division by zero' error when printing Estimated Fees column

• CDM-11752 Bug - Giving detail dates can disagree with transaction dates

• CDM-11782 Bug - Changing a contribution does not preserve fee information correctly

• CDM-11821 Bug - Error when merging giving units without pay.merchant record

• CDM-11862 Bug - Creating an account for a giving unit created in CDM does not update donor guid

• CDM-11868 Bug - Giving Unit Selection box is not visible in the Generate Donation Receipts window

• CDM-11923 Bug - Merging donors does not merge account holders if the destination donor does not link to an account holder.

• CDM-11984 Bug - Merging donors can throw an error when one pay account holder links to multiple record types

• CDM-12607 Bug - Adding new detail lines to an online gift throws an error

• CDM-12778 Bug - Changes to sort order of Giving Funds inside CDM does not save if there are a lot of funds to sort

• CDM-11601 Story - Add fk check and cascading clear for fcgivingdetail.fcpendinggiftdetail_id

• CDM-11690 Story - Expose the Send Statement field for finds, results, and export in Essentials

• CDM-11803 Story - Update Pledge frequency "bi-monthly" to "bi-weekly"

• CDM-11836 Story - Add Deleted as a valid status for giving statements

• CDM-11850 Story - Create trigger to update giving statement status upon soft deletion of a batch. Also omit 'Deleted' statuses from results related to giving statements/batches

• CDM-11879 Story - Enhance fcgivingdetail_validate to fail fast if posted value is not changing

Custom Listing

• CDM-11893 Bug - Names are repeated multiple times in Contribution Custom Listing and Export when adding Individuals field

• CDM-12069 Story - Migration to clean up accounts where giving unit code is in name_on_card

• CDM-12250 Story - Enhance contribution entry memo fields

DOC General Ministry Positions

• CDM-11841 Bug - Integrity checks for validating multiple gender selection not working

• CDM-12609 Story - Database functions to send emails for expiring ministry positions

DOC Ministers

• CDM-9610 Bug - SQL error occurs when searching on Ordination Date

DOC Ministers (General)

• CDM-9561 Bug - Gender may not appear correctly in a DOC General results list

• CDM-11840 Bug - Changes to Work Location do not update Previous Position data in DOC General

• CDM-11947 Bug - Receiving duplicate staff ref notifications

• CDM-12132 Bug - Processing Change Sets for Credential Region throws SQL Error

• CDM-11748 Story - Change Oversight Transfer Notification Email Address

• CDM-11986 Story - Don't clear primary region of oversight when clicking 'Update Previous from Current'

DOC Ministers (Regional)

• CDM-11496 Bug - In DOC Regional version, Occupation Type shows as a text field

• CDM-11665 Bug - Term License Expire in DOC database does not change when changed in System Preferences

DOC Regional Ministry Positions

• CDM-11951 Bug - DOC Regional Positions Still Active after Removal

DOC Yearbook

• CDM-12464 Story - Add birthdate column to chaplaincy.annual_report

Data Import

• CDM-12678 Story - Reset sequences when importing fieldmanager data

Database API

• CDM-12205 Bug - designation_detail_with_contact_info endpoint contains duplicate results if the donor has multiple individual links

Database Browser

• CDM-11540 Bug - A particular settings database can show databases linked to multiple hosting accounts

• CDM-10251 Story - Get the number of connections for a hosted database from the API

• CDM-11806 Story - Remove the ability to backup and restore from within CDM+ Desktop

Database Integrity

• CDM-10153 Bug - Resetting sequences won't reset an empty table

Deployment

• CDM-11650 Story - Tag main for CDM+ 12.2.0

Direct Deposit

• CDM-12238 Bug - Validation throws error when running payroll for some users

Documentation

• CDM-12683 Bug - Broken Link behind Help button when Configuring Ranges

• CDM-11968 Story - Link Standard Help Center to Standard Serialized Databases.

