CDM+ 9.1r3

Released on November 17, 2011

Download links

macOS	Windows
CDM+ 9.1r3.2018 Download for macOS 224 MB	CDM+ 9.1r3.2018 Download for Windows 171 MB

Installation Steps

Step 1: Check system requirements

Check the CDM+ System Requirements to ensure all computers that will run the version version meet system requirements. This is especially important when upgrading between major versions.

Step 2: Backup your data

Back up all databases that will be updated to the new version. If you subscribe to CDM+ SAAS or Data Hosting you can contact support to make a backup or simply rely on the nightly backup.

Step 3: Download the installer

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

Step 4: Install the new version

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

Step 5: Update your database(s)

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

Issues resolved in CDM+ 9.1r3

Accounting

Bank rec not printing Items cleared on future bank recs
Check Listing will give an error if no asset is selected
Cleared items not refreshing on bank rec if ledger entry changed
Error on budget reports when Display YTD is selected
Error when Splitting off Results list from main window and clicking on Window Options
Expand the AR Recurring Invoices report
Generate Monthly AR Statements is not working if number of customers is less than 100
Reopening a year will Delete all Ledger entries on the first day of that fiscal year
Restoring a deleted Ledger Entry, Before Accepting a delete did not restore current balances.
Updating an accrued invoice does not update the related Ledger entry
When printing a Bank Rec Report from the Bank Rec window, the printed report does not include the Month range in the header.
Changing date range on Payroll reports does not always refresh report.

Attendance

Attendance Worksheet by Date is not printing Totals properly When No page by Code is selected along with Totals Only by Date.
Changed the name of the grouping of fields after Visitor Address from Individual Other Phones/Emails to Visitor Address Other Phones/Emails.
Printing from Visitor Window takes a long time to bring up report window on systems with a large number of visitors.
The Attendance email report isn't pulling up Visitor recipients on non enhanced notices

Backup/Restore

Fixed an error setting folder ownership for automatic backups on XP

COG Church

COG Treasurer report not printing church name on Report Form
COG Treasurer Report: Added Back Treasure Title (Mr,Mrs. Ms)
Fixed an issue where loading figures on a treasurer's report does not immediately redraw the screen

COG Regional

Added a new feature to withdraw funds for Treasurer's Reports via ACH automatically when importing Treasurer's Reports
COG Minister Report Reports Month Selection showing a Full Date
COG Process TR Code and Church sorts do not sort properly
COG Treasurer report: Received and Removed Totals do not calc when doing Load Figures.
Regional Church Position Export always gives. 'No Matching Records Found'

Contributions

Batch Contributions Entry window Target, Remaining does not report 0 when Target = Processed.
Changing the fund on a breakdown line in Contributions Maintenance messes up the linked ledger entry for Online giving entries
Clicking "More Options" on an Online Giving Notice results in a "No matching records found" error when enhanced notices are turned on.
COG treasurer report Setup does not have 'Save/Cancel' buttons
Fixed an issue where the Ledger jump button on Batch Contributions would enable incorrectly
Repeated editing of contributions entries will no longer expose inactive giving funds
Sent Notices window does not show names on Recipient List for letter notices
The pledge todate calculation on the Pledge entry window (Giving Tab) is not computing.
Transferring giving from a temporary address record for visitor giving is not setting 'First Gift Date'.

Conversions

Saved searches are not converting in 8.1-9.1 Conversions

DOC General

Chaplaincy Printed report 'Suggestion' is misspelled in section 5
Ethnic codes on Stats report do not match current Choices
The circulation preferences tab on the Minister Master File and Minister Profile windows will now resize to use all available space

E-Mail

A problem with reporting errors during the sending of email has been corrected.
Fixed an issue where some e-mails would appear malformed
Sending email off Other Phone/Email tab does not include Privacy Notice

General

Changing the name of an SMTP server setup doesn't stick
Fixed an issue where the Welcome to CDM+ window would show all program buttons as active even if they aren't owned
Fixed an issue with window positioning when running the program under a clean install of Mac OS X 10.7 Lion
Loading of check scanner window on non ethernet systems faster.
Record Structures not populating on about window
The program will now automatically repair a problematic server configuration
The program will now display an error under a specific condition that previously gave a false positive

Membership

Address Export/Custom Lis: Does not include the last name or Full address Name of the visitors.
Advanced find option on Attendance report Defaulting to Disabled option not defaulting to Advanced and Standard Search Option.
Double Clicking on an Individual does not take you to the individual record
Error When opening up Individual Lookup on Event Registration
Error when trying to print a name badge with no name badge Selected.
Not showing Carrier Sort on Address labels when Selected

Notices

Visitor Letter/Labels: When you attempt to print a label you get fgwindowpreferences cannot contain a blank key

Payroll

2011 IRS Form Changes
Import tax tables from web not working on some systems
Payroll Period summary has a report window title of PayrollPeriodSummary

Regional General

Regional program unable to do USPS discount mail using Advanced find only on individual Records.

Report Framework

On Windows Report windows will not show preview pane if window is maximized before showing pane

Roommate

A problem with the Monthly calendar report displaying the descriptions multiple times has been corrected.
Error when trying to delete and event with an invalid date
Fixed an issue where single-day day-long event banners would sometimes not appear on the event schedule if there are multiple day events on the same day
Roommate preferences Event cache reset will now test for blank dates

SST

Users will now be able to process pending gifts after the transaction for that gift has been processed into the ledger via Deposit Processing.

Updating

Error updating a 8.2r15 COG Regional database
Fixed a problem where some users could not download web updates
Fixed a problem where updating CDM+ via web or network update would fail on OS X if there were spaces in the path to CDM+ or in the application name