CDM+ 12.1.0

Download links

Installation Steps

Issues resolved in CDM+ 12.1.0

Aatrix

• CDM-10604 Bug - US zip extension does not print on Aatrix forms

Accounting

• CDM-9686 Bug - Can't use keyboard to trigger Save or Cancel when adding/changing from a bank rec
• CDM-11516 Bug - The related record find from Ledger Records to Bank Reconciliation has an incorrect description

Accounts Payable

• CDM-10681 Bug - In macOS Ventura, selecting an invoice in Mark Invoices to Pay causes the field/line to turn black.
• CDM-10838 Bug - Payables reports shows a -14
• CDM-11518 Bug - Address Line 2 is missing from the find and result column fields on Vendor Records

Accounts Receivable

• CDM-10492 Bug - Print Term Lines and Print Service Charge Line default is not set when creating from recurring

Activation and Serialization

• CDM-10883 Bug - Users with Accounting and a merchant account do not have access to Online Billing
• CDM-10361 Story - CDM+ Essentials
• CDM-10747 Story - Add UID 13509 to serialization.is_suran_user()
• CDM-10785 Story - Add the Starter plan

Administration

• CDM-10477 Bug - Do not show 'Allow user to administer Online Giving' in a UCC database.
• CDM-10560 Bug - In CDM+ Essentials, Sets under Administration is not showing sets it is staying on the what was previously selected.
• CDM-10592 Story - Add a system preference for API

Archiving

• CDM-10563 Bug - Archiving Registration records with an advanced find can throw a SQL error
• CDM-10585 Bug - Archiving records with advanced finds in Standard mode may generate a SQL error
• CDM-10657 Bug - Unable to choose from the Event fields for preview columns in archiving
• CDM-11648 Bug - Choosing a destination database for an archive does not prompt to authenticate when an update is needed
• CDM-10278 Story - Don't copy Stewardship Credentials when archiving
• CDM-10765 Story - Prevent archiving contributions linked to a published statement

Backup/Restore

• CDM-10538 Bug - Backing up a database with CDM+ 12.0.7 on a hosting server updated to CDM+ 12.0.8 or higher causes errors.

COG Regional

• CDM-10805 Bug - Older Minister Reports are missing information
• CDM-11237 Bug - Creating a Treasurer's Reports does not actually create the transaction
• CDM-11299 Bug - Errors are not being handled when creating an ACH on the church window
• CDM-11380 Bug - Adding a Giving Fund to Women's Ministry Report Setup throws an error
• CDM-11405 Bug - Dont check for SST on ACH tab of church records
• CDM-10806 Story - Indicate on the Minister Report if the report was filed online or entered manually
• CDM-10846 Story - Ability to make Treasurer Report payments through Tempe
• CDM-11012 Story - Enhance Church records ACH tab to save/update payment info with PAY service
• CDM-11018 Story - Disable editing church ACH accounts
• CDM-11257 Story - Fix description not populating on Women's reports

COG Voting

• CDM-10586 Bug - COG Manual Voting Bug
• CDM-10595 Story - Replace presidential example data with ice cream for electronic voting
• CDM-10599 Story - Add horizontal lines to the Voting Results report

Chaplaincy

• CDM-10598 Bug - In DOC General, 'Download' is misspelled on the confirmation for chaplaincy report
• CDM-10553 Story - Use snap to download form on chaplaincy tab
• CDM-10570 Story - Migration to update in progress chaplaincy forms to v2
• CDM-10575 Story - Add foreign key checks to chaplaincy.annual_report
• CDM-10576 Story - Only allow one in progress chaplaincy form per minister
• CDM-10615 Story - Change printing Chaplain's forms to open the PDF

