CDM+ 9.2

Released on November 20, 2013

Download links

macOS	Windows
CDM+ 9.2.3521 Download for macOS 134 MB	CDM+ 9.2.3521 Download for Windows 193 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+ 9.2

Accounting

Add a Total By Account format to the trial balance designed to meet auditors' needs
Added a filter to the AP Invoice report to show Accrued, Un-accrued or Both
Added customer code to the Create Recurring Invoices window in Accounts Receivable
Annual % of Budget was not calculated on Monthly Comparison Composite for some users
Moved the Advanced Fund Accounting option to System Preferences
Renamed the Advanced Tab in Accounting Setup to Check Numbers and updated the check number list to use the full tab area
The multiple account selector used to pick between accounts that share a number will now list each account's fund code description, category description and sub-category description
Vendor listing report will print a detail list of vendors when performing an advanced search
When creating a recurring transaction for a new vendor, the ID Number/Vendor field of the detail line will populate with new vendor without having to save first and then modify record

CDM+ Mobile (coming December 4, 2013)

Added a Check-In app to CDM+ Mobile
Added a search feature to attendance in CDM+ Mobile
Attendance status code filters in CDM+ System Preferences will now be respected in CDM+ Mobile
CDM+ Mobile 1.2 now requires iOS 7.0 or later and drops support for iPhone 3G, 3GS and iPod Touch 2G, 3G, 4G and 1st gen iPad. See http://www.cdmplus.com/sysreqs
CDM+ Mobile can now take attendance for visitors and for individuals not enrolled in a group
CDM+ Mobile is now available for Android 4.x devices in both phone and tablet formats
CDM+ Mobile will now check the database build number and refuse to connect to databases that do not meet a minimum version
Enhanced the provision code so it's interactive from 3rd party apps
Fixed a crash on iPad when after viewing a sub-app in portrait mode, re-entering that same sub-app in landscape mode would crash the app
Fixed an issue where CDM+ Mobile would not accept provision codes when opening the provision link from an e-mail
Improved error messages when launching CDM+
Launching CDM+ Mobile is faster and much more secure.
Provisions can move from one device to another
Provisions for CDM+ Mobile can now limit for which groups/events a device can take attendance
Removed some groups from individual that don't make sense, such as Staff Codes or Phone/E-Mail Types

Check-In/Check-Out

A Print Server window is available to print Check-In Reports made from CDM+ Mobile
When selecting an individual or family during self check-in, the last four digits of the primary phone number will be displayed to differentiate individuals/families rather than the street address

COG Regional

COG Minister Process window will no longer filter out 'Exempt' ministers
COG Over Short Statements are now updated in a transaction
Treasurer Report record now displays and calculates on the appropriate percentages

Contributions

Actual vs Pledge by Month no longer generates error
Added a contribution breakdown field to contribution notices, custom listings and exports
Added a YTD giving field for giving units to notices, custom listings and exports
CDM+ will no longer give an error when inserting a memorial gift
Contribution Custom Listing report is now available from the Print button in Contribution Maintenance window
Contribution Export report list matches the Contributions Maintenance record frame window
Enabled two new Contributions reports: Contributions Statement Report and Pledge Custom Listing
Exposed the reference number for contributions
History Comparison report was duplicating some givers
Receipts now use the rich notice editor
Re-designed the standard giving search. New features include:
- Allow selecting all events or giving funds easily
- Loading a giving fund set is now similar to loading chart of account sets
- Note that the divider between designations and events/payment types can be dragged
- Showing inactive funds is a persistent checkbox option and inactive funds are marked with an asterisk
- The "Current" date option has been removed
- You can now search on payment types
- NOTE: Saved report setups for reports that use the standard giving search will not translate saved search settings to the new interface

Conversions

Support for converting data from CDM+ Pro 8.0 has been dropped

DOC Regional

Fixed DOC Regional not displaying new/updated Search and Call ministers when doing update

Electronic Banking

CDM+ will now check to see if the Stewardship Technology system is online and responding normally before allowing these actions within CDM+:
- Setup ACH account to submit Women's Reports payments for COG Regional
- Setup ACH accounts for Treasurers Reports payments for COG Regional
- Submit Women's Reports to the International Office from COG Regional
- Transfer payment for Treasurers Reports via ACH when processing imported reports for COG Regional
- Use Deposit Processing
Checking for the SST system status will output useful information to the CDM+ log when set to debug level

Event Registration

Activities can be assigned an optional category. This will group activities on the Registration Entry window and in standard searches
Event Registration record is now auto populating gender field from Individual record
In regional versions, the church will populate correctly when selecting an individual
Registrations can now be marked canceled, which prevents them from appearing on reports or in the post to ledger window
Standard letter, card and e-mail notices for Event Registrations and Activity Registrations are now available
The Notice Queue feature has been removed

General

All notices for all users now use the rich notice editor
Other information sets are now the standard system for tracking other information. Other Information Maintenance is now available
Renamed Support menu to Help. Added "Open Screen Sharing" to Help that opens join.me. Help is now available before logging into the program
Standard and Pro levels have been removed. All users now have "pro"-level features
There are three address lines available throughout the program
User Management has been renamed to Administration. There is a new look-and-feel to this window, especially when working with user permissions

Mailing

Added the permit number to mailing job setups
The CASS and NCOA import and export formats have been updated to be more compatible with Suran Systems' backend processing system

Membership

Address Summary now shows correct Advanced Find Fields
Turned on the Pastoral Records tab for Address and Individual Records

Memorial Gifts

Added notices, exports and custom listings to memorial gifts
Memorial Gifts given now stores an e-mail address
Re-organized memorial gifts reports menu
Updated memorial gifts report standard searches

Payroll

941 settings can now be assigned on a per-line basis in the ledger
Active enrollment in support is required to calculate payroll, change payroll or generate tax tables
Added robust tax form generation through Aatrix
Multiple payers with different EIN values can be tracked and assigned to employees and their payroll
Tax table updates will be automatically installed. There is a new facility to prompt to install a mandatory program update specifically for payroll purposes
Tax Tables now track an effective date allowing multiple sets of tax tables to be installed. The correct set will be chosen based on the payroll paid date
The look and feel of the Write Payroll Checks window has been updated. It is now possible to print Auto-Draw, non-Auto-Draw or both
When calculating payroll, a beginning pay period date and paid date must be provided. All payroll reports now default to searching on paid date. Any YTD totals or cutoffs are now evaluated using paid date. The System Preference to calculate YTD values on check stubs off of paid date or pay period has been removed

Regional

A new system preference controls how church names are displayed throughout the programs
All church-based reports now allow the selection of which address to print
Church addresses are now labeled "Mailing" and "Physical"

System Requirements

1024x768 is the new minimum screen resolution
CDM+ Mobile 1.0 for Android will run on any device running Android 4.0 or later
CDM+ Mobile 1.2 will require iOS 7.0 or later and will run on:
- 2nd generation iPad or later
- iPad mini (any generation)
- iPhone 4 or later
- iPod Touch 5th generaton or later
Mac OS X 10.6 or later is now required
PowerPC chips are no longer supported

Updating

Activating CDM+ is faster
Installing updates on Microsoft Windows Vista and later is now faster and more resilient
Re-activating a database is now accomplished with a single click
Reorganizing databases is faster and more resilient
Updating the database is now logged. Logs are available from Administration (formerly User Management)

WMT (coming December 4, 2013)

Added a Monthly Calendar tool with optional weekly view. This tool is available as a standard tool for Roommate users with the Basic WMT Toolkit
Updated the interface for configuring Options on all tools