CDM+ 12.3.0

Released on July 20, 2025

Download links

macOS	Windows
CDM+ 12.3.0.12745 Download for macOS 414 MB	CDM+ 12.3.0.12745 Download for Windows 346 MB

Installation Steps

Step 1: Check system requirements

macOS

• DEPRECATED macOS 10.15 Catalina

• DEPRECATED macOS 11 Big Sur

• DEPRECATED macOS 12 Monterey

• macOS 13 Ventura

• macOS 14 Sonoma

• macOS 15 Sequoia

CDM+ runs natively on Apple Silicon and Intel.

Windows

• DEPRECATED Windows 10 x64 (1703 or later)

• Windows 11 x64

• Windows Server 2019 x64 and later

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+ 12.3 Highlights

Check out What's New in CDM+ 12.3!

Issues resolved in CDM+ 12.3.0

ALEX 2.0

• CDM-13111 Bug - Updating church status on ALEX2 church detail does not update doc.church

• CDM-13134 Bug - Address types do not appear in ALEX 2.0

• CDM-13137 Bug - Cannot open yearbook report from home page as Church Staff

• CDM-13146 Bug - Not all users appear for password reset in ALEX2

• CDM-13160 Bug - ALEX2 Yearbook pane does not display total giving or per capita total giving

• CDM-13167 Bug - When editing church details, Inactive Reason should select a list of master code descriptions

• CDM-13176 Bug - Correct field manager master code settings for doc.yearbook.ministry_context

• CDM-13178 Bug - Primary Region of Oversight search in DOC General includes DOC districts

• CDM-13192 Bug - Districts do not properly display in dropdown in Alex 2.0

• CDM-13221 Bug - Unable to update professional code on doc person in Alex 2

• CDM-13222 Bug - Regional Fellowship value is not stored to the database on update

• CDM-13232 Bug - Inactive Date not displayed for DOC churches

• CDM-13311 Bug - On DOC church, address is not being saved correctly.

• CDM-13358 Bug - Primary city and state not appearing with a new church on ALEX2 church list

• CDM-13360 Bug - Adding contact info to churches or people in ALEX generates error

• CDM-13376 Bug - professional_code_id is 0 for all rows in doc.person production and early adopter

• CDM-13441 Bug - Address types do not appear for churches in ALEX2

• CDM-13475 Bug - Updating legal name of region in ALEX throws error

• CDM-13477 Bug - Attempt to save region as inactive in ALEX returns error

• CDM-13480 Bug - If status is null when editing personal profile, saving sets status to Inactive

• CDM-13557 Bug - Cannot create church positions in DOC General

• CDM-12493 Story - Build Data Structure For ALEX 2.0

• CDM-12641 Story - Field Manager for Alex 2.0 Regions

• CDM-12642 Story - Field Manager for Alex 2.0 Churches

• CDM-12643 Story - Field Manager for Alex 2.0 People

• CDM-12645 Story - Field Manager for Alex 2.0 Yearbook Reports

• CDM-12797 Story - Add doc.yearbook view

• CDM-12822 Story - Add built in code type for Regional Fellowship for Alex 2.0

• CDM-12823 Story - Create doc.district view

• CDM-12824 Story - Remove district_region_i, geographic_region_id, and inactive_reason_desc from doc.church_data

• CDM-12863 Story - Add Church Staff Role

• CDM-12864 Story - Add Regional Staff Role

• CDM-12865 Story - Add General Staff Role

• CDM-12869 Story - Create reorganize_ACP_for_ALEX function

• CDM-12870 Story - Update acp_role_types trigger to incorporate ALEX 2.0 roles

• CDM-12893 Story - U-Nav for Alex 2.0

• CDM-12904 Story - Expose Individual Records in CDM+ Desktop for DOC General

• CDM-12905 Story - Remove Church Records from CDM+ Desktop for DOC General

• CDM-12908 Story - Add a migration to enable ACP for ALEX 2.0

• CDM-12919 Story - Polish for DOC Regions

• CDM-12920 Story - Restrict regions in ALEX 2.0 to type Region

• CDM-12921 Story - Add Professional Classification to ALEX 2.0 people

• CDM-12922 Story - Polish for ALEX 2.0 People

• CDM-12923 Story - Add Yearbook Code to ALEX 2.0 Churches

• CDM-12924 Story - Polish for DOC churches

• CDM-12959 Story - Add preferences for doc.yearbook

• CDM-12965 Story - Build doc.yearbook_reporter

• CDM-12971 Story - Sync minister records to individual records

• CDM-12980 Story - Expose related resources on DOC Person records

• CDM-12981 Story - Expose related resources on DOC Region records

• CDM-12982 Story - Expose related resources for DOC Churches

• CDM-13014 Story - Add phone, email, and address code types for doc region

• CDM-13026 Story - Exclude ministers without standing in ALEX

• CDM-13033 Story - Update doc.yearbook valid status options

• CDM-13034 Story - Add additional yearbook data to doc.yearbook_demographics

• CDM-13040 Story - Add initial fieldmanager tests for Alex 2.0

• CDM-13049 Story - Import people and roles

• CDM-13057 Story - Expose doc.yearbook_reporter on DOC Churches

• CDM-13058 Story - Add Website and EIN to ALEX Churches

• CDM-13060 Story - Add policies for ALEX 2.0 Profile page

• CDM-13062 Story - Show Active Churches on ALEX Region

• CDM-13063 Story - Staff on ALEX Regions

• CDM-13064 Story - Auto-generate DOC Church PINs

• CDM-13068 Story - Move Ministry Context code type from Regions to Churches

• CDM-13069 Story - Make status fields use status components in ALEX 2.0

• CDM-13071 Story - Make Total Giving a computed column (`doc.yearbook_finances.total_giving`)

