CDM+ 12.1.0 Beta 1

Download links

Installation Steps

Issues resolved in CDM+ 12.1.0 Beta 1

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

Accounts Payable

• CDM-10681 Bug - In macOS Ventura, selecting an invoice in Mark Invoices to Pay causes the field/line to turn black.

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-10361 Story - CDM+ Essentials
• CDM-10398 Story - Add CE to has_engage_access
• CDM-10400 Story - Always update access when reactivating
• CDM-10747 Story - Add UID 13509 to serialization.is_suran_user()

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-3668 Story - Ability to access user permissions from within PostgreSQL
• CDM-10592 Story - Add a system preference for API

Archiving

• CDM-10339 Bug - Program crashes when deleting an empty archive database
• CDM-10563 Bug - Archiving Registration records with an advanced find can throw a SQL error
• CDM-10657 Bug - Unable to choose from the Event fields for preview columns in archiving
• CDM-10277 Story - Don't prevent archiving giving units with active recurring Contributions in copy mode
• CDM-10278 Story - Don't copy Stewardship Credentials when archiving

Audit Logs

• CDM-10507 Bug - Error occurs fetching audit log data in DOC Regional when the minister has changed search and call access
• CDM-10307 Story - Add api_client_ip and user_agent columns to audit.log

Backup/Restore

• CDM-10424 Bug - Concurrent restores can throw an error
• 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.
• CDM-10300 Story - Create and store a unique identifier for backups

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-10541 Story - Add columns for updated annual chaplaincy form
• 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

Contributions

• CDM-10322 Bug - The Welcome to Contributions window uses the singular term in the window title
• CDM-10343 Bug - Date Range on Detail Contribution Report does not print
• CDM-10501 Bug - Prevent having startdate after endingdate for fcrecurringsetup
• 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-10558 Bug - Contributions Custom Listing and Export runs slow and produces no results
• 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-10679 Bug - Certain fields on the Contributions Custom Listing and Export cause multiple lines to print
• CDM-10340 Story - Set the Default name of the Giving Unit Records tab 'Email' to 'Email Statement'
• CDM-10357 Story - Populate contribution deposit date when populating the transaction settlement date
• CDM-10383 Story - Add breakdown-specific online transaction fee and net columns
• CDM-10509 Story - Include Online Transaction Status and Response Code on Contributions 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-10742 Story - Add contributions.giving_statement_batch
• CDM-10745 Story - Ability to generate giving statements for a specific range of giving unit codes
• CDM-10757 Story - Allow linking individuals to Giving Units in Essentials without membership

Custom Listing

• CDM-8069 Bug - Custom column widths on Custom Listings do not work

DOC Ministers (General)

• CDM-10237 Bug - Information from Profiles Updated email did not get added to two ministers on Circulation Notice
• 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

Database API

• CDM-10280 Story - Create a universal table to store API tokens
• CDM-10490 Story - Function to generate an API Authentication token

Database Browser

• CDM-8215 Story - Optimize switching between databases
• CDM-10223 Story - Update CDM+ to use API to create new databases
• CDM-10246 Story - Fetch the server version using the API for hosted databases
• CDM-10251 Story - Get the number of connections for a hosted database from the API

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-9011 Story - Engage Menu
• CDM-9834 Story - Remove the individual record for CDM+ users
• CDM-10261 Story - Move login fields from fmindividual to engage.user
• CDM-10296 Story - Build columns needed for new Giving Set features
• CDM-10328 Story - Add column to fgmobileprovision for organization reply-to
• CDM-10435 Story - Add user permissions for Engage
• CDM-10450 Story - Add Transaction Calendar and Dashboard menu lines
• CDM-10483 Story - Function to validate token authentication for Engage access
• 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`

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-10512 Bug - Opening Activity Custom Listing throws SQL error in database without Event Records
• CDM-10549 Bug - The label for window results, when printing from Registration Entry, is missing the source window title
• CDM-10596 Bug - "Please enter a valid search" error when running Activity Name Badge report
• 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

Installers

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

Ledger

• CDM-10084 Bug - Add Line Item button is enabled when creating an offsetting ledger entry
• 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-10403 Bug - Deposit processing excessively slow to open when not reconciling deposits
• 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

Login

• 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-10199 Bug - The Individual's list in Address Records does not keep the new line when 'Change' is selected for an Address Record
• CDM-10306 Bug - Cannot assign a gender to an individual without a gender in Individual List Maintenance
• CDM-10325 Bug - When clearing the Preferred Name on an Individual Record, Use Preferred Name is left checked
• CDM-10407 Bug - When attempting to delete an Individual with online credentials, the user is prompted with the warning for emails instead of the warning for the individual
• CDM-10459 Bug - Unlock button appears for an individual who does not have a profile that can be unlocked
• CDM-10482 Bug - On the Welcome to Membership window, allow the button title to wrap if needed to accommodate terms
• CDM-10484 Bug - Cannot merge two individual records

Memorial Gifts

• CDM-10276 Story - Add term support to Memorial Gifts

Mobile Provisioning

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

Navigation

• CDM-10474 Bug - String search appears on Program menu item for Engage

Notices

• CDM-10297 Story - Add a source to sent notices
• CDM-10298 Story - Update previewing and re-sending notices to handle other sources

Omnis

• CDM-10668 Story - Update to Studio 10.22 31840

Payroll

• CDM-10302 Bug - Re-implement additional logging when printing payroll checks
• CDM-10687 Story - Log the call to the activation server when attempting to open payroll

Preferences

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

Record Frame

• CDM-10367 Bug - Merging Individual Records does not connect the email to the Address Record
• CDM-9762 Story - Prevent record frame windows from going offscreen

Regional

• CDM-10293 Bug - Regional Position is an available related record on Individuals in all databases
• CDM-10437 Bug - Church Records button on Welcome to Regional window does not respond.

Report Frame

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

Search and Call

• CDM-7986 Story - Load Korean translations in Desktop

Search and Call Regional

• CDM-10393 Bug - Regional notes for ministers in circulation are being deleted

Stewardship Technology

• CDM-10391 Bug - Online Transaction Fees don't calculate correctly for SST converted databases
• 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-7371 Story - Transaction Custom Listing and Export
• CDM-9932 Story - Verify account schedule with SST in the daily transaction sync
• CDM-10242 Story - Reverse CDM+ records and notify the payer when refunding a transaction
• CDM-10260 Story - Add fee_percentage table
• CDM-10354 Story - Store additional transaction data in CDM+
• CDM-10356 Story - Populate Stewardship transaction status for historical records
• 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-10523 Story - Improve transaction reconciliation speed
• 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

Suran Omnis Framework

• CDM-10284 Bug - SQL Queue can disable itself before records are committed
• CDM-10699 Bug - Sql queue fails for other user ids that are dev
• CDM-10225 Story - Update CDM+ databases to enable/disable the SQL Queue with the API
• CDM-10392 Story - Allow saving downloads from the embedded browser

Suran Server

• CDM-7521 Story - Move the data dump to a external tool

Treasurer Reports

• CDM-10605 Story - Bypass checking SST system status when processing COG reports if no credentials are present

UCC Profiles Portal

• CDM-10730 Story - Add predecessor_id column to ucc.circulation

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-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

User Fields

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