• CDM-11969 Story - Link Essentials Help Center to Essential Serialized Databases

Engage

• CDM-11420 Story - Expose the Expiring Cards feature in CDM+ Desktop

• CDM-11539 Story - Add digest_password column to engage.user

• CDM-12012 Story - Add data point for storing organizations's contact information on engage.settings

Error Reporting

• CDM-12490 Story - Generate ERR report via Jira rather than Emailing

Event Registration

• CDM-10032 Bug - Make the Church drop-down on the Event Registration a 'Contains' search rather than a Begins with search

• CDM-11703 Bug - Payments tab on Registration Entry does not consistently calculate correctly

• CDM-11861 Bug - Payments with negative amounts do NOT appear in Registration Entry window

• CDM-11869 Bug - Registration balance due is including the Processing Fee

• CDM-11878 Bug - Processing Fee & Event Fee labels do not appear on the Registration Entry window

• CDM-12047 Bug - Cannot upgrade UID 6413 database

• CDM-12251 Bug - Master Listing Report balance due is including the Processing Fee

Field Manager

• CDM-11928 Story - Create fieldmanager databases

• CDM-11929 Story - Field Manager foreign data wrapper

• CDM-11936 Story - Ability to stage fieldmanager changes

• CDM-12015 Story - Build a database function to return fieldmanager data to the API

• CDM-12032 Story - Add Notes Column to address.address Table

• CDM-12209 Story - Migrate data to fieldmanager.function return foreign-key columns and fieldmanager.function_parameter

• CDM-12215 Story - Create fieldmanager.function_parameter table

• CDM-12216 Story - Replace return_fieldmanager_type_id with return_fk and return_fk_table columns on fieldmanager.function

• CDM-12217 Story - Apply data structure changes to data wrapper

• CDM-12268 Story - Move mock field manager from API to database function

• CDM-12333 Story - Add unique indexes to fieldmanager tables currently used by the SWF and remove existing duplicate records.

• CDM-12334 Story - Implement cascading deletes for fieldmanager tables

• CDM-12341 Story - Update mastercode_id to mastercode_key in fieldmanager

• CDM-12343 Story - Update `address.address.[state,country].type` settings

• CDM-12345 Story - Update `fm3.update_yearbook_info()` to set `renderMap` properly

• CDM-12348 Story - Rename `name` setting to `reference` for all `fieldmanager.column` records

• CDM-12349 Story - Added `total_associations` and `total_churches` to declared fields setting for multi_conference table.

• CDM-12351 Story - Correct duplicate table names in Field Manager v3

• CDM-12355 Story - Update ucc.minister_data as optional demographics in the fieldmanager

• CDM-12424 Story - Remove fieldmanager.logon and fieldmanager.logoff

• CDM-12434 Story - Add a "publish" column to address.address_link

• CDM-12437 Story - Set required columns in the field manager for the big 5 Data Hub records

• CDM-12491 Story - Update fieldmanager config to use Term support

• CDM-12548 Story - Add endorsements to fieldmanager

• CDM-12555 Story - Add fieldmanager changes to display fitness review

Finds

• CDM-12613 Bug - An advanced find on address records can produce incorrect results

Installers

• CDM-10259 Story - Eliminate managing a template database

Ledger

• CDM-11119 Bug - Deposit Processing doesn't reflect one-time charges correctly

• CDM-11268 Bug - Label for voided ledger entries displays the reference number for the original voided record

• CDM-11355 Bug - Deposit Processing closes when the 'Back' button is clicked

• CDM-11382 Bug - Deposit Listing Report does not wrap the Description Text

• CDM-11466 Bug - Deposit Processing displays pay.schedule.external_id in the 'Transaction ID' column

• CDM-12022 Bug - Unable to post contributions to ledger in Essentials

• CDM-12040 Bug - Last line shows twice on Deposit Listing when sorted by Transaction Date

• CDM-12111 Bug - An error can occur running Ledger to Budget Comparison report

• CDM-12724 Bug - Making a change to a bank rec if there is a negative entry on the Bank Charges tab causes an out of balance ledger entry

• CDM-12004 Story - Ledger Import Sidebar Action for 13179

• CDM-12005 Story - UID 13179 Ledger Import Function

Login

• CDM-11779 Bug - User limit isn't enforced correctly

• CDM-11805 Story - Require Hosting

Master Coding System

• CDM-9547 Bug - Master Coding System doesn't use terms support for Regions

• CDM-12240 Story - Create new mastercode type classification

• CDM-12608 Story - Create a new version of validate_mastercode_pair for address

Membership

• CDM-9333 Bug - Adding a new staff code to Visitation Records prevents the save

• CDM-9424 Bug - A newly added Region Type is not showing in the Region drop-down when the Conference/Association Records window is already open

• CDM-9509 Bug - Adding a Title on the fly in UCC Approval database causes error

• CDM-9774 Bug - A SQL Error occurs searching on Gender in Individual Summaries

• CDM-10868 Bug - Print button missing in left sidebar on Address Records

• CDM-11406 Bug - Cannot merge individuals if one has a blank user name

• CDM-11509 Bug - Code appears instead of term for Membership on Welcome to Membership window