Check-In/Check-Out

• CDM-11302 Bug - Icons do not display correctly in staff CICO

Contributions

• CDM-8535 Bug - Contribution Custom Listing shows duplicate records when grouping by giving unit and including aggregate breakdown columns
• CDM-10101 Bug - Process Pending Gifts window exceeds max height allowed for a stand-alone window
• CDM-10322 Bug - The Welcome to Contributions window uses the singular term in the window title
• CDM-10326 Bug - The fund breakdown on the Daily Contribution Breakdown report should be listed in alphabetical order
• CDM-10542 Bug - On the Transaction Custom Listing Report, we need to populate all of Stewardships Statuses and Response Codes so users can see Statuses such as 'Declined' with the response code.
• CDM-10579 Bug - Pending code appears on the Donor Selection field of Contribution Custom Listing and Export when in an Essentials database
• CDM-10623 Bug - Recurring Contributions Detail has the wrong header
• CDM-10666 Bug - Recurring gifts from Engage are not inserted with Transaction Reference Numbers when the database is NOT in live mode
• CDM-10677 Bug - Recurring Gifts can fail to insert the final gift if the transaction occurs after the CDM+ end date
• CDM-10679 Bug - Certain fields on the Contributions Custom Listing and Export cause multiple lines to print
• CDM-10767 Bug - Non-Contribution fields are not marked as "full contribution" in the Contribution Custom Listing and Export report
• CDM-10773 Bug - Users can create Giving Unit Records without linking it to a Church or Address Record via Process Pending Contribution
• CDM-10782 Bug - Performing a related record search with record type 'Order Payment' throws an error if the criteria includes 'All Results'
• CDM-10796 Bug - Users can enter an end date that is before the start date on the Actual vs Pledge report
• CDM-10801 Bug - Frequency field displays incorrectly for setups that are either one-time or recur on the 1st and the 15th
• CDM-10831 Bug - If a field is skipped in Organization Name (under System Preferences), then the Address and City, State, Zip lines merge onto one on Print Statements report
• CDM-10839 Bug - Send recurring emails function returns early for dev and main environments
• CDM-10885 Bug - Recurring Contributions Forecast does not report 1st and 15th or one-time gifts correctly
• CDM-10897 Bug - Selecting 'Suffix' for email/phone number fields does not print a person's suffix name
• CDM-10914 Bug - Daily Report of Contributions does not use term support
• CDM-10923 Bug - Text Giving Fees do not use 0 values from engage.fee_percentage
• CDM-10970 Bug - Should not be able to delete a giving unit with a recurring or future one-time gift
• CDM-10973 Bug - Contributions Custom Listing and Export doesn't consistently output data
• CDM-11002 Bug - Adding new lines to an online gift in CDM+ does not create new transaction links for those lines
• CDM-11014 Bug - Deposit ID not populating
• CDM-11017 Bug - Default account for giving unit is not cleared when pay.account record is deleted
• CDM-11019 Bug - Not all gifts are returned from the recent gifts view
• CDM-11028 Bug - Deleting the last gift record on a statement throws an error
• CDM-11029 Bug - Contribution Custom Listing and Export can run slow or not produce results when including columns for breakdown fees and net
• CDM-11046 Bug - Deleting a detail line linked to a gift that was created through Tempe throws an error
• CDM-11062 Bug - Return individual suffix in pay/donor_information_report
• CDM-11247 Bug - Contributions Custom Listing and Export report times out
• CDM-11264 Bug - Breakdown columns are available on Contribution Records and can cause multiple results per contribution
• CDM-11270 Bug - Merging donors links the donor to multiple account holders
• CDM-11328 Bug - The fcrecurringsetup view presents gifts on the 1st and 16th with a null recurpreset
• CDM-11365 Bug - Recurring Contributions Forecast report does not work with '1st and 16th' frequency
• CDM-11409 Bug - Donor Information One endpoint excludes some results
• CDM-11426 Bug - 'Transaction' and 'Transaction Breakdown Line' fields do not print on the Contributions Custom Listing and Export report for Regional databases
• CDM-11460 Bug - NULL deposit dates can be returned from sst.deposit_detail_designation_detail_with_contact_info()
• CDM-11517 Bug - pay.recent_gifts view omits results that are not linked to a pay.schedule
• CDM-11520 Bug - Trigger catching update error on contributions.fcgivingdetail_giving_statement_link should be a BEFORE UPDATE trigger
