Released October 23, 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 10.1.4

Accounts Payable

  • CDM-4825 Bug - Prevent deleting invoices posted from payroll
  • CDM-4901 Bug - Closing Invoice window in Windows causes Core Executable

Accounts Receivable

  • CDM-4943 Bug - Closing the AR Invoice window causes CDM+ to crash in Windows 64 bit

Check-In/Check-Out

  • CDM-681 Bug - When marking a Check-In/Check-Out event to skip class selection during check-in, a Catch-All is not required though it should be
  • CDM-2999 Bug - Canceling a Self Check-in before the list of names displays will display the list of names after it goes back to the Begin screen
  • CDM-4865 Bug - Codes do not refresh when selecting the group type for a Check-In/Check-Out Event.
  • CDM-4870 Bug - Jump to Staffed CI from CICO Event does not load current from Event window
  • CDM-4844 Technical task - Add phone and email types to the available fields for check-in reports.

Event Registration

  • CDM-550 Bug - The Event Registration Welcome window does not respect the Individuals custom term
  • CDM-794 Bug - Standardize the spelling of "Canceled" in Event Registration
  • CDM-4939 Bug - Activity Custom Listing report frame title reads '-14'

Finds

  • CDM-4848 Bug - Pressing the return or enter key from an advanced find doesn't trigger the OK button

Gifts

  • CDM-1012 Bug - The Daily Report of Giving does not use terms support for Event in the search description
  • CDM-1078 Bug - The standard search on History Comparison has a string table lookup when including a donor range
  • CDM-4732 Bug - Looking up a donor with a left square bracket produces a blank dialog box and an error
  • CDM-4829 Bug - Converting pending gifts to contributions after Deposit Processing, can cause contributions to show as not posted to ledger

Ledger

  • CDM-3792 Bug - Adding a new entry to the ledger can select a custom type instead of journal entry
  • CDM-4935 Bug - CDM+ gives a Core Executable when loading a particular ledger entry in users data

Payroll

  • CDM-661 Bug - ACH Company Entry Description only allows 10 characters rather than the 20 setup instructions specify.
  • CDM-4760 Bug - Taxable Income Summary is cutting off the right side of the page.
  • CDM-4854 Bug - Payroll Employee Detail & Payroll Employee Summary are showing different information for the same period
  • CDM-4906 Bug - Payroll Employee Detail report does not show employee name

People

  • CDM-1819 Bug - Adding notes while adding an address does not save the note records
  • CDM-4607 Story - Only allow a correspondence or note record's owner to delete the record
  • CDM-4609 Story - Allow transferring ownership of a correspondence or note record

Phones/Emails

  • CDM-4898 Bug - Phone or Email tab can display information for previous constituent record
  • CDM-4926 Bug - Adding constituent phone numbers to the Missing Custom Listing produces a SQL error

Report Frame

  • CDM-4866 Bug - All Responsive reports are showing a change to the right margin on the left side and a change to the left margin on the right side in Landscape

Roommate

  • CDM-4890 Bug - Creating a Roommate event with a left square bracket in its title produces an error

Sales Orders

  • DW-246 Bug - The price is not calculated when selecting an inventory item

Updating

  • CDM-4853 Bug - An error can occurs updating a database to 10.1.2
  • CDM-4899 Bug - An error can occur updating a 10.0.9 database with online registrations to 10.1.3
  • CDM-4960 Bug - Issue with suran_database_manager