DonorWorks 10.1.0
Released August 16, 2017
Download links
macOS | Windows |
---|---|
DonorWorks 10.1.0.1463 Download for macOS 133.9 MB |
DonorWorks 10.1.0.1463 Download for Windows 323.9 MB |
Installation Steps
Step 1: Check system requirements
DonorWorks has the same system requirements as CDM+.
Check the CDM+ System Requirements to ensure all computers that will run the version version meet system requirements. This is especially important when upgrading between major versions.
Step 2: Backup your data
Back up all databases that will be updated to the new version. If you subscribe to DonorWorks 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
DonorWorks has the same installation guide as CDM+.
Follow the Installing CDM+ guide to install DonorWorks. This will remove previous versions of DonorWorks from your computer.
Step 5: Update your database(s)
Open DonorWorks and update your database(s) to the current version.
Issues resolved in DonorWorks 10.1.0
Aatrix
- CDM-369 Bug - The Tax Forms window does not require the user enter a date range for an I-9 or W-4 form
- CDM-4453 Story - Relocate the Aatrix functions to the aatrix schema
Accounting
- CDM-186 Bug - Advanced Search on AP Invoice Report does not have any tables under related records
- CDM-560 Bug - Entering or selecting an account number that is longer than 4 characters on Ledger Entries will truncate the account to 4 characters
- CDM-1010 Bug - Restoring a deleted Accounts Payable invoice that was accrued does not un-delete the accrual ledger entry
- CDM-2707 Bug - Check Listing report is not recognizing Check Number range when the range begins with 4 digits and ends with 5 digits
- CDM-2933 Bug - Running the Monthly Summary without any accounts selected produces a SQL error
- CDM-3652 Bug - A chart of account can be entered with a blank number
- CDM-4143 Bug - Ledger Entry Data not showing any data under Entry or Check tabs when selected
- CDM-4228 Bug - 'Type' field under Recurring Ledger Entries Setup window does not recognize items exist even though they are listed
- CDM-4332 Bug - AR Invoice record frame displayed as '-14'
- CDM-4432 Bug - Printing from the Bank Reconciliation report can produce an error
- CDM-4530 Bug - Users cannot create record using Add/Multi-Add Check or Deposit
- CDM-4581 Bug - Copy/Paste a Category into a Category field of Chart of Accounts does not save pasted item
- CDM-826 Story - Enhanced the Ledger by Accounts report to use the available space
Accounts Payable
- CDM-3584 Bug - Vendor Records doesn't gracefully handle a SQL error
- CDM-4208 Bug - Vendor Records does not gracefully handle an error when deleting a vendor
- CDM-4252 Bug - Dialog to post Accounts Payable Payments comes to front when user prints to screen
- CDM-4325 Story - Add a default filter to Vendor records
- CDM-4400 Story - Remove the Accounts Payable Payments report
- CDM-4401 Story - Don't automatically create Accounts Payable invoices from the ledger
Accounts Receivable
- CDM-4233 Bug - Posting accounts receivable payments can produce partial results
- CDM-4380 Bug - Deleting an accounts receivable invoice does not delete all its invoice lines
- CDM-4276 Story - Ability to jump from a customer record to its linked address record
- CDM-4326 Story - Add a default filter to Customer records
Administration
- CDM-1017 Bug - Administration should require you to save a new user before adding another one
- CDM-1114 Bug - Adding a duplicate user in Administration can produce a SQL error
- CDM-3561 Bug - Making a change to admin permissions and clicking the close button does not bring up save window
- CDM-4398 Bug - Push notification does not appear till show reminders chosen
- CDM-4225 Story - Ability for an administrator to delete saved searches
Archiving
- CDM-4122 Bug - Archiving doesn't include user field sets
- CDM-216 Story - Remove the ability to archive using the results of a standard search
Attendance
- CDM-4216 Bug - After tabbing through family status on the Visitor Records constituent list, the combo box does not redraw to show the full status
- CDM-4261 Bug - Visitor Letter Assignment 'Print Letter' button has an Omnis icon
- CDM-4365 Bug - Tabbing through the Constituent List of Visitor Records does not allow user to create new constituent
- CDM-1124 Story - Change the "Add" button on event attendance entry to "Add New Visitor" and "Add New [term for Constituent]"
Chart of Accounts
- CDM-4526 Bug - Changing an asset number with existing accounts payable invoices throws an error under Advanced Fund Accounting
Check-In/Check-Out
- CDM-796 Bug - Add an integrity check to ensure check-ins link to a valid group
- CDM-2754 Bug - The name badge print server can produce a SQL error