• CDM-11522 Bug - Total contributions does not total correctly when there are no other gift fields on Contribution custom listing
• CDM-10554 Story - Remove Contribution Setup window
• CDM-10600 Story - Hide Process Pending if auto process guest gifts and no pending contributions
• CDM-10607 Story - Recurring Contributions Setup Custom Listing and Export
• CDM-10609 Story - Add a date range to the Recurring Contributions Listing standard search
• CDM-10622 Story - Include all sources on the Recurring Contributions Detail report
• CDM-10628 Story - Prevent marking the giving fund used for Engage Fee Assist as inactive
• CDM-10659 Story - Data structures for online giving statements
• CDM-10660 Story - Database function to create an online giving statement
• CDM-10672 Story - Ability to format giving funds custom field
• CDM-10693 Story - Estimated Fee field
• CDM-10734 Story - Mark recurring gifts as cancelled when their payment method expires
• CDM-10742 Story - Add contributions.giving_statement_batch
• CDM-10743 Story - Update contributions.giving_statment to work with contributions.giving_statement_batch
• CDM-10745 Story - Ability to generate giving statements for a specific range of giving unit codes
• CDM-10748 Story - Related record search for online statements
• CDM-10757 Story - Allow linking individuals to Giving Units in Essentials without membership
• CDM-10760 Story - Ability to administer Online Statements through CDM+ Desktop
• CDM-10764 Story - Add warning to contribution records when there is a linked giving statement
• CDM-10766 Story - Update giving statement view
• CDM-10778 Story - Populate statuses for historical recurring setups
• CDM-10783 Story - Expose Contribution Statements - Line in CDM+ Essentials for Migrated Stewardship clients
• CDM-10786 Story - Ability to create a single giving statement from batch
• CDM-10787 Story - Compute ending date for online setups in Recurring Contributions Custom Listing and Export
• CDM-10791 Story - Add fcgivingunit.emailstatement to giving statement view
• CDM-10802 Story - Adjust `create_giving_statement_batch` db function to return the new batch id
• CDM-10828 Story - Show Send Email on Giving Units for all Essentials users
• CDM-10855 Story - Ability to add the default giving unit email address to Giving Unit results and reports
• CDM-10859 Story - Return giving email for donor from giving statement view
• CDM-10864 Story - Allow linking individuals to giving units for any user that has Engage access without membership
• CDM-10881 Story - Make fcrecurringsetup an updatable view
• CDM-10898 Story - Enhance transaction sync to validate any recurring setups create within the past week
• CDM-10903 Story - Create view for checkGiftReport
• CDM-10907 Story - Create view for DepositDesignationDetailByDepositDate
• CDM-10908 Story - Create view for DonorsTransactionInformationSettlementDate
• CDM-10911 Story - Create view for AccountSchedules
• CDM-10919 Story - Create view for PCADepositDetailDesignationDetailwithContactInfo
• CDM-10924 Story - Database function to calculate next occurrence of a recurring gift
• CDM-10928 Story - Sort CheckGiftReport results
• CDM-10930 Story - Add Deposit ID to Transaction Custom Listing and Export
• CDM-10931 Story - Sort DepositDesignationDetail results
• CDM-11097 Story - Mark recurring gifts as 'Failed' instead of 'Canceled' when they end because of a failed gift
• CDM-11166 Story - Limit recurring gift pre-creation to the active payment merchant
• CDM-11259 Story - Add pay account status to the pay recurring gifts view
• CDM-11277 Story - Update process pending contributions to modify pay.transaction_link directly instead of using fgstewardshiptechnologiestransaction
• CDM-11293 Story - Create recurring Engage gifts from PDE data instead of recurrence schedules
• CDM-11323 Story - Change status from 'Scheduled' to 'Active' on pay.schedule when a scheduled gift is authorized for the first time
• CDM-11326 Story - Add engage_giving_set_id column to contributions.recurring_gift
• CDM-11378 Story - Recurring Forecast Custom Listing
• CDM-11388 Story - Update the deposit date on a gift to match the effective date of the deposit when processing fees
• CDM-11393 Story - Optimize donors transaction information view
• CDM-11399 Story - Add 'Description' column to 'recurrence.schedule'
• CDM-11400 Story - Move description trigger from 'fcRecurringSetup' to the tables that make up the view
• CDM-11458 Story - Don't modify Deposit Date and Deposit ID on gift when processing/un-processing deposits
• CDM-11506 Story - Add Giving Statements to Related Fields for Contribution Records