• CDM-11711 Bug - SQL error can occur when search Individual Summary by Address

• CDM-11763 Bug - Can update fmindividual.gender_desc to be a value that doesn't match the list in gender

Mobile Provisioning

• CDM-12219 Bug - Mobile notification body does not contain reminder text

• CDM-11888 Story - Update mobile.provisionlookup.type when inserting/updating fgmobileprovision

Navigation

• CDM-12028 Bug - Previously set toolbars will still load even if they are no longer available in User Preferences

• CDM-12422 Bug - Clicking Email Tech Support from inside the CDM+ program doesn't open a new email

• CDM-11706 Story - Remove deprecated menu lines for Facilities customization

• CDM-12160 Story - Add Expiring Card to Essentials' Program Menu

Notices

• CDM-11351 Bug - Cannot enter a subject longer than the Subject field on the Notice tab

• CDM-2929 Story - Replace ASCII character 183 with an asterisk

• CDM-11944 Story - Replace any unknown ASCII characters in emails with a dash

Omnis

• CDM-11500 Bug - CDM+ under Studio 11 isn't rendering HTML controls

• CDM-11511 Bug - Progress bars in Studio 11 have an extra background

• CDM-12090 Bug - Deleting an item from a modify report field causes the application to terminate

• CDM-11407 Story - Update to Omnis Studio 11 Revision 35439

• CDM-11503 Story - Turn off dark mode for Omnis Studio 11

• CDM-11617 Story - Update main to Omnis 11 build 35659

• CDM-11830 Story - Update combo box styling on macOS to match drop list styling

• CDM-12030 Story - Update to Studio 11 36251

• CDM-12089 Story - Update to Omnis Studio Now 37038

• CDM-12350 Story - Update to Omnis Studio 11 37255

• CDM-12404 Story - Update to Studio 11.2 38349

Payment Processing

• CDM-11375 Bug - Transaction Custom Listing report throws error caused by sorts that weren't migrated completely

• CDM-11523 Bug - Tempe responses for a transaction that contain '/' will not send a notice when failed/returned

• CDM-11627 Bug - Cannot create an ach account with carriage return in address

• CDM-11724 Bug - Gifts created from processing pending gifts do not get inserted with deposit information

• CDM-11760 Bug - pay/donor_transaction_information does not reflect the total amount of the contribution

• CDM-11764 Bug - Reversing failed transactions does not mark them do not print or post

• CDM-12038 Bug - Changing the Event on a Registration Payment throws an "invalid input" Error

• CDM-12050 Bug - A transaction with enough links can throw an error splitting the fee

• CDM-12155 Bug - Reversing a contribution when processing PDE files throws an error

• CDM-12212 Bug - Remove merchant ids from pay.settings when deleted is true

• CDM-12425 Bug - Tempe Bank Holidays aren't cached

• CDM-11070 Story - Process Tempe Credits and Returns

• CDM-11325 Story - Change pay.schedule status from 'Active' to 'Complete' once the schedule has finished

• CDM-11361 Story - Represent returns as unique transactions in PDE views

• CDM-11448 Story - Assign deposit date on gift using UTC date on bank activity

• CDM-11584 Story - Trigger to check for possible fraudulent transactions/schedules

• CDM-11607 Story - Update trigger for duplicate checks to not use a loop

• CDM-11635 Story - Early return from pde.process_update_files and pde.process_recurrences when in an archive database

• CDM-11663 Story - Update recurrence next gift date when processing recurrences

• CDM-11664 Story - Update pay.donors_transaction_information to use next_gift_date column rather than fetching and validating next gift date

• CDM-11691 Story - Do not send failed transaction notifications if send notifications is disabled

• CDM-11707 Story - Changes to pde.process_deposit_fees for VT-168

• CDM-11713 Story - Ignore recurring transactions in the nagios fraudulent check

• CDM-11758 Story - Enhance PDE logon function to generate distinct batch identifiers per Tempe batch identifier and effective date

• CDM-11769 Story - Enhance pde.manage_transaction_reversal to handle pay.one_time_charge

• CDM-11837 Story - Omit Stewardship Accounts Holders During Giving Unit Merge

• CDM-11845 Story - Enhance clerk report reversal notifications to accurately reflect the reversal type and reason