- CDM-4408 Bug - Cancelling an edit on label settings always asks if you want to save changes
- CDM-4409 Bug - When editing a dymo label the edited version does not replace the stock version on the label list
- CDM-4651 Bug - An error message that appears when a Dymo check-in report can't print is mis-spelled
- CDM-2100 Story - Enhance the validation fields on Event Records to include the constituent record email address
Custom Listing
- CDM-2809 Story - Allow administrators to administer custom listing and export sets
Database Browser
- CDM-4121 Bug - Database Browser inconsistent with Choose DB Server
- CDM-4275 Bug - Removing a server from the Choose Database Server doesn't refresh the database list
Direct Deposit
- CDM-4210 Bug - Adding an account to an employee setup with an invalid routing number can display a duplicate account on the screen
- CDM-4211 Bug - Unable to change an employee's auto draw election if they have transmitted direct deposits
- CDM-4232 Bug - Check stubs cannot be printed for transmitted direct deposits
- CDM-4268 Bug - Jumping to an employee's address record from Direct Deposit Processing in a regional version produces an error
- CDM-4565 Bug - Cannot print check stubs for direct deposit employees
Event Registration
- CDM-1837 Bug - Gender, Age, and Contacts do not print on the Master Listing Detail Report
- CDM-2092 Bug - Event Registration events can be created with a begin date that is after the end date
- CDM-3954 Bug - Including Church City/Name on the Activity Custom Listing produces a SQL error
- CDM-4309 Bug - Selecting a church for a registrant in Registration Entry does not remain after saving
- CDM-4340 Bug - The Constituent Master Listing, Activity List Detail and Master List Detail reports need terms support for the Show User Fields options
- CDM-4387 Bug - User Field heading in the Master List Detail report appears to contain code snippet
- CDM-4329 Story - Add a default filter to Event records
Gifts
- CDM-96 Bug - The Check Number field on Giving Statements does not accommodate long check numbers
- CDM-559 Bug - You cannot reliably enter an asset into a batch contribution batch setup if the account number is longer than 4 characters
- CDM-954 Bug - Clearing pledge ending date on designation gets stuck on a Yes/No message
- CDM-1296 Bug - The total line on the pledge report needs terms support
- CDM-1322 Bug - Configure Range window needs terms support
- CDM-1377 Bug - User receives SQL error when performing an advanced search in Donor Email Maintenance
- CDM-2132 Bug - The Process Pending Gifts window title needs terms support
- CDM-3353 Bug - The constituent list on Address Records -> Donors tab has a -14 tooltip
- CDM-3361 Bug - The tabbing order on Recurring Contribution Setup is wrong
- CDM-3648 Bug - Process Pending Gifts has text that needs changing
- CDM-3805 Bug - Looking up a giver on batch gifts entry produced a SQL error with a missing WHERE keyword
- CDM-4154 Bug - Posting Gifts can reload Gifts without a SELECT keyword and cause a SQL error
- CDM-4161 Bug - The Gifts Welcome window uses the wrong plurality on the Enter Gifts button
- CDM-4182 Bug - Cascade deletes from fmcontactnumber to fmemaillink
- CDM-4195 Bug - Running Pledge Labels for those over their pledge will produce a SQL error
- CDM-4197 Bug - When attempting to run Gifts Statements Line without a selected fund the OK message has code embedded
- CDM-4243 Bug - When attempting to un-post gifts cleared on a bank reconciliation by deleting the posting, the gifts can still be un-posted
- CDM-4254 Bug - Contribution Breakdown field does not consistently list all the designations and their amounts
- CDM-4259 Bug - Jumping to gifts from Unpost Gifts opens the Ledger
- CDM-4350 Bug - 'Leave Blank' language on Contribution Statements may be confusing
- CDM-4351 Bug - Extremely long messages will not print on a gift statement
- CDM-4488 Bug - Updating a chart of account number that was used on gifts linking to invalid fund will produce an error
- CDM-4506 Bug - Selecting yes to adding a donor to a new address record does not create the donor
- CDM-4522 Bug - Cannot adjust the top margin on Contribution Statements Line
- CDM-4604 Bug - Clicking Unmark for Processing does not change the button text
- CDM-1518 Story - Add ability to include organization logo to gift statement reports
- CDM-4558 Story - Assign the code on new donors via a database trigger
Installers
- DW-224 Bug - The DonorWorks app can display PRODUCT as its app name
Inventory
- CDM-4338 Story - Add a default filter to inventory items
Ledger
- CDM-3807 Bug - Create Recurring Ledger Entries windows allows user to create an entry with no account number
