Released September 07, 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 7

Activation and Serialization

  • CDM-10883 Bug - Users with Accounting and a merchant account do not have access to Online Billing

COG Regional

  • 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-10326 Bug - The fund breakdown on the Daily Contribution Breakdown report should be listed in alphabetical order
  • CDM-10796 Bug - Users can enter an end date that is before the start date on the Actual vs Pledge report
  • 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-10885 Bug - Recurring Contributions Forecast does not report 1st and 15th or one-time gifts correctly
  • CDM-10914 Bug - Daily Report of Contributions does not use term support
  • CDM-11270 Bug - Merging donors links the donor to multiple account holders
  • 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-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-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

DOC General Ministry Positions

  • CDM-11413 Story - View for DHM ministry positions

Event Registration

  • CDM-11408 Bug - Event Registration reports do not show the correct balance due when there is a processing fee
  • 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


  • CDM-11345 Bug - Deposit Processing can display different dates for users in different timezones

Payment Processing

  • 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-10941 Story - Add status validation triggers to tables in the Pay schema
  • CDM-11011 Story - Migration to clear payroll merchant settings when there isn't one
  • CDM-11336 Story - Enhance update-file processor to include credit fees when processing deposit fees
  • 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

Search and Call

  • CDM-10877 Story - Update Circulation Notice

Search and Call Regional

  • CDM-10856 Bug - Field name not found error on Flagged Ministers Report

Suran Omnis Framework

  • CDM-11392 Story - Return error responses from http perl functions

Treasurer Reports

  • CDM-11384 Story - Prevent hard deleting a fmClerkReport

UCC Profiles Portal

  • 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


  • CDM-10977 Bug - An error can occur updating a database with duplicate usernames

User Customizations

  • CDM-11417 Story - Improve pay.pca_deposit_designation_detail view to not miss records