CDM+ 11.2.0

Download links

Installation Steps

Step 1: Check system requirements

macOS

• macOS 10.13 High Sierra DEPRECATED
• macOS 10.14 Mojave SUPPORTED
• macOS 10.15 Catalina SUPPORTED
• macOS 11 Big Sur SUPPORTED

Windows

CDM+ 11.2 WILL NOT RUN on 32-bit Windows operating systems (x86). Ensure ALL clients that will run CDM+ 11.1 meet these system requirements.

• Windows 7 x64 DEPRECATED
• Windows 8.1 x64 DEPRECATED
• Windows 10 x64 SUPPORTED
• Windows Server 2008r2 x64 DEPRECATED
• Windows Server 2012 x64 DEPRECATED
• Windows Server 2016 x64 DEPRECATED
• Windows Sever 2019 x64 SUPPORTED

Deprecated Operating Systems

Operating systems marked as DEPRECATED will not be available in a future version of CDM+. Read more about CDM+ 12.0 System Requirements (Fall 2021).

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. 

CDM+ 11.2 Highlights

CDM+ 11.2 is a minor update to CDM+ 11.1.

Please see What's New in CDM+ 11.2.

Issues resolved in CDM+ 11.2.0

Accounting

• CDM-8277 Bug - No alert to unpost a deposit first from Bank Reconciliation before Unprocess Deposit
• CDM-8627 Bug - Ledger Activity Trial Balance Report displays "Out of Balance" flag when entry is not out of balance
• CDM-8635 Bug - When adding an account numbers like 8200.2 or 10009C, the system is not recognizing them as numbers so the Multiple Account Selection icon
• CDM-8636 Bug - Account description Bank Reconciliation Bank Charges and Interest is editable
• CDM-8637 Bug - Bank Charges don't use the available space
• CDM-6031 Story - Re-write the system for saving bank charges on the Bank Reconciliation window
• CDM-8581 Story - Update Jump To icon for Vendor Lookup
• CDM-8730 Story - Sort states by the state code on Payer Records

Accounts Payable

• CDM-8252 Bug - Changing the Vendor name causes error

Accounts Receivable

• CDM-8626 Bug - Entering a recurring customer invoice can fail to recognize the account number
• CDM-6739 Story - Engage tab on Customer Records
• CDM-8655 Story - Update trigger on fapayment to include endingdate in check for statement

Activation and Serialization

• CDM-8537 Story - Serialize the software plan
• CDM-8538 Story - Replace Engage Plan with Software plan
• CDM-8539 Story - Limit Individual and Giving Unit record counts based on plan
• CDM-8540 Story - Remove concurrent license check for Complete
• CDM-8569 Story - Remove discrete serialization for payroll
• CDM-8570 Story - Allows allow enabling the check scanner
• CDM-8571 Story - Enable ACH Payroll functions through a system preference and if Payroll Direct Deposit isn't enabled
• CDM-8602 Story - Add a trigger to validate fgsystem.plan
• CDM-8688 Story - Display Unlimited licenses in serialization for Complete

Administration

• CDM-8418 Story - Standardize the Process Pending Contributions permission
• CDM-8419 Story - Use the plural term for Contributions in Administration
• CDM-8731 Story - Remove WMT from Administration

Backup/Restore

• CDM-8611 Bug - An error can occur when backing up a large database
• CDM-8801 Bug - Error backing up hosted databases

COG Regional

• CDM-8721 Bug - Updating COG Regional program to latest version caused Imported Minister Report tabs to use a Current value of 'Windows.'

Change Sets

• CDM-8338 Bug - New phones and emails include a Pending Minister PIN item on ministerial change sets
• CDM-8733 Bug - Opening Process Ministerial Changes causes an error
• CDM-8459 Story - Standardize the term "Notes" on the ministerial change submission window

Chart of Accounts

• CDM-8434 Bug - The data entry default explainer is partially obscured on Chart of Accounts

Contributions

• CDM-8288 Bug - Opening Process Pending Contributions is slow
• CDM-8289 Bug - Processing Contributions is slow
• CDM-8542 Bug - Pledges headed-list-box visibly resizes when going down the list
• CDM-8572 Bug - Splitting the breakdown on an online gift can throw off deposit processing
• CDM-8588 Bug - The icon on the confirmation window to un-post a contribution needs to be updated
• CDM-8591 Bug - Running the Reset Date of Last Gift special function doesn't reset dates
• CDM-8603 Bug - Pledge tab in Giving Unit Records is not sorting by name when the header is clicked for Pledge
• CDM-8606 Bug - Updating Contributions while Pledge Records is open in Add Mode throws an error
• CDM-8610 Bug - Contribution Records can't display full dates
• CDM-8624 Bug - Recurring Contributions Listing includes inactive recurring gifts
• CDM-8628 Bug - An error occurs in Contribution Custom Listing if you include any of the breakdown columns
• CDM-8716 Bug - Gift Records do NOT insert new transaction records when they should
• CDM-8717 Bug - Gift records do NOT cancel saving when saving fails
• CDM-8586 Story - Clean up triggers for calculating first/last gift information on giving units