DOC General Ministry Positions

• CDM-11413 Story - View for DHM ministry positions

DOC Ministers (General)

• CDM-10505 Bug - Withdrawal notes are not populating in the Overview Notes section in Ministry records
• CDM-10593 Bug - Opening WebMinPro for a minister results in an Access denied message
• CDM-10480 Story - Notify regions when processing an oversight transfer
• CDM-11296 Story - Replace Anne Marie's email and name

DOC Ministers (Regional)

• CDM-10879 Story - Insert missing regional minister data record in minister sync

Database API

• CDM-10963 Story - Update pay endpoints to use fcgivingunit.id for DonorID instead of fcgivingunit.code

Database Browser

• CDM-10866 Bug - Self-hosted users can get an error opening the database picker
• CDM-8215 Story - Optimize switching between databases

Database Integrity

• CDM-11177 Bug - pay.one_time_charge ids are not unique
• CDM-11262 Bug - recurrence.schedule is missing a unique index on ID
• CDM-11278 Bug - contributions.giving_statement does not have a unique index on ID
• CDM-11279 Bug - contributions.giving_statement_batch does not have a unique index on ID
• CDM-11280 Bug - engage.short_codes does not have a unique index on ID
• CDM-11281 Bug - pay.settings does not have a unique index on ID
• CDM-11282 Bug - ucc.circulation does not have a unique index on ID
• CDM-11283 Bug - ucc.authorization_standing does not have a unique index on ID
• CDM-11284 Bug - fgSMTPCheckResult does not have a unique index for ID
• CDM-11285 Bug - postgresql_roles.cluster_roles does not have a unique index on ID
• CDM-11286 Bug - postgresql_roles.database_info_cluster_role does not have a unique index on ID
• CDM-11288 Bug - fgImportColumnLink does not have a unique index on ID

Deployment

• CDM-10661 Story - Branch CDM+ 12.1

Engage

• CDM-10547 Bug - When the Engage Setting window is open in CDM+ but in the background, clicking on the Engage Settings window does not come to the foreground.
• CDM-10573 Bug - Cannot open CDM+ Engage Settings and Search Transactions at the same time
• CDM-10574 Bug - Saving a change from CDM+ Engage Settings throws an 'Access Denied' error when reloading
• CDM-10630 Bug - Recurring gifts in Engage are showing an extra active gift
• CDM-10775 Bug - Cannot clear online credentials to allow a merge
• CDM-10892 Bug - Creating an online account throws an error if there is an existing engage.user record with a blank username
• CDM-10450 Story - Add Transaction Calendar and Dashboard menu lines
• CDM-10565 Story - Add auto_process_guest_gifts column to engage.staff_email_address
• CDM-10580 Story - Remove an inactive Giving Fund from a Giving Set automatically
• CDM-10612 Story - Add a published column to engage.giving_set
• CDM-10645 Story - Warn a user when setting an inactive Giving Fund that is used in enabled recurring gifts
• CDM-10671 Story - Add `allowed_payment_method` column to `engage.giving_sets`
• CDM-10794 Story - Add padding to CDM+ Engage windows

Event Registration

• CDM-10286 Bug - Event Tab in Individual Records is missing
• CDM-10385 Bug - Event Start Time is no longer an option to add in Notices
• CDM-10596 Bug - "Please enter a valid search" error when running Activity Name Badge report
• CDM-10749 Bug - Users can create mismatched deposits by modifying the amounts on registration payments
• CDM-11067 Bug - Account number is not connecting in Deposit Processing for Event Registration deposits
• CDM-11301 Bug - Age is blank on Event Registration Entry Records when birthdate has been populated
• CDM-11408 Bug - Event Registration reports do not show the correct balance due when there is a processing fee
• CDM-10471 Story - Add a Payment Custom Listing and Export report to Event Registration
• CDM-10473 Story - Add a Events Custom Listing and Export report to Event Registration
• CDM-10667 Story - Database function for function to call API endpoint to send SERT email for essentials
• CDM-10920 Story - Create view for PCAEventDepositDetails
• CDM-10994 Story - Call API to make transactions for event registrations from WMT
• CDM-11003 Story - Add tests for registration database functions and Tempe transactions
• CDM-11415 Story - Add Fee Amount and Net Amount fields to Event API