• CDM-13072 Story - Link related resources to fmindividual instead of doc.person

• CDM-13076 Story - Import Regions and Districts

• CDM-13089 Story - change tablename on doc.church to fmchurch

• CDM-13091 Story - Track completion data on doc.yearbook_participation

• CDM-13094 Story - Add doc.church.church_ein field

• CDM-13095 Story - Update doc.church.status to map to fmchurch.number5

• CDM-13096 Story - Migrate doc.church.founded from timestamp to integer (4 digit year)

• CDM-13098 Story - Import churches

• CDM-13102 Story - Import Giving Funds

• CDM-13104 Story - Build doc.yearbook_finance

• CDM-13108 Story - Update doc.yearbook view to include doc.yearbook_finance

• CDM-13110 Story - Allow values back to 1700 for doc.church.founded

• CDM-13112 Story - Add read-only policies for Minister Role

• CDM-13113 Story - Add read-only policies for General Staff

• CDM-13114 Story - Add read-only policies for Regional Staff

• CDM-13115 Story - Add trigger to update status on yearbook_data based on child tables status

• CDM-13118 Story - Make 'Not Started' the default status value on doc.yearbook_finances

• CDM-13119 Story - Make 'Not Started' the default status value on doc.yearbook_data

• CDM-13121 Story - Add doc.yearbook_data back to the yearbook scope

• CDM-13122 Story - Make Per Capita Total Giving a computed column (`doc.yearbook_finances.total_giving_per_capita`)

• CDM-13123 Story - Change the text for the certified field on ALEX 2.0 yearbook

• CDM-13128 Story - Add district_region_id to doc.church

• CDM-13129 Story - Import DOC yearbook data

• CDM-13132 Story - Import DMF Giving

• CDM-13139 Story - Cannot reorganize DOC General

• CDM-13141 Story - Add city and state to doc.church from primary address

• CDM-13147 Story - Add instruction text to DOC yearbook form

• CDM-13172 Story - Display region names alphabetically in drop list

• CDM-13180 Story - Add a full name column for doc.person

• CDM-13197 Story - Only allow system admin to update people who aren't ministers

• CDM-13207 Story - Remove access to People in ALEX 2.0 for Church Staff

• CDM-13208 Story - Church website needs to be a hyperlink

• CDM-13211 Story - Rename Order Of Ministry ID to Order of Ministry

• CDM-13212 Story - Remove Retired from the the detail pane

• CDM-13213 Story - On ALEX2 do not allow deleting a district that is connected to a church

• CDM-13239 Story - Add DISTINCT ON fmchurch.id to doc_church view

• CDM-13258 Story - Migration to update DOC General email links that fk_table to individual_primary

• CDM-13259 Story - DOC Church Sort Enhancement

• CDM-13261 Story - Deny Payment Methods for DOC customversion

• CDM-13295 Story - Add regional_region_name and district_region_name to doc.church

• CDM-13310 Story - ALEX Church Staff need CRUD for address and contact information

• CDM-13322 Story - Allow general staff to read church website

• CDM-13328 Story - Trigger for creating a PIN for DOC church upon address_address_link insert

• CDM-13352 Story - View for regional.church_positions for doc

• CDM-13435 Story - After sorting DOC person by lastname sort by firstname

• CDM-13465 Story - Church and Regions need to use respective phone and email types

• CDM-13467 Story - Limit number of email links for a contact number to one for ALEX 2.0

• CDM-13484 Story - Display banner for doc church ministers pane

• CDM-13495 Story - Add cascade trigger for doc.yearbook when status is changed to Completed or Returned from Validation

• CDM-13537 Story - Views for direct PostgreSQL access to ALEX data

• CDM-13567 Story - Apply `referenceField` setting to ALEX Church columns Region and District/Area

• CDM-13587 Story - Sync church positions for minister to people in ALEX

• CDM-13763 Story - ALEX Subscriber ACP

Access

• CDM-12808 Bug - When multiple church staff Unav menu has other options under records

• CDM-12304 Story - Build data structures for ACP in VCS database

• CDM-12697 Story - Return context for role and criteria for policy with access

• CDM-12710 Story - Trigger to validate that context for a acp.user_role_actor_link is valid

• CDM-12749 Story - Prototype a resource using ACP

• CDM-12817 Story - Add role policies for Home

• CDM-12821 Story - Build acp.role_link

• CDM-12854 Story - Remove columns with no access from declared config

• CDM-12860 Story - Add ACP tests that run in a build

• CDM-12871 Story - Add Viewer (Conference/Association) and Viewer (National Staff) roles for UCC

• CDM-12897 Story - Ability to use different criteria for custom versions

• CDM-12942 Story - Prevent duplicate policy records

• CDM-12974 Story - Return criteria for principle resource and link columns

• CDM-13039 Story - Update columns to have read access on Yearbook Pane but no access on yearbook entry for Church Staff

• CDM-13067 Story - Add a migration to remove duplicate role links

• CDM-13109 Story - Ability to get access from a column scope

• CDM-13120 Story - Enhance individual merge routine to merge ACP roles

• CDM-13126 Story - Add a unique index on acp.role.type

• CDM-13694 Story - Use role description instead of type

Addresses

• CDM-11905 Story - Add address.country and address.state_province tables

• CDM-13022 Story - Synchronize status on address.address and address.address_link

