CDM+ 9.1r8

Released on May 17, 2012

Download links

macOS	Windows
CDM+ 9.1r8.2387 Download for macOS 163 MB	CDM+ 9.1r8.2387 Download for Windows 173 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+ 9.1r8

Accounting

AP Reports will no longer continue if a begin date is not entered in
AR Aging report will no longer mistakenly give Advanced find options on invoices
Auto-draw entries from PR and AP were entering a '0' rather than leaving the field empty causing Check Listing report to combine entries by vendor.
Check And Deposit tab, on ledger window, will now handle accounts greater than 4 digits
Error 'Cannot Mark AP Entry as printed without an asset link.' when entering a check through the ledger that is tied to a vendor and advanced fund accounting is turned on.
Error when they attempting to change the vendor name of a Vendor when items had been posted to that vendor via ledger checks.
Fixed Error received when trying to close a year after adding a new account.
Fixed Error when Double clicking on a payment item, to open ledger item, in Vendors
Fixed reprint of auto draw checks from the ledger
Full Account description, on related accounts, now updates properly when a Fund, Category, or Subcategory code/number is updated.
New POs will now display in results list until window
Newly created invoices will now display in results list.
Optimized opening the AR Invoices report in a database with a large number of customers
Quarterly Comparison report for user 1639 will now print the column headings properly and the buttons below the account listings are no longer hidden.
The difference of Total Liabilities and Funds on the Account Balances report is now calculating properly.

Archiving

Archiving chart of accounts using a standard search will no longer produce an error

Attendance

When Running the Attendance History update if there was no attendance in the current giving period the message was that you needed to enter in a beginning date instead of warning you of no attenance.

Backup/Restore

Automatic Backups can now be configured to backup to the root level of mapped drives under Windows
Restoring a backup will now clear restore terminated connections that were in place at the time of backup.
The automatic backup cleanup will no longer attempt to cleanup backups that did not succeed
The Database Backup Log will now load data correctly

Check-In/Check-Out

Added Validation at Check In/Check Out self check on for valid event selected

COG Regional

Church Award reports will now run without having to modify them first.
COG Church Award report will no longer generate an error if no giving funds are selected.
COG WR Post Income will now post to the correct income account
Fixed Error when trying to recalc an award year
Fixed Issue of New Ministers not being recognized by the validation on the Minister report window
Fixed Issue where COG Award Calc clears out all award detail for all but the award you last calc'd.
Fixed issue where Girls Club Award Calc was not totaling SMCH Giving
Fixed Position foreign key not always being set on the church tab of the individual table.
Girls Club Award Report on Contributions now has all Giving Areas
Ledger Reference Number for COG Regional Post Income reports now displays the reference rather than 'N/A' .
Optimize Award Calc for COG
Optimize COG Award Reporting
Tithe Average And Worship Average report not showing church name

COG Women's Ministries

Added a database-level integrity check to prevent duplicate women's reports
Added Women's report Points Award Report
Church code now populates on Women's Reports submitted by the WR WMT
Improved the reliability of selecting designations on Women's Reports
Replaced references to "Giving Fund" on the Financial tab of Women's Reports with "Designation"
Women's Reports submitted by the Women's Report WMT will now have a source of "WMT" instead of "Other".

Contributions

Added Test for valid Routing Number after check scanning and before saving it to the giving unit.
Error when deleting a giving unit tied to a church
Fixed an issue where entering data into certain combo boxes (such as giving funds on Contributions entry) and typing the full value would not hold.
Fixed Creating a giving unit from the GU jump button of the Church Record, Caused the GU to be associated with an Address Record ID that was the same as the Church ID.
Fixed Issue where Actual vs. Pledge report was not reporting all giving to date in Detail mode. It printed the composite report correctly.
Giving Fund name changes do not cascade down to All Tables
Goal Amount on Windows cutting off right side till window is resized
Including individual names in the results list on Giving Unit information no longer produces error
Sorting the giving statements using Discount Mail will now list chronologically within giving unit.
The nightly recurring transaction import will no longer fail to import some transactions.