Installers

• CDM-10735 Story - Ability to specify full application path in macOS installers

Investments

• CDM-11188 Bug - Tabbing into the liability account on Investment Records clears the field

Ledger

• CDM-10287 Bug - Searching on type in Ledger Entry User Field Maintenance produces a SQL error
• CDM-10295 Bug - Searching ledger entries can take an extremely long amount of time
• CDM-10308 Bug - Uncleared checks print with incorrect amounts on Bank Reconciliation report
• CDM-10597 Bug - CSV files do not appear in the 'Select File' window for the Bank Rec import (Windows only)
• CDM-10641 Bug - Check Listing Report does not accurately Search by Check Number
• CDM-10642 Bug - Check Listing Report is not sorting by Date Correctly
• CDM-10643 Bug - Check Listing Report is overlapping data from the Cleared Column and it is Hard to Read the Check# Column
• CDM-10993 Bug - Users migrated to Paragon cannot process deposits
• CDM-10999 Bug - Error occurs when processing deposits from Tempe
• CDM-11119 Bug - Deposit Processing doesn't reflect one-time charges correctly
• CDM-11269 Bug - Unable to update an account number in Deposit Processing, and save the change
• CDM-11300 Bug - Deposit Processing only shows the description for the first breakdown line of the transaction
• CDM-11343 Bug - Deposit Processing preview displays the incorrect account or no account at all in the Total section
• CDM-11345 Bug - Deposit Processing can display different dates for users in different timezones

Login

• CDM-10771 Bug - Scrollbar sometimes doesn't appear in the database-picker window when it should
• CDM-10601 Story - Enhance token generation to use an upsert to reset the expiration date if the new token violates the unique constraint

Master Coding System

• CDM-10578 Bug - Printer icon does not display on the Print button in the Master Coding System

Membership

• CDM-10482 Bug - On the Welcome to Membership window, allow the button title to wrap if needed to accommodate terms

Mobile Provisioning

• CDM-10591 Story - Add an API type to mobile provisions

Navigation

• CDM-11322 Bug - Has access to Engage Giving Statements from inside CDM even when access is turned off in Administration

Omnis

• CDM-10668 Story - Update to Studio 10.22 31840
• CDM-11641 Story - Update to Studio 10.22 Build 32066