• CDM-13274 Story - Migration to removed orphan addresses

• CDM-13275 Story - Add a trigger to cascade address_link upon deleting address record

• CDM-13701 Story - Default longitude and latitude to NULL

Archiving

• CDM-12661 Bug - Unable to archive if records link to incomplete or failed transactions

• CDM-13621 Bug - Archive window does not open

COG Regional

• CDM-13234 Story - Prevent merging individuals if they have different cog_member_number

• CDM-13644 Story - Optimize the update membership routine when running the membership report

COGBB

• CDM-13335 Bug - churches not loading in cogbb

• CDM-13401 Bug - Adding an email to an individual record in COGBB throws an error

• CDM-13402 Bug - Leading comma ',' appears before church name on the roles tab if the church in COGBB

• CDM-13411 Bug - Benefit Adminstrator is Able to Delete Church

• CDM-13416 Bug - COGBB Benefit Administrators unable to log out

• CDM-13425 Bug - COGBB Benefit Admin doesn't have CRUD Ops for Employees

• CDM-13437 Bug - Billing period and interval are not defined in tempe contracts when scheduling benefit payments

• CDM-13564 Bug - Users can delete payment history records

• CDM-13672 Bug - Identical rows in Benefit Payment Breakdown are grouped together in custom listing and export report

• CDM-13679 Bug - Users can setup recurring benefit payments without assigning an employee

• CDM-13755 Bug - COGBB Payment History Details Page 4th column needs to be labeled Employer Amount

• CDM-12122 Story - Add Benefit Payment Breakdown Custom Listing and Export

• CDM-12123 Story - Limit desktop features for COGBB

• CDM-12124 Story - Create Glossary to Define Terms for COGBB

• CDM-12185 Story - Update Notification Email with COGBB language

• CDM-13181 Story - Customize the Administration window for COGBB

• CDM-13182 Story - Customize menus, toolbars, preferences, etc for COGBB

• CDM-13183 Story - Expose Churches in COGBB Engage

• CDM-13231 Story - Add cog_member_number to fmindividual

• CDM-13237 Story - View for COGBB recurring benefit payments

• CDM-13238 Story - Remove cog.benefit_plan table

• CDM-13243 Story - View for COGBB benefit payments

• CDM-13244 Story - Unique indexes for COGBB tables

• CDM-13246 Story - Prevent creating recurring payment when no payment method exists

• CDM-13250 Story - View for COGBB employees

• CDM-13251 Story - Fieldmanager config for COGBB

• CDM-13277 Story - Add policies for COGBB UNav

• CDM-13279 Story - Add COGBB roles

• CDM-13281 Story - Make COGBB able to Logout

• CDM-13284 Story - Add roles tab to COGBB

• CDM-13286 Story - Add view for cog.account

• CDM-13288 Story - Add module and code type for cogbb church address

• CDM-13291 Story - Hide Details pane for COGBB

• CDM-13299 Story - When entering address and contact info on Church records, create address and email links

• CDM-13336 Story - Automatically assign email to Individual Record for COGBB Benefit Administrators

• CDM-13337 Story - Add Field for Church Name on Request an Account COGBB Form

• CDM-13340 Story - Remove Positions from Employee pane for COGBB

• CDM-13341 Story - Rework COGBB payment tables

• CDM-13342 Story - Rework cog.recurring_benefit_payments view

• CDM-13343 Story - Rework cog.benefit_payment view

• CDM-13345 Story - Create fieldmanager component template for child_json type

• CDM-13359 Story - Remove unique COG member number validation

• CDM-13363 Story - Require pay_account_id on cog.recurring_benefit_payment

• CDM-13364 Story - Skip orphan address insert for COGBB

• CDM-13368 Story - Drop redundant columns on cog.recurring_benefit_payment

• CDM-13369 Story - Update cog.recurring_benefit_payments view

• CDM-13370 Story - Update instead of triggers on cog.recurring_benefit_payments

• CDM-13371 Story - Enhance instead of triggers on cog.recurring_benefit_payments to sync schedules with tempe

• CDM-13372 Story - Add cog.recurring_benefit_payments.end_date to the fieldmanager

• CDM-13377 Story - Add total_employee_amount and total_employer_amount to cog.recurring_benefit_payment

• CDM-13382 Story - Add total_employee_amount and total_employer_amount to cog.benefit_payment

• CDM-13398 Story - Add city and state to church results list for COGBB

• CDM-13403 Story - Use Settlement Date for search on Benefit Payment Breakdown Custom Listing and Export report

• CDM-13410 Story - Temporarily deny create, update, delete to recurring benefit payments

• CDM-13413 Story - Make frequency, start_date, breakdowns required on recurring_benefit_payments

• CDM-13415 Story - Update cog.benefit_payment_detail trigger to insert transactions

• CDM-13418 Story - COGBB adding a new Scheduled Payments Needs to be at top

• CDM-13421 Story - Render COGBB Scheduled Payments with the Schedule pane

• CDM-13422 Story - Filter COGBB Employee Pane

• CDM-13423 Story - Add showInactiveStatus option to cog.employee

• CDM-13434 Story - Display COGBB employee pane like UCC church position pane for status tags

• CDM-13436 Story - After sorting COGBB employee by lastname sort by firstname

• CDM-13449 Story - Update status validation on cog.benefit_payment

• CDM-13451 Story - Enhance PDE processing to support COGBB transactions

• CDM-13461 Story - Add a Total Employee Amount column to the Benefit Payment Breakdown report

