Released October 06, 2017

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 10.1.3

Aatrix

  • CDM-4888 Bug - Tax Forms gives "Please enter a date range before generating form" message

Accounting

  • CDM-167 Bug - Accounts Payable accrual options do not hide when disabling accrual in System Preferences
  • CDM-4682 Bug - Accounting reports report shows date twice
  • CDM-4816 Bug - Ledger by Accounts doesn't respect the First Page only option for the header
  • CDM-4832 Bug - Ledger by Accounts report is printing the 'Written to' column down the page

Attendance

  • CDM-3707 Bug - Selecting an event on the Attendance Worksheet standard search can select an additional event

Check-In/Check-Out

  • CDM-2147 Bug - The Welcome to Check-In/Check-Out menu line does not disable properly
  • CDM-4407 Bug - Loading certain labels on check-in reports does not show the full label size in the editor
  • CDM-4758 Bug - The Name Badge Print Server is available on the Check-In/Check-Out Welcome window for users without CICO access
  • CDM-4821 Bug - Phone numbers and email addresses no longer print on check-in reports

Event Registration

  • CDM-1058 Bug - The sort order on Registration Notices have incorrect options

Gifts

  • CDM-4731 Bug - Cannot save changes to Desgination in Gift Maintenance when the contribution was created from an Online Gift

Installers

  • CDM-4836 Story - Update to Studio 8.1.1 to support macOS 10.13 High Sierra

Ledger

  • CDM-4809 Bug - Loading a specific ledger entry crashes DonorWorks

Mobile Provisioning

  • CDM-4745 Bug - Mobile provisions don't show new users
  • CDM-4746 Bug - Barcode attendance groups in mobile show the previously-viewed provision's groups

Omnis

  • CDM-4711 Bug - The local IP address on About DonorWorks appears as 0 under macOS 10.13
  • CDM-4847 Bug - The cursor does not automatically change on macOS

Payroll

  • CDM-4851 Story - Add "date_updated" to taxtable.taxtypes
  • CDM-4872 Bug - The Payroll Employee Detail report is not displaying anything in the Description column

People

  • CDM-1669 Bug - Constituent Name Badges are only vertically extending the first label of the page
  • CDM-4606 Bug - The Add, Edit, Duplicate and Delete buttons of Constituent Name Badge report moves with the resizing of the window
  • CDM-4608 Story - Display the owner for a correspondence or note records
  • CDM-4716 Story - Add a source to address, constituent, and donor records
  • CDM-4869 Bug - A SQL can occur when saving an address record

Phones/Emails

  • CDM-4356 Epic - Split Phones/Emails

Report Frame

  • CDM-1098 Bug - Double-clicking a name badge edits the label setup when it should edit the name badge itself
  • CDM-2981 Bug - A Custom Listing report in Detail format can include multiple header lines on the first page of a report
  • CDM-4737 Bug - Responsive Reports may not print correctly to clipboard
  • CDM-4735 Story - Remove the Logo option from Name Badge reports
  • CDM-4739 Story - Add a snaking columns option to labels and name badges

Sales Orders

  • DW-237 Bug - Gift amount is not holding in Sales Order Records after hitting save
  • DW-241 Bug - If the Term for Donor is changes, the term may be truncated on the Shipping Address tab
  • DW-229 Story - Add a Shipping Address to sales orders
  • DW-230 Story - Ability to position addresses on the Sales Order report
  • DW-239 Story - Ability to jump from a Sales Order to its donor

Setup Assistant

  • CDM-4733 Bug - Creating a hosted database restores the template

Stewardship Technology

  • CDM-4740 Story - Prevent deleting a recurring gift an account schedule

Suran Omnis Framework

  • CDM-4885 Bug - Dropdown list not closing from a Find when closing the parent window

Updating

  • CDM-4726 Bug - Updating a database with orphaned constituents to 10.1.2 can cause an error
  • CDM-4734 Bug - Updating a hosted 9.0.16 database to 10.1.2 can produce an error