Released January 03, 2023

Installation Steps

Step 1: Check system requirements


  • macOS 10.14 Mojave
  • macOS 10.15 Catalina
  • macOS 11 Big Sur
  • macOS 12 Monterey
  • macOS 13 Ventura

CDM+ 12.1 runs natively on Apple Silicon (M1) and Intel.


  • Windows 10 x64 (1703 or later)
  • Windows 11 x64
  • Windows Server 2019 x64

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+ 12.1.0 Beta 2

Activation and Serialization

  • CDM-10785 Story - Add the Starter plan


  • CDM-10765 Story - Prevent archiving contributions linked to a published statement


  • CDM-10101 Bug - Process Pending Gifts window exceeds max height allowed for a stand-alone window
  • CDM-10677 Bug - Recurring Gifts can fail to insert the final gift if the transaction occurs after the CDM+ end date
  • 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-10801 Bug - Frequency field displays incorrectly for setups that are either one-time or recur on the 1st and the 15th
  • CDM-10693 Story - Estimated Fee field
  • CDM-10743 Story - Update contributions.giving_statment to work with contributions.giving_statement_batch
  • CDM-10748 Story - Related record search for online statements
  • 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-10794 Story - Add padding to CDM+ Engage windows

Event Registration

  • CDM-10749 Bug - Users can create mismatched deposits by modifying the amounts on registration payments


  • CDM-10771 Bug - Scrollbar sometimes doesn't appear in the database-picker window when it should

Payment Processing

  • CDM-10714 Story - Create pay schema
  • CDM-10715 Story - Add pay.processor view
  • CDM-10717 Story - Add pay.account_holder
  • CDM-10728 Story - Dynamically add Big X columns
  • CDM-10788 Story - Add function to support pay.processor view


  • 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-10104 Story - Enhance Virginia withholding to calculation to accommodate age and blindness exemptions
  • 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

Record Frame

  • CDM-10122 Bug - Drag and Drop and Double Click do not always work on the Merge Records Windows

Stewardship Technology

  • CDM-10793 Bug - Deleting Contribution records that are linked to a cleared transaction throws an error saying that the transaction is still processing

Tax Forms

  • CDM-10777 Story - Do not deduct Federal withheld as a part of the Iowa state withholding calculation