• CDM-13482 Story - Allow deleting when schedule.status is Preparing (aka still in edit mode)

• CDM-13486 Story - Sort Payment History and Recurring Payments

• CDM-13488 Story - Remove "Edit History" from Payment History Pane for COGBB

• CDM-13489 Story - Prevent selecting a date prior to tomorrow when creating scheduled benefit payment

• CDM-13490 Story - Prevent selecting an end date prior to the start date when creating a scheduled benefit payment

• CDM-13541 Story - Show address and primary for payment methods

• CDM-13675 Story - Limit Payment History, Scheduled Payments, and Employees on COGBB

• CDM-13678 Story - Render Payment History and Scheduled Payments on detail page

• CDM-13685 Story - Add Benefits Administrator Pane to Church Record

• CDM-13704 Story - Amounts appear as null on payment history detail

• CDM-13714 Story - Remove ID, Church ID, Position, and Position Description from Employee Child Index Page

• CDM-13725 Story - Enhance the Schedule New Payment process

• CDM-13741 Story - Create view for recurring benefit payment breakdowns

• CDM-13742 Story - Create view for payment history breakdowns

• CDM-13743 Story - Instead of triggers for scheduled payment breakdown view

• CDM-13744 Story - Instead of triggers for payment history breakdown view

• CDM-13745 Story - Replace uses of cog.recurring_benefit_payment_breakdown in fieldmanager to use the view

• CDM-13746 Story - Replaces uses of cog.benefit_payment_breakdown in fieldmanager to use the view

• CDM-13756 Story - Update `createAction.successMessage` for Scheduled Payments

• CDM-13764 Story - Remove Routing number and Show last 4- digits of Account Number under Payment Methods

Change Sets

• CDM-13491 Bug - Error processing change sets that include changing any of the region fields

Contributions

• CDM-12951 Bug - Merging Giving Units causes a 300 error

• CDM-13099 Bug - Cannot mark a deposit already processed if it has contributions

DOC General Church Records

• CDM-12739 Story - Add built in code type for Inactive Reason for DOC General

DOC General Ministry Positions

• CDM-13625 Bug - Historical flag not set on church position when end date populated

DOC General Region Records

• CDM-13303 Bug - CDM+ Desktop isn't showing Other type regions in DOC General

DOC Ministers

• CDM-13670 Bug - DOC Minister sync routine fails on linux servers

• CDM-13681 Story - Add Suffix Name to DOC Minister find/report fields

Database API

• CDM-13472 Story - Add 'tags' column to SQL Queue Command table

Direct Deposit

• CDM-13309 Bug - Posting Direct Deposit Payroll does not always choose the default account if there are multiple accounts with same number

• CDM-12198 Story - Enhance PDE processing to support PDD transactions

• CDM-13175 Story - Add contract date to payroll direct deposit

• CDM-13420 Story - Add term for Direct Deposit Payment

Engage

• CDM-13031 Bug - Invalid Parameter error when giving as a guest in Engage

• CDM-13074 Bug - Getting, "Please select an email address" message when one has been selected, when creating an Engage account.

Error Reporting

• CDM-13032 Bug - Sending Jira error reports can throw an error on Suran Server v5

Event Registration

• CDM-12690 Bug - Posting Event Registration payments tried to post those payments marked Do Not Post

• CDM-13665 Story - Add -N for shell command for memcache when linux

Field Manager

• CDM-13185 Bug - Sqitch rebase has errors

• CDM-13366 Bug - Account is not found for password reset if emaillink links to public.fmindividual

• CDM-13399 Bug - Primary address for a church in UCC doesn't show in church list if the fk_table is public.fmchurch

• CDM-13466 Bug - Update fgmastercode_id on fmcontactnumber does not cascade to fmemaillink

• CDM-13568 Bug - You can have mismatching name and table_name on fieldmanager.table

• CDM-12837 Story - Add check_dependencies attribute for prof_dev_training and people_prof_dev

• CDM-12907 Story - Update fieldmanager column setting update function to take in anyelement

• CDM-13106 Story - Add fieldmanager component template for currency (2 digit)

• CDM-13107 Story - Add fieldmanager config for doc.yearbook_finance

• CDM-13117 Story - Prevent deleting component template if there are any component template links using it

• CDM-13151 Story - Fix fieldmanager record where column_name is incorrect

• CDM-13198 Story - Add showStatusFilter fieldmanager setting

• CDM-13233 Story - Change type to `foreign_count` for columns that count foreign records

• CDM-13280 Story - Create table setting called 'showStatusInHeaderBar'

• CDM-13285 Story - Add public schema to `tableName` attribute for fmchurch, fmindividual, fmemaillink, fmcontactnumber

• CDM-13289 Story - Only return column config for a resource if it is in declared

• CDM-13331 Story - Fieldmanager change to add requiredForeignResources on doc church for a primary address

• CDM-13407 Story - Clear out public.fmindividual from address.address_link and fmemaillink

• CDM-13469 Story - Fieldmanager Change for ENG-4600

• CDM-13487 Story - Add fieldmanger setting for existing banner

• CDM-13610 Story - Add a fieldmanager setting to filter by mastercode columns

• CDM-13614 Story - Fieldmanager story for ENG-3381

• CDM-13759 Story - Prevent creating a fieldmanager.column record for a column that doesn't exist on the linked table

Finds

• CDM-13527 Story - Database function to execute searches

Investments

• CDM-3934 Story - Add custom listing fields for year-end investment reporting

Master Coding System

• CDM-6099 Story - Provide an option to make a code or group inactive for UCC, COGBB, and DOC