• CDM-11846 Story - Add deposit date to pay.check_gift_report view

• CDM-11880 Story - Apply changes from VT-238 to PDE processor

• CDM-11887 Story - Enhance error message for managing reversals when the record has already been posted

• CDM-11913 Story - Update reversal functions and improve trigger messages (VT-243 companion)

• CDM-11917 Story - Increase fraud checks for guest gifts

• CDM-11918 Story - Function to check for failed transaction

• CDM-11920 Story - Add enhancements for VT-243 manual repair

• CDM-11999 Story - CASCADE pay.bank_activity.do_not_post changes to related records

• CDM-12033 Story - Remove SST panel from Settings

• CDM-12036 Story - Update donotpost validation trigger for fapayment to be conditional on donotpost value being updated

• CDM-12043 Story - Add expense_account_number to pay.merchant

• CDM-12045 Story - Add a function to get account descriptions by number

• CDM-12046 Story - Add description column to pay.processor

• CDM-12051 Story - Add a Column to faempaccount that Links to pay.account

• CDM-12108 Story - Fraud checks for changing/creating payment methods

• CDM-12128 Story - Edit pop-up message when directing users to setup their settings

• CDM-12129 Story - Database function to return transaction information

• CDM-12151 Story - Clear ambiguous variables in prepare_tempe_direct_deposit

• CDM-12214 Story - Add a migration to remove merchant from pay.settings if deleted = true

• CDM-12470 Story - Enhance fraudulent transaction checks to properly compare NULL values

• CDM-12473 Story - Allow processing PDE settle files after the deposit file arrives

• CDM-12502 Story - When creating a new ACH payment method, include address information and customer first and last name

• CDM-12514 Story - Enhance fraud checks from the API to only consider failures from the processor

• CDM-12603 Story - CDM change for ENG-3555

• CDM-12625 Story - Create a view for pay accounts with address info

• CDM-12691 Story - Move view definition to table class

Payroll

• CDM-10341 Bug - Ignore deleted payroll when deleting an employee

• CDM-11395 Bug - Select All does not work on Time Off Log by Date report

• CDM-11889 Bug - Calculating time off for 'Other' uses the 'days/hours worked' toggle from the 'Sick' time off

• CDM-11896 Bug - Grids on Calculate Time Off window expand past the available space

• CDM-11897 Bug - Calculate Time Off window displays 'Calculating Vacation Time for Employee x+1 of x...' when calculating vacation time

• CDM-11898 Bug - Calculate Time off Window does not honor Payroll system settings

• CDM-12027 Bug - Virginia tax is not calculating for those under $3000 taxable income

• CDM-12073 Bug - Updating payroll merchant is not cascading to fgpreference

• CDM-12257 Bug - ACH setup incorrectly validates the length of the Immediate Origin Company ID

• CDM-12426 Bug - Scheduling a direct deposit queries the API excessively

• CDM-12427 Bug - Scheduling a Payroll Direct Deposit cuts off the date

• CDM-12428 Bug - Error appear scheduling a payroll direct deposit

• CDM-12430 Bug - Transmitting payroll direct deposit produces an error

• CDM-12475 Bug - Clicking Transmitted in Payroll Direct Deposit Processing can hang

• CDM-12515 Bug - Cannot make changes to Payroll Details tab after calculating payroll BEFORE posting or transmitting

• CDM-12593 Bug - Don't allow changes to transmitted DDP

• CDM-8390 Story - Allowing changing dates on payroll transmitted by direct deposit

• CDM-11871 Story - Warning message when creating multiple payroll batches for the same date

• CDM-11994 Story - Update PDD functions to work with Tempe merchants

• CDM-12002 Story - Ability to create a new engage account for DBPayroll database

• CDM-12054 Story - Implement pay.bank_holidays()

• CDM-12059 Story - Only show posted YTD payroll values

• CDM-12074 Story - Update pay.merchant.expense_account_number to pay.merchant.expense_account_id

• CDM-12127 Story - Update PDD employee validation to not make calls to SST for state validation

• CDM-12133 Story - Link direct deposits to processors

• CDM-12134 Story - Expose the Processor in the list of direct deposits

• CDM-12135 Story - Link direct deposits to schedules

• CDM-12136 Story - Add Posting Reference to the details pane

• CDM-12172 Story - Enhance Payroll Direct Deposit to use merchant fee account instead of old SST preference when the processor is Tempe