- CDM-4188 Bug - The entry memo on Ledger Entries overlaps the difference value
- CDM-4250 Bug - Navigating from a check or deposit in Ledger Entries to a journal entry does not redraw the entry tab
- CDM-4528 Bug - The right edge for the Ledger by Accounts report is clipped
- CDM-4566 Bug - Written To column on Ledger by Accounts report does not wrap
- CDM-4636 Bug - Adding a ledger entry does not show results at the top
Master Coding System
- CDM-4224 Story - Ability to move groups between group types of the same program
- CDM-4361 Story - Split out phone types and email types in the Master Coding system
- CDM-4444 Story - Combine All and General in the Master Coding System
- CDM-4496 Story - Add a button to move types between Phones and Emails
Mobile Provisioning
- CDM-3390 Bug - Mobile provision PIN can be high or lower than 4 digits
- CDM-4156 Story - Push changes to the firebase_token to ferret
- CDM-4170 Story - Push changes to fgmobileprovision to ferret notifications
- CDM-4172 Story - Add a permission to mobile provisions to send notifications
- CDM-4348 Story - When a new provision uses an old provision's firebase_token, set the old provision's firebase_token to empty
Notices
- CDM-2447 Bug - Sending a church email to all group in a group type generates an error
- CDM-4026 Bug - Dragging a selection outside the notice editor body corrupts the content on Windows
- CDM-4255 Bug - Resizing a large image in Notices does not show properly in Owrite
- CDM-4256 Bug - Card Notice is not adhering to the page orientation set in Page Setup
Payroll
- CDM-466 Bug - The Employee Information Deductions tab uses the term "Employer Matching Deduction" instead of Employer Tax
- CDM-2564 Bug - Entering or selecting an account number that is longer than 4 characters on View Payroll will truncate the account to 4 characters
- CDM-3717 Bug - When calculating payroll for an employee who has one that exists and you respond that you do not want to view the existing payroll it still displays
- CDM-3830 Bug - Changing the state or marital status on an employee with payroll that has been posted to ledger can cause a SQL error
- CDM-4114 Bug - The Who's Where Position field on Employee Information is missing
- CDM-4187 Bug - Printing the Payroll Employee Detail to clipboard merges the Medicare and State headers
- CDM-4212 Bug - A payroll marked for auto draw can print a direct deposit payroll check when the employee record shows auto draw as false
- CDM-4244 Bug - When adding a new employee the time off tab isn't cleared
- CDM-4277 Bug - Payroll Deduction cannot be saved when the 'Calculation' tab has been selected
- CDM-4319 Bug - Calculating Payroll while View Payroll is in change mode doesn't prompt to save changes
- CDM-4563 Bug - Taxable Income Detail report doubles Federal taxes when an employee has multiple pay item of the same frequency
- CDM-1482 Story - Add a Page by Employee option to the Payroll Employee Summary report
- CDM-4050 Story - Change the Written to on direct deposit postings to blank
- CDM-4311 Story - Convert the Payroll Employee Detail report to be column-based
- CDM-4328 Story - Add a default filter to Employee records
- CDM-4354 Story - Upgrade the Taxable Income Summary to be responsive
- CDM-4397 Story - Upgrade the Payroll Employee Summary report to be responsive
People
- CDM-277 Bug - Change menu item People Utilities to [Term for People] Utilities
- CDM-467 Bug - The Correspondence Followup menu item opens a window entitled Correspondence Reminders
- CDM-704 Bug - Notes Records Listing report needs cleanup
- CDM-1297 Bug - "The Correspondence Reminder" checkbox is does not re-position to support longer terms
- CDM-2028 Bug - New Member Listing report is not filtering list by date joined
- CDM-2361 Bug - Getting a null value error when closing Detail by Staff, Detail by Constituent, or Correspondence Summary
- CDM-2669 Bug - User receives a SQL Error when attempting to move an constituent to another Address Record
- CDM-2746 Bug - The program does not gracefully handle errors that occur when saving changes to an Constituent's Donors
- CDM-4120 Bug - The user list for correspondence access includes disabled users
- CDM-4217 Bug - The photo isn't saved when adding an address
- CDM-4257 Bug - Double-clicking Correspondence reminder does not jump to Correspondence Record
- CDM-4266 Bug - The Use Preferred Name field is truncated on Mac OS
- CDM-4270 Bug - Receives Directory is truncated in Address Record window
- CDM-4324 Bug - Under 'File Delimiter' on Address Utilities, 'Tab' is truncated
- CDM-4341 Bug - The Constituent Master Listing shows a string table look up for the User Fields list