Membership

• CDM-13290 Bug - Deleting an individual does not cascade to church positions

• CDM-13006 Story - Don't link orphaned individuals to fmaddress when migrating to People records

Omnis

• CDM-13375 Story - Allow pasting values with thousands separators into numeric fields

Payment Processing

• CDM-13428 Bug - The PostgreSQL API for creating Tempe customers does not report HTTP error details

• CDM-13573 Bug - transaction_link_update_amounts quits early for paragon processors

• CDM-12179 Story - Enhance pay system support for COGBB transactions

• CDM-12617 Story - Migrate billing addresses to address.address

• CDM-12628 Story - Trigger to sync fmaddress changes to primary address.address record

• CDM-12722 Story - Add logic to pay.account_info view to determine if address is same as primary

• CDM-12784 Story - Special function to sync pay account addresses to payment processor

• CDM-13144 Story - Use a preference to toggle fraud prevention enabled

• CDM-13230 Story - Temporarily disable Tempe update file errors

• CDM-13414 Story - add pay.tempe_api_post_v2_transactions function

• CDM-13440 Story - Add pay.tempe_frequencies() to limit frequencies to those only available through tempe

• CDM-13483 Story - Add support for PDE Payroll Returns

• CDM-13643 Story - Send Jira error when an SST request is made

• CDM-13693 Story - Add restrictions to marking transactions as inactive

Payroll

• CDM-12770 Bug - An error occurs transmitting a Tempe payroll direct deposit on Suran Server v5

• CDM-12895 Bug - Tax table utilities will not save build number changes

• CDM-12954 Bug - California tax calculations do not properly round standard deduction amounts

• CDM-13042 Bug - Hawaii state withholding does not calculate correctly

• CDM-13200 Bug - New PDD users are unable to transmit PDD

• CDM-13220 Bug - Mondesir with French Accent Breaks Encoding for Payroll

• CDM-13227 Bug - Newer databases or databases that never used SST payroll are missing pay.state records

• CDM-13338 Bug - Payroll Direct Deposit functions don't enable with only Tempe payroll credentials

• CDM-13390 Bug - When Encryption is turned on user gets an error processing Payroll Direct Deposit

• CDM-13604 Bug - Successful transmission of PDD after a failed attempt creates two sets of active contracts

• CDM-13758 Bug - Error occurs updating employee address if auto-draw is selected and there is no payroll processor

• CDM-12138 Story - Pay system support for Payroll Direct Deposit

• CDM-12503 Story - Deactivate ACH payment methods when employee address information changes

• CDM-12504 Story - Mark payment method as inactive when changing employee accounts

• CDM-12611 Story - Update processing fees for Tempe Payroll on posting

• CDM-12633 Story - Employee Custom Listing and Export

• CDM-12651 Story - When transmitting tempe payroll, set the contract date to 1 banking day prior to the withdrawal date

• CDM-12653 Story - Expand the note for multiple payroll batches

• CDM-12705 Story - Transmit payroll using contract groups

• CDM-12740 Story - Bypass fraud checks for payroll schedules

• CDM-12927 Story - Update IA tax withholding calculation

• CDM-12944 Story - Use Tempe API to calculate payroll contract date

• CDM-13306 Story - Cancel contracts when preparing Tempe payroll for transmit

• CDM-13307 Story - After transmitting tempe payroll, confirm the batch status

Phones/Emails

• CDM-13001 Story - Migration to remove duplicate email links

• CDM-13012 Story - Add a migration for fmemaillink

• CDM-13485 Story - Validate mastercodes on fmcontactnumber for COGBB, UCC and DOC

Regional

• CDM-12246 Story - Add columns begin year and end year to regional_church_staff

• CDM-13161 Story - Prevent deleting regional.region records if they are assigned to a church

Reorganization

• CDM-13323 Bug - Updating cogbb database from 11998 to main (12437) gives an error

Search and Call

• CDM-13075 Story - Add minister email address to Relocation Report

Security

• CDM-13312 Story - Raise error when Google API call fails due to IP restrictions

Suran Omnis Framework

• CDM-12816 Bug - Resetting sequences does not reset the sequence for person ID

• CDM-13079 Bug - Assign default values when there are blank values in SWF CRUD

• CDM-13080 Bug - People position records cannot be updated

• CDM-13793 Bug - Aatrix says the forms viewer needs to be installed on a PC (even though it has been used on that computer) but doesn't actually install

• CDM-12007 Story - Database function to insert/update/delete any resource

• CDM-12898 Story - Branch 12.3

• CDM-13002 Story - Decimal numbers are not properly parsed from hstore data

• CDM-13608 Story - Ability to run shell commands using oProcess

• CDM-13752 Story - Use the script runner for check scanner shell commands

• CDM-13768 Story - Default to using the process-based shell runner

• CDM-13780 Story - Enhance Process-based runner on macOS to handle a PATH with spaces

Suran Server

• CDM-12972 Story - Ability to reorganize partial indexes

• CDM-12992 Story - Support trigger conditions

• CDM-13173 Story - Pre-populate fgdb_info stats when transferring

Tax Forms

• CDM-13357 Bug - Iowa state marital status for Single or Married filing separately does not hold

Treasurer Reports

• CDM-11492 Bug - Process Treasurer Reports shows payment gateway down error

• CDM-13164 Bug - User can link Treasurer Report to a Ledger Entry without posting it

UCC Data Hub

• CDM-12378 Bug - Title allows saving codes not connect to TI code type

• CDM-12743 Bug - Error, Saving Message but no Save

• CDM-12772 Bug - Received Reload Error when adding an Affliation to Church Record

• CDM-12777 Bug - Able to save an address without an address type

• CDM-12781 Bug - Not able to Save Conference Finances

• CDM-12787 Bug - Able to save association staff without a start year

• CDM-12796 Bug - Cannot set church removal reason to None

• CDM-12815 Bug - People Records Not Loading

• CDM-12832 Bug - Error updating UCC relating to changing modules on address types in use

• CDM-12834 Bug - Data linked through a fk does not load

• CDM-12838 Bug - Not able to edit Church's Website as Church Staff

• CDM-12940 Bug - Inactive Date displaying as "NaN" for Church Record

• CDM-12952 Bug - People not loading on group_members and church_staffs

• CDM-12953 Bug - Church Standing Doesn't actually save even though it looks like it did.