DOC Ministers

• CDM-8796 Bug - Minister Sent Notice Records cannot be resent

DOC Ministers (General)

• CDM-8660 Bug - Date Options for Minister Custom Listing are partially incorrect in DOC General
• CDM-8694 Bug - The 'Update Previous from Current' button stays active after you click 'Cancel' > 'No' in Change mode.
• CDM-8709 Bug - Select a minister record in Minister Records window and you get an error.
• CDM-8724 Bug - The PDF of a Profile is writing over text on page 13 for Laura Beth Zeh
• CDM-8738 Bug - Working in Minister Records is very slow
• CDM-8755 Bug - Ready for Circulation table not showing reference information
• CDM-7613 Story - Update the DOC General Statistics report to include the entire list of Genders
• CDM-7751 Story - Retain work location historical for DOC General Minister Records
• CDM-8233 Story - Circulation Actions
• CDM-8756 Story - Circulation Notice report must be sent to a defined list of regional staff
• CDM-8758 Story - Include the Not in Circulation, Ready for Circulation, In Circulation, and Pending Update headings for the status of circulation above the list box
• CDM-8759 Story - The 'Update Circulation' button is not visible when 'Permission to Circulate' is not checked and Pending Updates is checked.
• CDM-8760 Story - The circulation notice under the Minister's Updating General and Limited Circulation sections, the change needs to be specified
• CDM-8761 Story - Need to save Circulation Notices and make them available via the Minister Sent Notice window

DOC Ministers (Regional)

• CDM-8575 Bug - Church positions are missing an icon in DOC Regional change reporting
• CDM-8668 Bug - Changing the 'Filter' status on Minister Records window changes the options in the Lefthand sidebar
• CDM-8415 Story - Update the Menu item for the Minister Assembly List report to be Minister Assembly Directory
• CDM-8639 Story - Require additional fields to submit changes for a minister with standing

DOC Regional Ministry Positions

• CDM-8207 Bug - When using Send With Other Application with Ministry Position Email Notices, the Send With Other Application window does not close, and no Ministry position sent notice record is added.
• CDM-8662 Bug - Create Individual is not working in the Ministry Position Records window.
• CDM-8666 Story - Add trigger to set position description from position on sac.ministry_position

Database Browser

• CDM-8712 Story - Store databases metadata in fgdb_info

Demo

• CDM-8703 Bug - COG Demo serialization issue
• CDM-8566 Story - Change the demo password to default

Engage

• CDM-8433 Bug - Roles are unavailable when serialized for Engage without Membership
• CDM-8067 Story - Re-work menu lines specific to Engage Complete access
• CDM-8564 Story - Add fee_assist_prompt column to engage.pending_sms_gift
• CDM-8597 Story - Enhance fcgivingfund_validate_sms_command to prevent using YES or NO
• CDM-8644 Story - Patch changes necessary for final fee assist features
• CDM-8750 Story - Rework the delete triggers on fmcontactnumber and fmemaillink to update giving unit and sync to SST correctly
• CDM-8751 Story - Write a migration to migrate donor emails that aren't currently in fmemaillink

Event Registration

• CDM-8560 Bug - Event Registration does not sort properly
• CDM-8007 Story - Store registration and event dates and times as timestamp fields

Finds

• CDM-8609 Bug - Shift-tabbing from the find criterion field executes the find

Investor's Heritage

• CDM-8809 Bug - Globe Life Heritage statement has broken text
• CDM-8650 Story - Ability to limit Investors Heritage reports by by print index

Ledger

• CDM-8604 Bug - Opening Quarterly Comparison Report throws an error
• CDM-8693 Bug - Changing the offsetting entry when voiding a ledger entry improperly voids the entry
• CDM-8798 Bug - Changing the account on a Bank Charge does NOT enable the Save button
• CDM-8799 Bug - Changing the amount for Bank Charge does NOT update the credit line on the corresponding Ledger Entry
• CDM-8800 Bug - Deleting an Interest line does NOT delete the corresponding Ledger Entry
• CDM-6192 Story - Add a button to jump to the bank reconciliation from a cleared ledger entry
• CDM-6193 Story - Display the reference number when selecting an entry on the bank reconciliation
• CDM-8580 Story - Allow View Selected Entries from Bank Reconciliation for cleared records
• CDM-8596 Story - Add Jump To Buttons for Bank Charges and Interest in Bank Reconciliation

Login

• CDM-8605 Bug - Login window throws error after restoring backup
• CDM-8708 Bug - The login picture is not showing

