Released February 02, 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 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 3

Accounts Payable

  • CDM-10838 Bug - Payables reports shows a -14

COG Regional

  • CDM-10805 Bug - Older Minister Reports are missing information
  • CDM-10806 Story - Indicate on the Minister Report if the report was filed online or entered manually


  • CDM-10839 Bug - Send recurring emails function returns early for dev and main environments
  • CDM-10764 Story - Add warning to contribution records when there is a linked giving statement
  • 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

DOC Ministers (Regional)

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

Payment Processing

  • CDM-10716 Story - Add pay.merchant
  • CDM-10724 Story - Add pay.bank_activity
  • CDM-10725 Story - Add pay.batch
  • CDM-10726 Story - Add recurrence schema
  • CDM-10840 Story - Add pay.one_time_charge


  • 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-10803 Story - Enhance ND tax calculation to accommodate for pre-2020 and post-2020 methods


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


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

Stewardship Technology

  • CDM-10759 Story - Print 1 result per Transaction in the Transaction Custom Listing and Export report

Tax Forms

  • CDM-10836 Story - Limit tax percent options on MD
  • CDM-10841 Story - Enhance setup and calculations to allow for adopted children allowance in Indiana

UCC Profiles Portal

  • CDM-10797 Bug - Can save duplicate skills and languages for minister snapshot
  • CDM-10814 Story - Add Replaced Status for Church Profile Circulation Records


  • 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