• CDM-12963 Bug - Churches appear in Engage with the wrong conference

• CDM-13004 Bug - People positions shows the wrong church

• CDM-13011 Bug - User password reset/lookup isn't finding migrated emails

• CDM-13019 Bug - OCWM total not showing as a total

• CDM-13041 Bug - Other UCC Giving Total is below Total OCWM.

• CDM-13070 Bug - When creating a Finance Record you're taken to the Edit page of the Conference instead of being navigated to the Add Record Finance Page.

• CDM-13088 Bug - Finance Input Allows for Decimals when they should be whole numbers.

• CDM-13136 Bug - Resolve Multi Conference Mastercode Unmatch Error

• CDM-13150 Bug - Address type not being displayed in View Mode

• CDM-13179 Bug - Church Staff has access to entire DAD

• CDM-13214 Bug - Conference and Association on Church are not links

• CDM-13217 Bug - Conference is not a link on association

• CDM-13301 Bug - People Records not being sorted by Last Name

• CDM-13365 Bug - Logging into UCC desktop throws message about Church Address Type

• CDM-13404 Bug - Total Active Participants not showing on Yearbook Form

• CDM-13452 Bug - People ID is Not Automatically being Generated when new People Record is Created

• CDM-13471 Bug - Web site changes not save on Data Hub church records

• CDM-13474 Bug - Virtual Attendance is Not Saving in UCC Yearbook

• CDM-13481 Bug - Creating a church in UCC doesn't return church id

• CDM-13565 Bug - positions dropdown loads indefinitely in people positions

• CDM-13586 Bug - Church finder has duplicate churches and pastors are missing

• CDM-13651 Bug - UCC church staff does not select an individual when adding or updating

• CDM-13655 Bug - Fix Individual hyperlink on person transfers page

• CDM-13657 Bug - Group members stuck spinning after saving

• CDM-13658 Bug - Creating a person transfer request without a source/destination association runs into an error

• CDM-13667 Bug - UCC Church Staff can see Person Transfers

• CDM-13703 Bug - Cannot save new necrology record

• CDM-12084 Story - Define regional church position grouping properties in the fieldmanager

• CDM-12153 Story - Import Church Details

• CDM-12204 Story - Map specialized codes to specialized ministries during import

• CDM-12347 Story - Migrate fmaddress to address.address for UCC

• CDM-12365 Story - Populate ACP Data in the UCC Database

• CDM-12380 Story - Data Import for Conferences

• CDM-12381 Story - Data Import for Associations

• CDM-12383 Story - Import Professional Dev Training

• CDM-12384 Story - Import Training_Record

• CDM-12385 Story - Import Conference_Finance

• CDM-12387 Story - Import Address

• CDM-12389 Story - Import Church_Comment and People_Comment

• CDM-12390 Story - Import Specialized_Ministry

• CDM-12391 Story - Import People

• CDM-12392 Story - Import Staff_Assignment

• CDM-12393 Story - Import Ministerial Support

• CDM-12394 Story - Data Hub People Comparison Report

• CDM-12400 Story - Import Multi-Conferences

• CDM-12406 Story - Import necrology data

• CDM-12495 Story - Import Church Attendance

• CDM-12496 Story - Import Church Membership

• CDM-12497 Story - Import Church Finance

• CDM-12551 Story - Remove church/year unique index from ucc.ministerial_support

• CDM-12586 Story - Add tests for association and conference finances config

• CDM-12589 Story - Require Date Initiated, Oversight Body for Fitness Review

• CDM-12672 Story - Create unique code types for church positions and region positions

• CDM-12686 Story - Import UCC Groups

• CDM-12699 Story - Import publish settings into contact number links

• CDM-12700 Story - Import publish settings into address links

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

• CDM-12714 Story - Import dbo.Position.PosOrder

• CDM-12715 Story - Use 'conf' and 'assoc' instead of 'conferenceid' and 'associationid' when importing conferences and associations

• CDM-12717 Story - Require primary address and contact info when saving a record

• CDM-12729 Story - Import People Contact Numbers

• CDM-12730 Story - Import Fitness Review

• CDM-12732 Story - Import Government Endorsement

• CDM-12733 Story - Import Member in Discernment

• CDM-12734 Story - Import Professional Endorsement

• CDM-12747 Story - Auto-Generate the Next available Church Code for a Conference

• CDM-12766 Story - Track completion on each yearbook record

• CDM-12769 Story - Update Primary Race Types for Church Records

• CDM-12773 Story - Add 'Notes' column to UCC vocational table

• CDM-12774 Story - Add code types for Church, Conference, and Association Groups

• CDM-12776 Story - On Conference Record, Number should be a required field

• CDM-12780 Story - Import Roles & Subscriptions

• CDM-12783 Story - Migration to default preferred full name to be First Last and update triggers on ucc.people