Membership

• CDM-8009 Bug - Program will not save changes to the field names for items under DOC Minister tab
• CDM-8075 Bug - Last Visitation Date does not refresh when a visitation record is removed
• CDM-8096 Bug - When changing field contents in the Individual Record frame Grid, you get an error
• CDM-8262 Bug - The copy Address Name icon is being cutoff in macOS
• CDM-8556 Bug - An error can occur adding comments to pastoral records from the Pastoral Record Frame tab
• CDM-8769 Bug - Recipients for Individual Email do NOT save correctly.
• CDM-8771 Bug - Individual Email Notice is not saving the list of emails selected under More Options when set to send as BCC

Minister Reports

• CDM-8583 Bug - Minister Info from Import File is not using capitalization

Navigation

• CDM-8706 Bug - Accounting, Ledger, and Sales Orders toolbars are enabled even if their modules are not
• CDM-8584 Story - Change the help.suran.com menu line to go to the base help center URL

Notices

• CDM-8770 Bug - Email notices incorrectly removes recipients if there is a comma in a given recipients name
• CDM-8775 Bug - Individual Email Notice 'More Options' is not holding selection
• CDM-8470 Story - Update the card icon

Payroll

• CDM-8282 Bug - Payroll Period Detail is showing Payroll Records that have been deleted
• CDM-8409 Bug - There is no Address Line 1 option in the Configure window for Employee Records
• CDM-8450 Bug - Calculating Time Off includes deleted payroll
• CDM-8461 Bug - Cannot jump to invoices from posted payroll
• CDM-8527 Bug - A new Employee Record will not save when the Time Off tab is selected during the creation of the record.
• CDM-8779 Bug - Updating to 11.2.0 does not properly set auto-draw pay option
• CDM-5248 Story - Update the Louisiana tax withholding to be correct
• CDM-8139 Story - Bank Holiday polish
• CDM-8554 Story - Update payroll support check for new plans
• CDM-8647 Story - Add a Vision deduction to the Who's Where export

Record Frame

• CDM-8158 Bug - Selecting a column heading on the merge fields window when merging records changes the Final Record heading
• CDM-8645 Bug - Records frame search results do NOT refresh after making changes using the data grid
• CDM-8550 Story - Enhance Record Frame tabs to enable ongoing term-support for tabs with Default Descriptions

Regional

• CDM-8287 Bug - Log the sending of a Notice to an individual via Church Position Emails on the Notices tab of the Individual Record
• CDM-8574 Bug - Adding a new church position through the Church tab in Individual records does not prompt to add mastercode

Roommate

• CDM-7559 Bug - Events with multiple rooms show multiple times on the calendar
• CDM-8619 Bug - The first day of the week view remains blank when starting when selected date is July 22, 2021
• CDM-8621 Bug - Updating a recurring event date in Roommate causes multiple instances to show when you click Next button
• CDM-8683 Bug - Cannot clear customers on events
• CDM-8699 Bug - Event Schedule isn't sorting properly by start time
• CDM-8772 Bug - When switching views in Roommate or making a change to an existing event, the 'Duplicate Event' window displays
• CDM-8594 Story - Add a database migration to reset the Roommate cache
• CDM-8595 Story - Add a Roommate cache reset to the patch script
• CDM-8722 Story - Add integrity trigger to prevent duplicate event instances

Search and Call

• CDM-8641 Bug - Cannot send any email in the program that does not use the confirmation email window
• CDM-8794 Bug - The Enter Circulation action does not cancel if you click no to the prompt
• CDM-7106 Epic - 2020 DHM Enhancements
• CDM-7192 Story - Circulation Notice Report
• CDM-8546 Story - Add Minister Profile salary begin and end to the field manager
• CDM-8578 Story - Update set_circulation_preferences database function to set ciruclationoption 0 for new credential values
• CDM-8656 Story - Remove access to OH circulation reports for IN, PA, MI, and KY

Search and Call Flagging

• CDM-8600 Bug - Printing to Flagged Minister Report from Minister Records incorrectly formats the report data

Setup Assistant

• CDM-8701 Bug - Entering hosting credentials doesn't accept long passwords

Stewardship Technology

• CDM-8783 Story - Handle double quotes in giving unit salutation when syncing to SST

Suran Omnis Framework

• CDM-8504 Story - Enhance the message queue to discard calls to non-existent methods

Tax Forms

• CDM-7810 Story - Migrate tax manager backups to be server-side

Updating

• CDM-7886 Bug - Downloads display the incorrect rate
• CDM-8646 Bug - Updating a 9.3.6.6070 database to 11.1.5.9579 produces an error
• CDM-8718 Bug - Update to web update from 11.1.5.9579 to 11.2.0.9656
• CDM-8757 Bug - An error can occur updating a database to 11.2
• CDM-8867 Bug - An error occurs updating to CDM+ 11.2.0 build 9753

User Customizations

• CDM-8682 Story - Limit attendance totals on PSM's invoices and statements through the current date
• CDM-8723 Story - Allow setting the PSM season attendance start and end date with a system preference
• CDM-8808 Story - Ensure PSM attendance expands the event cache

User Fields

• CDM-8727 Bug - Headers can be selected from the field list when adding fields in User Field Maintenance