- CDM-4342 Bug - Deleting an constituent doesn't un-link them from employee records
- CDM-4462 Bug - List of users with access to correspondence in User Preferences shows disabled users
- CDM-4500 Bug - Updating an address can generate a SQL error relating to memorial gifts
- CDM-4613 Bug - Occupation type and school reverts to blank when choosing from dropdown list
- CDM-4617 Bug - Opening Constituent Records for a user who can't access Event Registration disables the Attendance tab
- CDM-634 Story - Remove the View All Notes and View All Correspondence features
- CDM-4169 Story - Push changes to fmvisitation to ferret notifications
Phones/Emails
- CDM-228 Bug - Require an address link on constituent contact numbers
- CDM-4381 Bug - A contact number record can be created without any foreign keys
- CDM-4411 Bug - Deleting a phone type deletes linked phones instead of clearing the type
- CDM-4412 Bug - Deleting an email type doesn't clear it from contact numbers
- CDM-4454 Bug - Print Description and Print Type only apply to phone types
- CDM-4455 Bug - Print Type and Print Description settings are not retained
- CDM-4456 Bug - Phone type and description both printing regardless of Select Phones/Emails setting
- CDM-4483 Bug - Phones and emails can link to invalid records
- CDM-4490 Bug - The Phones tab on Minister Records doesn't expand to use the full pane
- CDM-4512 Bug - Phone and Email tabs for Constituent Records do not redraw when a new record is selected
- CDM-4514 Bug - Primary Phone appears on the Alternate address tab
- CDM-4529 Bug - Empty Constituent Record frame shows all address phones and emails
- CDM-4571 Bug - Email columns in export/listing datasets do not migrate to 10.1
- CDM-4586 Bug - Phones and Email tabs still use the term Add Other Phone/Email
- CDM-4587 Bug - An error occurs producing an export with the Email Addresses field
- CDM-4654 Bug - Cannot add phone and email types on the fly
- CDM-4356 Epic - Split Phones/Emails
- CDM-4357 Story - Add a primary flag to contact numbers
- CDM-4358 Story - Populate the primary and alternate primary phones from the phones/emails tab
- CDM-4359 Story - Separate the Phones/Emails tab into two tabs
- CDM-4360 Story - Use common Phones and Emails tabs for address and constituent records
- CDM-4362 Story - Add primary phones for existing records
- CDM-4363 Story - Ability to add phones and emails to the results list columns and find fields
- CDM-4402 Story - Update Other Phone formatting for split types.
- CDM-4484 Story - Add function driven field for phone and email blocks for custom listings/exports
- CDM-4539 Story - Polish Constituent contact numbers
- CDM-4626 Story - Remove the "Email Addresses" field on constituents.
Record Frame
- CDM-433 Bug - Pressing the Enter/Return key from the find field on a Record Frame does not trigger a find
- CDM-3097 Bug - The title for the sort window accessed through the record frame grid should be Configure Sorts
- CDM-3783 Bug - Record Frame windows that have been expanded to be longer will not retain the position of the horizontal divider upon re-opening
- CDM-3968 Bug - Saving changes on gifts maintenance can re-sort the results list
- CDM-4107 Bug - The record frame isn't loading the last find when it's an advanced find
- CDM-4146 Bug - Clicking the column headers in a record frame results list don't sort the list
- CDM-4281 Bug - Show All causes Recent Searches to lose searches performed since window was opened
- CDM-4315 Bug - When adding an initial find to a record frame for the first time the find is not saved
- CDM-4323 Bug - Unable to jump to record frame based related records from the account usage window
- CDM-4343 Bug - After jumping to a record frame that did not change the results list, up or down arrows do not select the next record in the list
- CDM-4375 Bug - When toggling between filtered and unfiltered results the filter status does not reposition
- CDM-4519 Bug - Window doesn't fit properly nor does it resize correctly
- CDM-4545 Bug - After performing a find we are unable to navigate the results list using the arrow keys
- CDM-4599 Bug - Results columns do not redraw after Configure
- CDM-4133 Epic - Record Frame Filter
- CDM-4134 Story - Add default filter to Constituent Records
- CDM-4135 Story - Ability to choose record frame filter preference
- CDM-4136 Story - Ability to add a custom filter to a record frame
- CDM-4155 Story - Update calls to open a record frame to use the ogRecordFrameManager
- CDM-4191 Story - Hide the find when opening a record frame from a jump
- CDM-4193 Story - When jumping to a record frame by primary key select the record in the existing list if present and don't change the results or find