• CDM-12785 Story - Update Phone and Email Types for Conference, Association, Church and People based on MCS

• CDM-12788 Story - Add Website to Church's Details Pane

• CDM-12789 Story - Add website to church detail view

• CDM-12794 Story - Add policies for UCC Profile Page

• CDM-12798 Story - Disable yearbook reporting when it's not open

• CDM-12803 Story - Hide address migration special function in non-UCC databases

• CDM-12812 Story - Add Email and Phone Types to Multi-Conferences

• CDM-12813 Story - Add view for conference group creation

• CDM-12819 Story - Add subscription.subscription

• CDM-12820 Story - Add subscription.plan

• CDM-12829 Story - Migrate type into fmemaillink from contact number

• CDM-12833 Story - Add people groups to fieldmanager

• CDM-12859 Story - ACP for four way covenants

• CDM-12872 Story - ACP Policies for Viewer (Conference/Association)

• CDM-12873 Story - ACP Policies for Viewer (National Staff/Affiliates)

• CDM-12909 Story - Update Oversight Body to Oversight Conference and Oversight Association on MID pane

• CDM-12926 Story - Be able to Select a Conference and Association in Edit Mode for People Record

• CDM-12929 Story - Initial ACP for Conference Staff

• CDM-12930 Story - ACP Policies for UNav

• CDM-12931 Story - ACP Policies for Association Staff

• CDM-12932 Story - ACP Policies for Church Staff

• CDM-12935 Story - ACP Policies for CARDD Administrator

• CDM-12936 Story - ACP Policies for MESA Administrator

• CDM-12941 Story - Change status header from Active to Status

• CDM-12943 Story - Add preferred first name

• CDM-12945 Story - Remove host constraints from database policies for Data Hub scopes

• CDM-12947 Story - Add virtual attendance cols to church_attendance

• CDM-12948 Story - Polish virtual attendance

• CDM-12960 Story - Deny edit for Special Mission Offerings for Church Staff

• CDM-12970 Story - Add contact preference column, update people view

• CDM-12973 Story - Base group_members.group_id on owner_fk/owner_fk_table

• CDM-12977 Story - Add a preference to track the fgmastercode id for Removed Church

• CDM-12998 Story - Update CDM+ Desktop features for UCC DAD and DOC General

• CDM-12999 Story - Add fieldmanager column records for prof_dev_training_link

• CDM-13003 Story - Remove conference finance from conference

• CDM-13007 Story - Re-label "Other UCC Giving" as "Additional UCC Giving" under Expenditures in Finance YB Section

• CDM-13010 Story - Make Total OCWM a computed field

• CDM-13013 Story - Fieldmanager and database function changes for API-2118

• CDM-13023 Story - Add policy for access to Conference Finances for Conference Staff

• CDM-13024 Story - Adjust the navigation buttons' text on yearbook pages when no changes have been made

• CDM-13025 Story - Add policies for Groups for Conference Staff

• CDM-13028 Story - Validation trigger for ucc.group_assignment group

• CDM-13037 Story - Update Church Staff ACP for OCWM Basic Support to be read only on Entry Form

• CDM-13038 Story - Remove Groups from datahub

• CDM-13047 Story - Validation for Pledges and Offering Yearbook Field

• CDM-13051 Story - Add Instructional Text for Yearbook Reporting Page for Community Engagement section

• CDM-13073 Story - Add standing as a result column for UCC Churches

• CDM-13078 Story - Assign New Minister Profile Viewer role to any previous "Conference Staff" personnel in the previous system

• CDM-13084 Story - Remove date deceased requirement on necrology

• CDM-13085 Story - Add date deceased requirement on necrology

• CDM-13092 Story - Add template links for church finance columns

• CDM-13101 Story - Add `computedFunction` settings to `ucc.church_membership` computed columns

• CDM-13124 Story - Minister Profile Viewer

• CDM-13127 Story - Membership Entry Enhancements for Yearbook Reporting

• CDM-13130 Story - Add Default sort order for records in table setting FM

• CDM-13133 Story - Update Text on OCWM Expense Instructions for Conferences

• CDM-13135 Story - Update Info Text for Church Participants under Attedance section in YB Reporting

• CDM-13138 Story - Add mastercode mapping option mcMapping

• CDM-13140 Story - Add conference_name and assocation_name to ucc.people

• CDM-13142 Story - Add Primary Address, Mailing Address, Primary Phone Number, Primary Email to ucc.church_detail

• CDM-13148 Story - Add a change tracking table for status updates

• CDM-13156 Story - Build ucc.person_transfer

• CDM-13165 Story - Update Conference Staff and Association Staff role to have CRU for the Church Staff Pane.