• CDM-12200 Story - Implement transmit functionality for Tempe Payroll

• CDM-12571 Story - Add columns to report the selected deduction for local taxes on an employee record

Record Frame

• CDM-11802 Bug - Clicking the selected record in a record frame reloads the record

• CDM-12114 Bug - Find select options appearing behind record window

Regional

• CDM-11401 Bug - Position description changes don't cascade to regional positions

• CDM-11402 Bug - Regional Positions aren't shown in Master Coding System Usage

• CDM-11701 Bug - Error when back tabbing from name on Conf/Assoc Record

• CDM-8806 Story - Rename doc.region to regional.region

• CDM-11606 Story - Add a trigger to prevent inserting/updating regional.region with a blank name

• CDM-11873 Story - Enhance merge utilities to support regions for CDM-11765

Reorganization

• CDM-11761 Bug - Accessing a database after getting into failed transaction state throws errors

Report Frame

• CDM-12100 Bug - Incorrect font size when printing to a PDF on Windows

Roommate

• CDM-11568 Bug - Day-view in Schedule obstructs multiple fields

• CDM-11942 Bug - Monthly Calendar report incorrectly prints daily recurring events that are not day-long or multi-day

Sales Orders

• CDM-11895 Bug - 'Gift' check-box on Sales Order Records displays inconsistently

Search and Call

• CDM-11672 Bug - Reference complete emails are sent to Anne Marie in any environment

• CDM-1400 Story - Inline Background Checks when printing from Minister Records

• CDM-8231 Story - Automatically Expire Regional References when changing the credential region

• CDM-11722 Story - Remove the Minister Profiles report from DOC General and Regional

• CDM-11867 Story - Circulation Notice Formatting Changes February 2024

Security

• CDM-11619 Story - Update DBPayroll API postgresql role creation to include new permissions

Setup Assistant

• CDM-11739 Bug - Entering the wrong hosting password doesn't provide a helpful message

• CDM-11740 Bug - Entering incorrect credentials during setup prevents setup

Statistics

• CDM-11512 Bug - Error occurs selecting Detail option in Top List report

Suran Omnis Framework

• CDM-9872 Bug - Allowing the program to go idle causes various components to stop responding

• CDM-12363 Bug - Radio-button prompt does not render correctly

• CDM-12650 Bug - Type to search on lists doesn't trigger a select on the line

• CDM-11613 Story - Add Status to the new data structure tool

• CDM-11787 Story - Build Data Structures for Field Manager V3

• CDM-11788 Story - Build Field Manager V3 ERD

• CDM-11789 Story - Migrate Existing Field Manager to V3

• CDM-11792 Story - For Field Manager V3 Define Resources and their Links/Related Resources

• CDM-12253 Story - Create postgres function to format omnis date to html readable date

Suran Server

• CDM-11746 Story - Typo in create_dbp_api_role

• CDM-11902 Story - Exclude hosting_analytics.database_version from audit logging

• CDM-11990 Story - PostgreSQL 16 Support

• CDM-12145 Story - Increase time out of sending http requests

• CDM-12229 Story - Eliminate plperlu functions

• CDM-12344 Story - Polish migrated plperlu functions

• CDM-12354 Story - Make all tests in communication schema to only run on v4 and v4.5

• CDM-12435 Story - Move database deletion to the API

• CDM-12602 Story - Stop tests in sdm from blowing out the aliases file

Treasurer Reports

• CDM-11316 Bug - Posted Treasurer Reports can be deleted

• CDM-11609 Bug - Unable to replace ACH information on church ACH tab

• CDM-11661 Bug - Treasurers Reports are not reversed properly

• CDM-11670 Bug - Processing the deposit for a returned Treasurer's Report throws an error

• CDM-11390 Story - Notify COG Staff of Treasurer Report ACH transaction failure

UCC Data Hub

• CDM-11659 Bug - In a UCC database, simple find for Conference/Association Type only shows <blank>

• CDM-11681 Bug - Conference/Association Type shows code rather than description in results

• CDM-11682 Bug - Conference/Association Records window allows an association to be its own parent

• CDM-11714 Bug - `ucc.regional_region_update_from_association` fails if no `ucc.regional_data` fields are present

• CDM-11810 Bug - Continue to receive error when trying to delete a line when editing Conference/Association Positions

• CDM-12044 Bug - Other Corporations does not Save Entered Value if Field is Initially Blank

• CDM-12337 Bug - Renamed fieldmanager.column key to `conference_per_capita_dues` [ACP]