Payment Processing

• CDM-10958 Bug - Updating a Tempe transaction through the view triggers for fgStewardshipTechnologiesTransaction will create a placeholder account for the given donor and payment type if one does not already exist, even if one is not needed
• CDM-10978 Bug - Linking a merchant asset account can fail if some assets are inactive
• CDM-10982 Bug - Typo in error when linking a merchant to an inactive asset account
• CDM-10983 Bug - Typo in error when deleting an online recurring setup from outside of the API
• CDM-11030 Bug - Transaction Custom Listing Report gives 'No Matching Records'
• CDM-11031 Bug - Remove account link from pay.donor_information_one
• CDM-11045 Bug - Column firstmane on pay.account_holder_account_info should be firstname
• CDM-11049 Bug - Get tempe responses from the update file
• CDM-11058 Bug - Split fee percentage can be below 0 and above 1.
• CDM-11061 Bug - Transaction Custom Listing will not print results if the date range is only for one day
• CDM-11065 Bug - Record description for a registration, fapayment, fmclerkreport is returned incorrectly
• CDM-11096 Bug - Under CDM+ Engage Tab, Schedule Gifts take over 4 minutes to Appear
• CDM-11274 Bug - Payment method missing from deposit detail endpoint
• CDM-11347 Bug - Fees and Net fields not mapping to new fields in build 11122
• CDM-11366 Bug - PDE doesn't link the CDM+ records when processing a refund for a pending gift that was marked as already entered
• CDM-11377 Bug - Processing deposit fee updates does not correctly handle ACH fees
• CDM-11389 Bug - Processing failed recurring transactions that were never authorized does not mark the transaction as 'Failed'
• CDM-11410 Bug - Posted transactions that fail do not reverse their CDM+ record
• CDM-11470 Bug - Upgrading approval database fails migration 1095
• CDM-11472 Bug - Processing the recurring PDE data doesn't mark pre-created transactions as failed
• CDM-11510 Bug - fgstewardshiptechnologiestransaction view omits transactions that are not linked to schedule
• CDM-10714 Story - Create pay schema
• CDM-10715 Story - Add pay.processor view
• CDM-10716 Story - Add pay.merchant
• CDM-10717 Story - Add pay.account_holder
• CDM-10718 Story - Add pay.account_holder_link
• CDM-10719 Story - Add pay.account
• CDM-10720 Story - Add pay.schedule and pay.schedule_link
• CDM-10721 Story - Add pay.transaction
• CDM-10722 Story - Add pay.transaction_link
• CDM-10724 Story - Add pay.bank_activity
• CDM-10725 Story - Add pay.batch
• CDM-10726 Story - Add recurrence schema
• CDM-10727 Story - Add recurrence.schedule
• CDM-10728 Story - Dynamically add Big X columns
• CDM-10729 Story - Add database function to define frequencies throughout the program
• CDM-10751 Story - Add status call to Tempe for pay.processor
• CDM-10788 Story - Add function to support pay.processor view
• CDM-10837 Story - Make fgstewardshiptechnologiestransaction an updatable view
• CDM-10840 Story - Add pay.one_time_charge
• CDM-10844 Story - Ability to merge tempe customers
• CDM-10850 Story - Process Tempe update file
• CDM-10851 Story - Can use Deposit Processing through Tempe
• CDM-10888 Story - Add Tempe Sandbox/Production results to pay.get_processors
• CDM-10890 Story - Add table pay.settings
• CDM-10905 Story - Use pay.account for expiring card notifications
• CDM-10906 Story - Add account_type and check_type columns to pay.account
• CDM-10910 Story - Create view for VerifyTransaction
• CDM-10912 Story - Create view for DonorInformationOne
• CDM-10918 Story - Add a utility to calculate the next occurrence of a recurrence schedule
• CDM-10921 Story - Don't return an error if giving detail is inserted with null transactionreferencenumber
• CDM-10927 Story - Return early in sync giver to sst if processor is not EGS
• CDM-10933 Story - Update validate_bank_information trigger to prevent having Business and Savings account and check types
• CDM-10939 Story - Add a view for SearchTransactions endpoint
• CDM-10941 Story - Add status validation triggers to tables in the Pay schema
• CDM-10952 Story - Ability to query pde from a CDM+ database
• CDM-10966 Story - Process Transaction Auth file
• CDM-10967 Story - Process Transaction Settle file
• CDM-10968 Story - Process Deposit Fee file
• CDM-10971 Story - Offset and send out notifications for refunded and failed transactions
• CDM-10974 Story - Optimize pay.donors_transaction_information
• CDM-10980 Story - Refactor Search Transactions View
• CDM-10988 Story - Send out notices for recurring transactions
• CDM-10990 Story - Archive tables in the pay schema during archive
• CDM-10991 Story - Allow "0" in pay settings for payment/payroll merchant ID's
• CDM-10995 Story - Repair recurring transactions for users who have migrated to Tempe
• CDM-11008 Story - Handle repeat attempts at failed transactions
• CDM-11011 Story - Migration to clear payroll merchant settings when there isn't one
• CDM-11036 Story - Reverse transactions as incomplete once they have not been created within 7 days
• CDM-11044 Story - Update next_gift_date when next_gift_date is queried
• CDM-11060 Story - Add database migration to restore deleted pay.account records from API-1477
• CDM-11064 Story - Update Transaction Custom Listing and Export to reflect the switch to Tempe
• CDM-11111 Story - Reverse AP DUP OK APPROVED transactions
• CDM-11178 Story - Only mark transaction links with negative amounts as 'reversal'
• CDM-11241 Story - Enhance transaction statuses and validation triggers
• CDM-11246 Story - Add fgstewardshiptechnologiesdonor to get_description_for_table database function
• CDM-11261 Story - Don't cancel recurring schedules when a card transaction fails
• CDM-11265 Story - Optimize PDE interactions
• CDM-11266 Story - Create refund transactions with negative amount during PDE processing
• CDM-11275 Story - Update deposit_detail_designation_detail_with_contact_info endpoint to use 'pay' tables
• CDM-11297 Story - Match pre-created recurring gifts using frequency duration
• CDM-11307 Story - Add triggers to prevent updating external id once it is populated
• CDM-11310 Story - Add a migration to populate pay.account name on card from most recent transaction
• CDM-11311 Story - Add a migration to clear default accounts on churches and giving units that aren't Active accounts
• CDM-11336 Story - Enhance update-file processor to include credit fees when processing deposit fees
• CDM-11346 Story - Ensure transactions and transaction links have positive fee amounts
• CDM-11360 Story - Migration to move existing reversal entries to new transaction for Return
• CDM-11387 Story - Triggers to check for transaction and schedule duplicates
• CDM-11391 Story - Show errors from Tempe instead of "%<NULL%"
• CDM-11398 Story - Update view for pay.fees to use "VISA"
• CDM-11432 Story - Add payload column to pay.schedule
• CDM-11473 Story - Enhance Search Transactions view to omit 'Deleted' statuses
• CDM-11474 Story - Exclude 'Deleted' transactions from Transaction Custom Listing
• CDM-11475 Story - Enhance Pay views to omit 'Deleted' statuses
• CDM-11477 Story - Enhance PDE to handle 'Deleted' transactions
• CDM-11478 Story - Change pay.transaction_link trigger to set income_account_id and expense_account id to 0 if not valid
• CDM-11499 Story - Change pay.bank_activity.activity_datetime to be a date column rather than a datetime column
• CDM-11519 Story - Ignore RELEASED FUNDS when processing PDE
• CDM-11536 Story - Correct deposits for returned transactions and returns
• CDM-11642 Story - Enhance pde.deposit_fees to match on the last 8 characters of the batch_identifier when the deposit is type ACH
• CDM-11359 Sub-task - Enhance PDE to process failures with an original payment reference number as a Return