• CDM-13166 Story - Update Attendance Section on YB Reporting Form

• CDM-13169 Story - Show date completed on professional/development training summary view instead of date started

• CDM-13170 Story - Display Required for Standing Field with Professional/Development training on People Record

• CDM-13171 Story - Mark address.address fields required

• CDM-13186 Story - 5 for 5 for Church Staff on YB Reporting

• CDM-13191 Story - Set default Group by on Staff pane

• CDM-13196 Story - Add a migration to populate Total Average Participants based on attendance values

• CDM-13215 Story - Add regional_region_name column to ucc.association and ucc.conference staff views

• CDM-13223 Story - Remove the requirement for association on church records

• CDM-13229 Story - OCWM Amount Per Member field needs renamed to Conference Per Capita Dues/Apportionments

• CDM-13263 Story - Update ucc.association sort order

• CDM-13308 Story - Don't set id directly in Instead of triggers

• CDM-13317 Story - Migrate all CARDD Administrator and MESA Administrator role users to Administrator

• CDM-13318 Story - Remove CARDD Administrator and MESA Administrator Roles

• CDM-13349 Story - Change (-1) Heading to None in Positions Grid

• CDM-13392 Story - Update fieldmanager for ucc people to move last name that starts with @ to the bottom

• CDM-13408 Story - Change ucc.people view to have correct primary contacts

• CDM-13426 Story - After sorting UCC people by lastname sort by firstname

• CDM-13450 Story - Enhance sorting on ucc people

• CDM-13468 Story - Update required foreign resources for ucc church and ucc people

• CDM-13497 Story - Monthly Address Changes View

• CDM-13498 Story - Association Staff Changes View

• CDM-13499 Story - Church Address Changes View

• CDM-13500 Story - Church Staff Changes View

• CDM-13501 Story - Conference Staff Changes View

• CDM-13502 Story - Deceased View

• CDM-13503 Story - Inactive Churches View

• CDM-13504 Story - New Churches View

• CDM-13505 Story - People Address Changes View

• CDM-13506 Story - Removed Churches View

• CDM-13507 Story - Ucc.org Staff Changes View

• CDM-13508 Story - Coalition – Prop Congs recd Full Standing View

• CDM-13509 Story - ACP for conference staff for resources outside of their conference

• CDM-13514 Story - ACP for association staff for resources outside of their conference

• CDM-13519 Story - ACP for Conference/Association viewer for resources outside of their conference

• CDM-13530 Story - View for Ministerial Status Changes

• CDM-13531 Story - View for Ministerial Standing Changes

• CDM-13544 Story - Person Transfer Data structure and Triggers

• CDM-13546 Story - Add fk to ministerial status change

• CDM-13547 Story - Instead of triggers for ministerial status change view

• CDM-13549 Story - Fieldmanager and ACP for person transfer

• CDM-13554 Story - Add specialized ministry positions to ucc people

• CDM-13576 Story - Expose ministerial status change reason and status change other in UCC People Standing pane

• CDM-13577 Story - Add Status History Pane to display historical ministerial statuses

• CDM-13578 Story - Update ACP for List View

• CDM-13582 Story - Expose Ministerial Standing change history

• CDM-13583 Story - Make ministerial status non insertable or editable

• CDM-13585 Story - Create instead of trigger for standing on ucc individual

• CDM-13600 Story - Ministerial Status FM clean up

• CDM-13612 Story - Rename Specialized Ministry to Specialized Settings

• CDM-13613 Story - Add column under_fitness_review on ucc.people

• CDM-13620 Story - Table settings required to open Necrology as a child detail record

• CDM-13622 Story - Display old status and standing in the history panes

• CDM-13627 Story - ACP for UCC Groups

• CDM-13645 Story - Ability to mark a Minister Profile as in Fitness Review

• CDM-13648 Story - Transfer Standing ACP

• CDM-13649 Story - Show Final Result and Date Standing Reaffirmed (if populated) on Fitness Review pane

• CDM-13652 Story - Add fieldmanager settings for 11 year report

• CDM-13656 Story - Set collapsable for ucc.vocational

• CDM-13659 Story - Expose Positions and Specialized Ministry with Necrology

• CDM-13660 Story - Populate necrology columns from people

• CDM-13661 Story - Do Not Allow Create Vocational Records

• CDM-13664 Story - Person Transfer Move Person Trigger

• CDM-13671 Story - Fitness Review Automations CDM

• CDM-13674 Story - Send email notification when new necrology is submitted

• CDM-13676 Story - Import ministerial status history

• CDM-13677 Story - Import ministerial standing history

• CDM-13686 Story - Repair statuses from UCC address import

• CDM-13688 Story - Employer Title needs to be changed to Employee Title under Specialized Settings

• CDM-13699 Story - Remove required from state when country is not US, CA, or UK

• CDM-13700 Story - Only use addresses marked as location for Church Finder

• CDM-13702 Story - Constrain church finder to active churches not in MESA conference

• CDM-13709 Story - Make Birth and Ordination columns editable for UCC Necrology

• CDM-13749 Story - PSEC Authorized Ministers View

• CDM-13757 Story - Ability to enter subscriptions for Access UCC

• CDM-13765 Story - Add view for subscriptions

• CDM-13774 Story - Drop Subscription Pane from UCC

UCC Profiles Portal

• CDM-13190 Bug - Profile steps are calculated using fmaddress and fmcontactnumber.fmindividual_id

• CDM-13100 Story - Update if Search Snapshots and Search Local Church Profiles is in Unav

• CDM-13206 Story - Enhance Existing Minister Validator Role

Updating

• CDM-12799 Bug - Error updating UCC Early Adopter relating to invalid roles

• CDM-12806 Bug - An error can occur updating UCC Early Adopter in migration 1249

• CDM-12890 Bug - An error occurs updating in migration 1251 UCC Early Adopter

• CDM-12964 Bug - Update check reports Windows 11 as Windows 10

• CDM-13294 Bug - Updating from 12.3.0 Beta 4 to 12.3.0 Beta 5 on Windows throws an error

• CDM-13479 Bug - An error can occur updating a database to 12.3.0 Beta 7 relating to duplicate email links

User Customizations

• CDM-12911 Story - Add Ledger Import Tool to UID 720

• CDM-12912 Story - Add Vendor Import Tool to UID 720