Released December 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 10.1.5

Aatrix

  • CDM-5057 Story - Install Aatrix in the architecture-specific program files directory on Windows

Accounting

  • CDM-1432 Bug - Adding the Line Item Cleared Bank Rec column to the ledger results list will create duplicate results

Accounts Payable

  • CDM-4962 Bug - The select account button is still enabled after saving changes in Accounts Payable Invoices

Accounts Receivable

  • CDM-4961 Bug - The select account button is still enabled after saving changes in Accounts Receivable Invoices

Administration

  • CDM-449 Bug - Database not serialized for online giving, but online giving type items are present in Administration.

Attendance

  • CDM-1163 Bug - When saving changes in the master coding system, the list/event selection on attendance reports doesn't update to show those changes

Check-In/Check-Out

  • CDM-682 Bug - Changing a Check-In/Check-Out event description does not redraw the event list on Self Check-In Setup
  • CDM-3952 Bug - The onscreen keyboard doesn't use the full window on macOS
  • CDM-4997 Bug - CICO label prints all phone numbers of the same type even though they are not the one for the constituent
  • CDM-4145 Story - Add a button to cancel exiting full-screen mode in Self Check-In

Discount Mailing

  • CDM-4979 Story - Remove discount mailing code

Error Reporting

  • CDM-1580 Bug - Integrity checks with error code 23999 show part of the SQL error in the OK message

Finds

  • CDM-1072 Bug - The Advanced Find can load a search with column from the wrong table, thereby producing a SQL error
  • CDM-4471 Bug - Dropdown stays around

Gifts

  • CDM-953 Bug - Pending Gift Reports appear in the Gifts Launcher when the user isn't serialized for online giving
  • CDM-2039 Bug - Gift reports with the All giving fund button selected only report funds that are selected under Selected radio button
  • CDM-2056 Bug - Gift Detail report uses the term "Giver" rather than "Donor" in a column heading
  • CDM-3637 Bug - Giving Statements Line Email should not have a option for Report Columns
  • CDM-4744 Bug - Adding a breakdown to a gift that's already been through DP, causes the breakdown to show up in deposit processing
  • CDM-4752 Bug - Selecting 'delete' when un-posting contributions creates and out of balance entry and allows you to post the batch again without error
  • CDM-4934 Bug - In Gift Statements, under Header Options when you remove the Name it is also removing the Donor name
  • CDM-4937 Bug - Semi-colon and date range showing on Gift Statement reports when Search Description is unchecked
  • CDM-4938 Bug - The second page header for Gift Statements report is showing string names
  • CDM-4969 Bug - When adding multiple address records the program won't prompt to add giving unit
  • CDM-5014 Bug - Donor names appear on the giver list when the user's permissions are set to hide names
  • CDM-5022 Bug - The giver's name is overwriting the first address line in the top portion of the second giver in Giving Statement reports
  • CDM-4837 Story - When printing the report logo on the first page only for giving statements consider a new giving unit as the first page

Memorial Gifts

  • CDM-4466 Bug - When changing a Designee on Memorial Gifts Given the same Designee is displayed for all Memorial Gifts

Notices

  • CDM-955 Bug - Improve how email appear in Mail on iPhone
  • CDM-1062 Bug - Graphics that are resized in notices can display full size when received
  • CDM-4492 Bug - Clicking Resend Selected on Sent Notice with no recipients selected generates an error

Payroll

  • CDM-5020 Bug - The total Federal Liability on the Taxable Income Summary report can overprint its label
  • CDM-3992 Story - Add User Fields to Employee Information

People

  • CDM-1097 Bug - Changing a built-in code on List Maintenance doesn't redraw the Constituent Records
  • CDM-1123 Bug - When adding an address record the constituents on the giving unit tab are not sorted in family order
  • CDM-2142 Bug - The other phones group box for custom yearbook directory options needs terms support
  • CDM-3453 Bug - Add Related Records list on advanced find of Constituent Records and its reports is showing Address string table (4th item down)
  • CDM-4983 Bug - Correspondence reminders not showing after update 10.1.4
  • CDM-5028 Bug - Constituent and Address records>Photo does not import the photo
  • CDM-4610 Story - Don't automatically send reminders to a correspondence record's owner
  • CDM-4611 Story - Add options to a user's default correspondence and notes access/reminders settings for public and private
  • CDM-4916 Story - Show the correspondence's owner as an option for selected reminders

Phones/Emails

  • CDM-4830 Bug - An error can occur adding a phone or email

Record Frame

  • CDM-4874 Bug - A simple search attempted to save a null criterialist value
  • CDM-5041 Bug - Search bar remains hidden after loading a previous search

Report Frame

  • CDM-4903 Bug - Missing 2nd Constituent label

Sales Orders

  • DW-250 Bug - Saving changes in Sales Orders generates a SQL error
  • DW-248 Story - Allow negative quantities on Sales Order Line Items to record inventory returns

Statistics

  • CDM-4998 Bug - Event Statistics doesn't respect the System Preference settings for showing decimal values

Updating

  • DW-249 Bug - Updating a DonorWorks database from 10.0.9 to 10.1.4 produces an error
  • CDM-3763 Bug - When using the web updating method for DonorWorks 10 for 64 bit Windows, the user will get error message and be forced to quit
  • CDM-4588 Bug - An Omnis notation error can occur installing a web update on Windows
  • CDM-4973 Bug - An error can occur updating a database to 10.1.4