Data Import

Importing *Groups, *OtherInformation and *OtherPhones for individuals will now link fmAddress_ID on the ancillary tables

DOC General

Cover sheet for references and profiles printed from RegionalDatabase-level integrity check to ensure unique minister emails
E-Mail address on Minister Master File in DOC General is now a scrolling single line entry to prevent trailing spaces in text
Implement new disclosure form language
Invite email will report any failure now
Minister Statistics report will consider anyone with an Order of Minister beginning with OM as ordained
Reference will automatically be set to complete when Signed
Toggling the historical status on a reference now holds after saving

Email

Fixed error when sending an email out of contributions and including a staff member that is linked to an individual
Resending email progress message will now show messages sent correctly. Messages sent will only reflect number being resent not original total messages
When a new email notice is created, it now picks up the sender's name and address

Event Registration

Event Registration Master list added sort by registration date
Event Registration Social Security number now format as XXX-XX-XXX rather than XXX-XXX-XXXX.
Fixed Error on Event registration report when trying to do an advanced find on registration information with a composite report
When loading event notices the current event will no longer show as an option

General

Removed extra error text on data integrity errors
Sending feedbacks and error reports when connected to a hosted database will now be much faster
User Management will once again correctly report users as logged in
Windows Only issue: In Advanced Search window, when you tab to create a new line, the cursor will now move to the next line and not the And/Or drop down in the upper right.

Mailing

Periodical Mailing now sorting 3dg Schemes and SCF Properly

Membership

A cleared photo in Address/Individual Records now delete upon saving.
Address Yearbook: City, State and Zip field does not include the words "Alternate Address" for the Alternate city, state and zip like Address Lines 1 an 2.
Exports will now refresh properly if using Advanced find only and a change is made the the search
Individual Labels, one per household, will now sort by zip properly
Individual Report Searches now have a include historical option
Membership Defaults of city, state, etc are now automatically populating Address Records on regional program
Transfer button on Visitor attendance will now be disabled if no record is selected

Payroll

Add a true "Employer Matching Deduction"
Added Validation for employee routing number
Adding a deduction to an existing payroll now saves the deduction
Adding an account record to an employee during an add does not retain the account or routing number
Changing an existing payroll and choosing to recalculate taxes will now recalculate percentage-based deductions that are calculated on hours
Changing deductions and federal tax withheld on View Payroll and electing not to recalculate taxes will now save the changes to federal tax
Cleaned up Employee divider on Calculate Hourly Payroll being off when list is resorted
Contractual Payroll button on Payroll Launcher will now open the Calculate Contractual window
Corrected the OR tax tables for larger pay rates.
Deduction detail now has related record finds for Address Records
Do method command without a valid method name After Calculating Contractual Payroll
Employee info window/deduction tab, the wording "Employer Tax" changed to 'Employer Matching Deduction'
Employee lists on Calculate payrolls does not adjust the Employee name column properly when resized
Federal ID number appears to be modified in the setup window, but after closing the window and looking at fgSystem the number is not updated.
Final Payroll posting report now shows the total Employer Portion of Tax line correctly.
Fixed : Payrolls calc'd with a single pay item exempt from all deductions were still calculating deductions with an add on amount
Fixed an issue where some windows would redraw excessively when saving.
Fixed Sort buttons on hourly and contractual payroll lists
Fixed Visual problem when calculating Regular payroll. Window will reset not reset after calculation
ID tax table 4/20/2012 update
If calculate a payroll then zero everything out and add a positive or negative amount under Deductions to adjust deductions for an employee, the program will take the deduction amount to 0.00 rather than hold the amount.
Post payroll checks will now only show pay items that have a Paid Date and a Check Number instead of Check Number only
Provide the ability to add missing deductions in View Payroll at $0.00
Recalculating percentage-based deduction on View Payroll does now respects pay item exclusions
Renaming a deduction will now cascade that change to employee setup and payroll.
The Select Address window off Employee Information will now open more reliably
Updating a payroll check number, in the ledger, will now update multiple pay items related to the ledger entry
User cannot delete a deduction from and employee with unposted payrolls containing that deduction
When you have Process Hourly checked in the Calculate Regular Payroll, the hourly window will now show the same pay period date

Record framework

Enhance the record frame save

Regional (All Versions)

Error in regional when trying to update an address record related to a Registration record that has a church link that no longer exists.

Roommate

Fixed Error when attempting to duplicate an event in roommate
Room descriptions in Roommate now update on calendar when changed
The blue 'i' under the Event Information window of Roommate is now showing who entered/modified and dates.
Time formatting will now assume AM/PM display if 'Use 24 Clock' is not selected
When Resource information is exploded the data is now displayed properly
While adding Resources, room names did not populate or save successfully when adding a record but populated just fine when making a change to the record.

SST

Processing Deposits that include Clerk Reports or Womens Reports will no longer result in a SQL error.
Recurring Gifts will now have a contribution type (if one has been configured on the options page for that tool.).

Updating

COG Regions get an error on migration 225 when updating from 9.0r17 instead of a notice to upgrade to 9.1r6 first
Fixed an error running migration 283 on non-COG Regional databases.
Fixed an issue reorganizing older database manager versions