Payroll

• CDM-10780 Bug - Getting an error message when trying to add a state with more than 2 digits
• CDM-10798 Bug - Previously selected rate for Arizona still shows after saving another rate
• CDM-10799 Bug - Default of 2% does not show if employee has had payroll ran in Arizona before
• CDM-10852 Bug - Cannot save personal exemptions for Indiana after saving blank with message queue enabled
• CDM-10865 Bug - Maryland locality code defaults to Delaware resident
• CDM-10899 Bug - Test mode is enabled when saving new payroll credentials
• CDM-11009 Bug - Employee deductions can incorrectly be considered invalid for payroll
• CDM-11656 Bug - Iowa state tax calculation incorrect
• CDM-10104 Story - Enhance Virginia withholding to calculation to accommodate age and blindness exemptions
• CDM-10687 Story - Log the call to the activation server when attempting to open payroll
• CDM-10701 Story - Enhance Virginia tax calculations to handle a married status standard deduction
• CDM-10739 Story - Enhance Arizona state withholding options to future proof changing tax rates
• CDM-10740 Story - Enhance Arizona state calculations to use a default rate of 2% is no rate has been set for the employee
• CDM-10803 Story - Enhance ND tax calculation to accommodate for pre-2020 and post-2020 methods

Phones/Emails

• CDM-10691 Story - Ability to hide names on Email and Phone fields

Preferences

• CDM-10673 Bug - Membership tab is missing from user preferences

Record Frame

• CDM-10122 Bug - Drag and Drop and Double Click do not always work on the Merge Records Windows
• CDM-10779 Bug - Line Item Detail Blacked Out on Ledger Entry Screen on Ventura

Regional

• CDM-10437 Bug - Church Records button on Welcome to Regional window does not respond.