• CDM-12519 Bug - Fetching address coordinates throws an error

• CDM-12640 Bug - Triggers for yearbook tables should be based on `public.fmchurch.id` not `ucc.church.id`

• CDM-12701 Bug - Church Records do not Render

• CDM-12738 Bug - Creating a yearbook reporter account throws an error

• CDM-12754 Bug - Unable to create a new church record

• CDM-11595 Story - Build views for `ucc.[association, conference, multi_conference]`

• CDM-11624 Story - Add triggers to validate a region type and the parent it links to

• CDM-11643 Story - Add ucc.conferences_finances table

• CDM-11715 Story - Try the UCC Data Hub import pulling data directly from the warehouse database

• CDM-11766 Story - Use built-in Conference and Association regional types in the UCC database

• CDM-11853 Story - Create UCC Church ERD

• CDM-11854 Story - Create UCC Church Data Structures

• CDM-11884 Story - Enhance conferences tab to use completed

• CDM-11885 Story - Add historical data columns to regional positions

• CDM-11910 Story - Create new ministry_position checkbox columns

• CDM-11915 Story - Add ucc.association_staff view

• CDM-11921 Story - Add arda_mi_file in file_type_options

• CDM-11925 Story - Add `regional_region_id` column to `ucc.association_finance` table

• CDM-11945 Story - Add region_type validation for ucc.conference_staff and ucc.association_staff

• CDM-11949 Story - Add type to ucc.association_finances

• CDM-11974 Story - Add Codes and Code Types for UCC Church Data Structures

• CDM-11985 Story - Companion to API-1818

• CDM-11987 Story - Add other_corporations field to ucc.regional_data

• CDM-12008 Story - Add full name, picture hash, start and end year to conference staff and association staff views

• CDM-12016 Story - Create basic people view to be able to return name for position component

• CDM-12031 Story - Add Title to association Staff View

• CDM-12049 Story - Fix Database View for Contact Staff's Spacing with no Middle Initial

• CDM-12057 Story - Add`standing_date` columns to `ucc.church` table

• CDM-12070 Story - Create church staff view

• CDM-12079 Story - Add ucc.congregational_engagement table

• CDM-12082 Story - Create note.note data structure

• CDM-12083 Story - Create ucc.church_note view

• CDM-12086 Story - Only run ecclesiastical validation when that data changes

• CDM-12088 Story - Create ucc.covenants table

• CDM-12093 Story - Create `ucc.church_detail` view

• CDM-12099 Story - Write triggers for `ucc.church_detail` view

• CDM-12102 Story - Prevent Duplicate Association Names

• CDM-12105 Story - Fix UCC views with full name having extra space if there is no middle name

• CDM-12112 Story - Create INSTEAD OF triggers for CRUD operations on ucc views

• CDM-12150 Story - Add status validation and one-to-one index with UCC church to fmchurch

• CDM-12162 Story - Status trigger constrain value to "Active" or "Historical" in UCC databases

• CDM-12196 Story - Replace ucc.covenent with ucc.specialized_ministry

• CDM-12210 Story - Enhance UCC church view to include the UCC's church ID

• CDM-12241 Story - Add columns classification and classification desc to the table regional_church_position

• CDM-12247 Story - Build UCC Yearbook Data View

• CDM-12249 Story - Add unique index on association finance for regional_region_id

• CDM-12252 Story - Add columns individual_id to regional_church_position as well as ucc.church_staff view.

• CDM-12254 Story - Add status validation for UCC church tables

• CDM-12255 Story - Modify trigger regional_testing.test_church_position_historical() to handle ucc differently

• CDM-12259 Story - Add year column to ucc.church_finance

• CDM-12260 Story - Add unique index to only allow one of each table used in yearbook per church per year

• CDM-12261 Story - Rename yearbook_year to year for ucc.ministerial_support

• CDM-12263 Story - Add previous_membership and total_baptisms to ucc.church_membership

• CDM-12300 Story - Add year to congregational engagement and unique index for year and church

• CDM-12301 Story - Add congregational engagement to yearbook view

• CDM-12339 Story - Add ucc.people view

• CDM-12340 Story - Add ucc.people view to fieldmanager

• CDM-12346 Story - Add primary flag to address.address_link

• CDM-12356 Story - ACP: Make status the last declared field for church, conference, multi-conference, and association

• CDM-12360 Story - Change type on inactive_date to 'date'

• CDM-12362 Story - Add conference_id and association_id to ucc.individual

• CDM-12367 Story - Migrate Regional Positions to Custom Roles

• CDM-12369 Story - Data Structures for Fitness Review

• CDM-12370 Story - Data Structure for Government Endorsements

• CDM-12371 Story - Data Structure for Professional Endorsements

• CDM-12372 Story - Data Structure for Necrology

• CDM-12375 Story - Add dependantOn config to ucc.church_detail.association_id

• CDM-12376 Story - Remove people and church note views

• CDM-12379 Story - ACP: Hide historical field when viewing a people record

• CDM-12382 Story - Migration to move ucc.regional_data.number to regional.region.number

• CDM-12396 Story - Ability to specify an owner on a master code

• CDM-12397 Story - Ability to track a status on master codes

• CDM-12399 Story - Add UCC specific group data structure

• CDM-12407 Story - FM3: Make `ucc.association_staff.position` column editable

• CDM-12408 Story - FM3: Move Comments page to link column on People detail page

• CDM-12414 Story - Adjust yearbook table to new grouping system

• CDM-12420 Story - Expose pronouns_desc on ucc.people view

• CDM-12433 Story - Add a "publish" column to fmEmailLink

• CDM-12449 Story - Update field to Denomination of Ordination

• CDM-12450 Story - Add STATUS_EDIT code type

• CDM-12451 Story - Create ucc.prof_dev_training_link data structure

• CDM-12453 Story - Move Special support (Conference), special support (direct) and Total OCWM should go under Special Mission Offerings in the Yearbook Grid

• CDM-12456 Story - Add ucc.necrology to fieldmanager

• CDM-12457 Story - Make End Year and Historical columns reactive to one another for staff records

• CDM-12459 Story - Data Structure for Education

• CDM-12461 Story - Add ucc.Fitness_review to fieldmanager

• CDM-12462 Story - Add ucc.government_endorsement to field manager

• CDM-12463 Story - Add ucc.professional_endorsement to field manager

• CDM-12465 Story - Set min and max constraints on Start Year and End Year for staff records

• CDM-12466 Story - Enhance the fieldmanager to support templates

• CDM-12467 Story - Enhance function to fetch fieldmanager data to consider templated defaults

• CDM-12469 Story - Create Data Structures for MIDs

• CDM-12472 Story - CCPO mastercode needs to be in lower case

• CDM-12474 Story - Make associations unique when creating association finance records

• CDM-12480 Story - Delete `ucc.church_staff.full_time` column

• CDM-12484 Story - Create People Professional Development view

• CDM-12492 Story - Compute `date_deceased` on month, year, and day

• CDM-12498 Story - Add columns needed for data hub address import

• CDM-12499 Story - Add mastercodes for address type

• CDM-12509 Story - Migrate Regional Position for Conference/Association Staff to Roles

• CDM-12521 Story - Remove Year 0 Column from Churches Yearbook Grid

• CDM-12523 Story - Build data structure for UCC people positions

• CDM-12554 Story - Add three-part-date columns to endorsements

• CDM-12565 Story - Duplicate records returned for ucc.people view

• CDM-12572 Story - Accompanying CDM story for Location of Ordination

• CDM-12583 Story - Enhance valid values trigger to allow empty string

• CDM-12584 Story - Fix default status to allow for Active and Inactive or Active and Historical on per instance basis rather than on custom version

• CDM-12585 Story - Update association_number to have type number

• CDM-12587 Story - Insert modules and scopes for UCC UNav

• CDM-12592 Story - Add demographics columns to people

• CDM-12610 Story - Add status column to conference staff

• CDM-12620 Story - Make 'Start Year' and 'End Year' columns on Specialized Ministry integers instead of timestamps

• CDM-12669 Story - Decouple address from individual records in UCC Individual Records

• CDM-12687 Story - Create groups component view

• CDM-12688 Story - Trigger to set latitude and longitude on addresses on insert and update

• CDM-12689 Story - Deploy the earthdistance extension

• CDM-12702 Story - Roles pane on UCC Individual Records

• CDM-12703 Story - Migration for yearbook reporter

• CDM-12707 Story - Special function to run address.address migration

• CDM-12708 Story - Create UCC Church Finder database view

• CDM-12712 Story - change conference_staff and association_staff in field manager to allow for default status

• CDM-12721 Story - Update yearbook view to use fmchurch instead of ucc.church

• CDM-12726 Story - Info/Instruction Text for Yearbook Reporting

• CDM-12735 Story - Remove Church Code on Church Details

• CDM-12736 Story - Replace Church Code with Church ID on Church Results

• CDM-12737 Story - Generate a Person ID when adding a person in the UCC version

• CDM-12741 Story - Allow duplicate master codes with different owner_fk/owner_fk_table combos

• CDM-12752 Story - Add people_prof_dev to mobile renderMap for people

• CDM-12755 Story - Remove reactsTo column setting on status template

• CDM-12757 Story - Change Records submenu order

• CDM-12762 Story - Expose conference camp data in conference details pane

• CDM-12763 Story - Require type for phone and email contacts

• CDM-12764 Story - Adjust min date range for church.organized_date

• CDM-12775 Story - Require position on Staff, Group Assignment, and Specialized Ministry

UCC Profiles Portal

• CDM-9476 Bug - Individual records in the UCC version won't show email addresses in the results list

• CDM-10236 Bug - In UCC database, when removing the role of Minister, Person ID is set to zero.

• CDM-11668 Bug - UCC Master Coding System is Missing Churches

• CDM-11679 Bug - Conference/Association Records window does not recognize MCS values

• CDM-11712 Bug - Opening Conf/Assoc from Welcome window loads old frame

• CDM-11755 Bug - Opening Conf/Assoc from Welcome Window or toolbar does not use window settings

• CDM-12052 Bug - Number Attendance is a smallint

• CDM-11698 Story - Provide space to display conference and association on Church Records

• CDM-11784 Story - Add association_name and conference_name columns to ucc ministry positions view

• CDM-11831 Story - Create a view for profile download details

• CDM-11907 Story - Create External Link master code type

• CDM-11914 Story - Add columns for digital worship on local church profile

• CDM-11922 Story - Add name column to ministry_position_file

• CDM-11952 Story - Add home_equity and home_equity_desc columns

• CDM-11953 Story - Add "On average, how many viewers are there per service?" col to ucc.ministry_position

• CDM-11954 Story - remove checkboxes from LCP file uploads

• CDM-11955 Story - Add columns for housing allowance on ucc.ministry_position

• CDM-11959 Story - Companion to ENG-2799

• CDM-11960 Story - Add column for link/file for compensation

• CDM-11961 Story - ENG-2866 companion: Remove other_reim_desc2 and other_reim_desc3 columns from ucc.minister_position

• CDM-11965 Story - Add columns for accessibility items to ucc.ministry_position

• CDM-11979 Story - Change Column Names and Add a New Column on Ministry Position

• CDM-11989 Story - Add column to ucc.ministry for file or link for capital campaigns

• CDM-11993 Story - Remove columns used for Check if Yes

• CDM-12000 Story - Create ucc.ministry_position_finance table

• CDM-12018 Story - Update allowed church profile status changes

• CDM-12163 Story - Add column to track type of UCC reference

• CDM-12226 Story - Migration to set type on existing references

• CDM-12481 Story - Add salary comments string to ucc.ministry_positions

• CDM-12510 Story - MIgrate roles from individual record to ACP roles

• CDM-12771 Story - Replace references to doc.region to regional.region in UCC profiles import

Updating

• CDM-12014 Bug - Unable to update or rename databases in CDM+ 12.2.0 Beta 6

• CDM-12489 Bug - Error occurs updating CDM+ 12.2.0 beta 6 to CDM+ 12.2.0 beta 12

User Customizations

• CDM-12125 Bug - Getting Error Message indicating that Vendor Information is Missing

• CDM-11662 Epic - Data Import for UID 13179

• CDM-10706 Story - Ledger import for UID 13179

• CDM-10707 Story - Vendor Import Sidebar Action for 13179

• CDM-12037 Story - Add pay.designation_detail_with_contact_info View

• CDM-12039 Story - Enable the Pledge Contributions Entry for UID 13515

• CDM-12060 Story - Focus on Import Window after file has been loaded

• CDM-12063 Story - Update View with New Columns and Include Pending

• CDM-12193 Story - Add unique identifier to memo field when importing ledger records

User Fields

• CDM-11594 Bug - SQL Error occurs in User Field Maintenance window when adding a new column while there are no rows in the results list

• CDM-12223 Bug - User Field Maintenance Window does not save changes made to field on the right person

• CDM-12302 Bug - Clearing out user fields in the User Field Maintenance window does not save correctly if there are multiple fields