- CDM-4194 Story - Update the ogRecordFrameController.$openRecordFrameByID calls to call ogRecordFrameController $openRecordFrameByPrimaryKey
- CDM-4264 Story - Ability to set a specific find to load when opening a record frame window
- CDM-4278 Story - Add a default filter to Visitor Records
- CDM-4279 Story - When there is no saved filter option use the "Default" option when available
- CDM-4284 Story - Adjust terms on the record frame options
- CDM-4316 Story - Add a default filter to Donor records
- CDM-4334 Story - Add a default filter to Church records
- CDM-4335 Story - Add a default filter to minister records
- CDM-4372 Story - Display the full advanced search description in the record frame simple search area
- CDM-4373 Story - Move the Previous Searches button to the Record Frame sidebar
- CDM-4589 Story - Add a None option under Show on the record frame sidebar
Regional
- CDM-2081 Bug - Church drop-down list on Address Record shows inactive churches
- CDM-4248 Bug - Regional Users can access church areas without permission
- CDM-4379 Bug - The members tab on Church Records truncates its contents
- CDM-4355 Story - Add a regional feature to show church positions
Reorganization
- CDM-948 Bug - Reorganizing a database will fail to remove indexes that are not in the search path
Report Frame
- CDM-386 Bug - The label selection can produce an error if a label configuration does not have any rows defined
- CDM-596 Bug - DonorWorks does not gracefully handle printing a report to a file that is not accessible
- CDM-3900 Bug - Loading a saved report setup using the Load button crashes the program
- CDM-4205 Bug - Prevent custom label types with a blank description
- CDM-4460 Bug - Saved reports are not loaded when user clicks 'Load' button or double-clicks the save report in the list
- CDM-4619 Bug - Ministers Directory report can produce an Omnis error
- CDM-4219 Story - Remove the automatic refresh on reports when other windows update related data
- CDM-4481 Story - Display the footer consistently on responsive reports
- CDM-4573 Story - Only show the formatting warning on responsive reports when column headers wrap
Roommate
- CDM-4499 Bug - Creating an event without a room will give an error
- CDM-4576 Bug - Monthly Calendar report opens but then hangs before displaying the report window
Sales Orders
- DW-225 Bug - An error can occur attempting to delete an inventory item
- DW-226 Bug - Sales Orders Summary is not printing new invoices created
Server Configuration
- CDM-3832 Bug - Choose DB Server won't show Local if it's removed, unless you go to DB Browser first
- CDM-4058 Bug - Local showing multiple times
Setup Assistant
- CDM-4247 Bug - Configuring DonorWorks to use a hosting account during setup doesn't add that hosting configuration
Stewardship Technology
- CDM-4632 Bug - Marking a recurring gift as disabled causes an Error
- CDM-1758 Story - Update the nightly sync for recurring gifts to use sst
- CDM-1772 Story - Update stewardship technology function calls in fewomensreport_ach to use sst schema
- CDM-4173 Story - Extract verify transaction in create_charge to it's own function
- CDM-4174 Story - Function to create transaction with SST and verify it's result
- CDM-4313 Story - Eliminate the stewardshiptechnologies schema
- CDM-4314 Story - Change the sst.sync_transactions_to_recurring_giving function to work off sst.donors_transaction_history
- CDM-4382 Story - Migrate triggers on fgstewardshiptechnologiestransaction to the sst schema
- CDM-4383 Story - Migrate StewardshipTechnologies.ActiveDonationMethods to sst.active_donation_methods
- CDM-4384 Story - Migrate the preference key functions from stewardshiptechnologies to sst
- CDM-4385 Story - Migrate SST functions that call stewardshiptechnologies functions to call SST functions
- CDM-4386 Story - Eliminate the sst_tap_seams schema
- CDM-4439 Story - Migrate calls to stewardshiptechnologies in the public schema to use their sst counterparts
Suran Omnis Framework
- CDM-1332 Bug - The prompt when removing duplicates on the grid has a misspelling
- CDM-4112 Bug - A popup window with a check list can omit the vertical scroll bar on macOS
- CDM-4544 Bug - Combo boxes on a smartfield do not assign the id automatically
- CDM-4556 Story - Remove the deprecated method ogFieldManager.$getFieldRowByID
- CDM-4649 Story - Add a Print option to all smart lists
Updating
- CDM-4540 Bug - Problems upgrading from 10.0.9 to 10.1
- CDM-4559 Bug - After updating a database to 10.1 errors occur calculating payroll
- CDM-4595 Bug - An error can occur attempting to update a database to 10.1
User Fields
- CDM-3003 Bug - The OK button on the User Field Maintenance window does not appear to do anything