Reorganization

• CDM-10811 Bug - Reorganizing does not create missing triggers in taxmanager

Report Frame

• CDM-10644 Bug - Transaction Custom Listing removes identical rows when subtotalling

Search and Call

• CDM-10877 Story - Update Circulation Notice
• CDM-11534 Story - Remove extra letters from subject line

Search and Call Regional

• CDM-10393 Bug - Regional notes for ministers in circulation are being deleted
• CDM-10856 Bug - Field name not found error on Flagged Ministers Report

Statistics

• CDM-11585 Bug - Add mode on List Statistics gets the wrong next id

Stewardship Technology

• CDM-10635 Bug - The sync transactions routine throws a syntax error when populating the historical transactions fails
• CDM-10685 Bug - Deposit detail designation detail with contact info endpoint does not include address info for pending gifts
• CDM-10793 Bug - Deleting Contribution records that are linked to a cleared transaction throws an error saying that the transaction is still processing
• CDM-10936 Bug - Syncing historical recurring setups is using the start date when querying the SST endpoint, and should be using the created date
• CDM-9932 Story - Verify account schedule with SST in the daily transaction sync
• CDM-10375 Story - Add an AppKey parameter to Stewardship Calls
• CDM-10425 Story - Expose a smart donor name on Transaction Custom Listing and Export
• CDM-10606 Story - Add Recurring Gift Columns to Contributions Custom Listing and Export
• CDM-10640 Story - Display test credentials despite UID if a database is already configured with test credentials
• CDM-10759 Story - Print 1 result per Transaction in the Transaction Custom Listing and Export report

Suran Omnis Framework

• CDM-10699 Bug - Sql queue fails for other user ids that are dev
• CDM-10392 Story - Allow saving downloads from the embedded browser
• CDM-11050 Story - Decrease the speed at which the SQL queue processes commands
• CDM-11392 Story - Return error responses from http perl functions

Tax Forms

• CDM-10777 Story - Do not deduct Federal withheld as a part of the Iowa state withholding calculation
• CDM-10836 Story - Limit tax percent options on MD
• CDM-10841 Story - Enhance setup and calculations to allow for adopted children allowance in Indiana

Treasurer Reports

• CDM-11508 Bug - Search on Treasurer Report's ACH status generate SQL error
• CDM-11638 Bug - Tempe error when switching ACH account types in CDM+
• CDM-10605 Story - Bypass checking SST system status when processing COG reports if no credentials are present
• CDM-11384 Story - Prevent hard deleting a fmClerkReport
• CDM-11639 Story - Add a replace button for ACH accounts in CDM+

UCC Profiles Portal

• CDM-10797 Bug - Can save duplicate skills and languages for minister snapshot
• CDM-10730 Story - Add predecessor_id column to ucc.circulation
• CDM-10814 Story - Add Replaced Status for Church Profile Circulation Records
• CDM-10887 Story - Create database columns for small church profile
• CDM-11305 Story - Add a table for local church profile links
• CDM-11341 Story - Database functions to send expiring/expired local church profile emails
• CDM-11353 Story - Create verification code column on ucc.circulation
• CDM-11367 Story - Don't return predecessor church profile from ucc_ministry_positions view
• CDM-11379 Story - Add columns for validation of a church profile
• CDM-11386 Story - Add church_profile column to ucc.reference
• CDM-11416 Story - Add new validation columns to the ucc_ministry_positions view
• CDM-11418 Story - Update Pending Validation minister profile with new background checks

Updating

• CDM-10556 Bug - Error updating from 12.0.8
• CDM-10684 Bug - Error updating from CDM+ 12.0.8
• CDM-10688 Bug - Suran Database Manager fails to toggle the SQL Queue
• CDM-10790 Bug - Downloading program updates doesn't follow a redirect
• CDM-10819 Bug - Updating a database can throw an error if the fee assist fund is inactive
• CDM-10977 Bug - An error can occur updating a database with duplicate usernames
• CDM-11320 Bug - Updating CDM+ at a non-standard location on macOS 13.4 fails
• CDM-11513 Bug - Program doesn't update an alternate installation on macOS if there are parenthesis in the application name
• CDM-10736 Story - Always use full installers to update on macOS 13 and later

User Customizations

• CDM-10520 Story - Update Custom Accounts Receivables Invoice
• CDM-10537 Story - Allow one additional connection for Diocese of Duluth clients
• CDM-10975 Story - Update PCA views to return church code instead of ID
• CDM-11417 Story - Improve pay.pca_deposit_designation_detail view to not miss records

User Fields

• CDM-10109 Story - Ability to export user fields to an archive file

Utilities

• CDM-10884 Bug - Tax table utilities does not show for all Suran users