Released July 05, 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 6


  • CDM-11328 Bug - The fcrecurringsetup view presents gifts on the 1st and 16th with a null recurpreset
  • 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-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-11343 Bug - Deposit Processing preview displays the incorrect account or no account at all in the Total section


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

Payment Processing

  • CDM-10990 Story - Archive tables in the pay schema during archive
  • CDM-11178 Story - Only mark transaction links with negative amounts as 'reversal'
  • 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-11346 Story - Ensure transactions and transaction links have positive fee amounts

UCC Profiles Portal

  • CDM-11305 Story - Add a table for local church profile links