CDM+ 9.3.6

Submitted by Alex Clay on Tue, 06/07/2016 - 12:32
Release Date
Wed, 07/20/2016
Downloads

Please note: The original CDM+ 9.3.6 release, which is build 6070, was published on June 7, 2016. On September 27, 2016 this page was updated with an incremental build of CDM+ 9.3.6 that addresses some specific issues in the original 9.3.6 release. This incremental update, which is build 6154, was not published via web update for those with 9.3.6 build 6070 already installed.

If you are affected by any of the issues this build fixes, please download and install it. After installing build 6154 any other CDM+ clients using your database will be automatically updated to the new build. If you are not affected by any of these issues, you do not need to install build 6154, although there is no harm in doing so. 

Changes in the incremental 9.3.6, build 6154

Bug

  • [CDM-2814] - Restoring a deleted investment, loan, or loan payment record doesn't restore child records
  • [CDM-2821] - Loan memos don't always save
  • [CDM-2872] - Activities Custom Listing is missing related records
  • [CDM-2873] - Changes to Name under System Preferences aren't saving
  • [CDM-2889] - Master Listing Report does not have Activity Records or Activity Registration Records under Related Records tab
  • [CDM-2907] - Closing out investments can produce a SQL error
  • [CDM-2922] - Check number and reference number are missing on Withdrawals for ELF
  • [CDM-2924] - The Activity Registrations related record on Registration reports doesn't provide the expected results
  • [CDM-2957] - Attempting to delete a bank charge or interest produces a message the entry is tied to a bank reconciliation and cannot be deleted

Story

  • [CDM-2804] - Loan Investment Support Shakedown
  • [CDM-2805] - Investment Shakedown for UID 8782 May 2016
  • [CDM-2812] - Mark interest payments to receive 1099
  • [CDM-2816] - Statement of Activities shakedown
  • [CDM-2886] - Fix accounts on withdrawals
  • [CDM-2887] - Add Vendor Code to the Investment Activity Report
  • [CDM-2977] - Allow a longer position for the custom Certification report for UID 382

Changes in the original 9.3.6, build 6070

Bug Fixes

  • [CDM-1259] - Individual Name Badges can print the wrong photo for the wrong individual on the last page
  • [CDM-1962] - There were errors updating a database from 9.0r17 to 9.2.16
  • [CDM-2408] - Individuals that are assigned to groups are not automatically highlighting when going through the check-in process
  • [CDM-2499] - Using the Individual Names field on a custom listing with an advanced find against certain fields produces an error
  • [CDM-2574] - You cannot open the Statement of Activities report for UID 12763 at the same time as Fund Activity
  • [CDM-2575] - The Statement of Activities custom report shows for all users, not just 12763
  • [CDM-2576] - The Statement of Activities custom report for UID 12763 can produce a Divide by Zero error
  • [CDM-2602] - The Statement of Activities report can select the wrong year when using a fiscal year
  • [CDM-2624] - User attempts to add individuals to Address Record window and receives a SQL Error
  • [CDM-2625] - An error can occur updating a 9.0r1 database to 9.3.5
  • [CDM-2669] - User receives a SQL Error when attempting to move an individual to another Address Record
  • [CDM-2680] - Custom listing subtotal headers don't extend to use multiple lines when needed
  • [CDM-2685] - Refresh data on minister association doesn't retain filter on redraw
  • [CDM-2714] - An error can occur updating a 9.0r18 database to 9.3.5
  • [CDM-2728] - Adding a code on the fly doesn't gracefully handle a duplicate entry
  • [CDM-2762] - The program does not gracefully handle adding a duplicate pay item description
  • [CDM-2770] - After updating to CDM+ 9.3/DonorWorks 9.1, the cached position values on church assignments can be incorrect
  • [CDM-2772] - Adding a withdrawal to an investment can cause a SQL error
  • [CDM-2773] - Posting report overprints the column headers on the first line of data
  • [CDM-2775] - Including Not Tax Deductible on Contributions Maintenance can cause extra result lines to appear
  • [CDM-2779] - Long reference responses can cause text to overprint on the 2013 Minister Profile Report
  • [CDM-2810] - Reloading results in the Minister Association Tool is slow
  • [CDM-2813] - An error can occur updated a CDM+ 8.2r14 database to 9.3.5

Enhancements

  • [CDM-625] - Add User Fields to Vendor Records
  • [CDM-2031] - Build the Attendance Analysis for Cancer Support Community
  • [CDM-2167] - Ability to set a flat accrual amount per payroll on a time off plan
  • [CDM-2306] - Ability to mark minister to regional positions
  • [CDM-2413] - Standardize codes for DOC Ministers
  • [CDM-2414] - Standardize the DOC Minister fields
  • [CDM-2432] - Ability to access Investor Records
  • [CDM-2465] - Redesign the Sales Order Records window to fit the minimum screen resolution better
  • [CDM-2493] - