Skip to main content
Skip table of contents

CDM+ 12.2.0

Released on December 09, 2024

macOSWindows

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

CDM+ 12.2. requires Data Hosting. Data Hosting is included with every CDM+ Plan at no extra charge.

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
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.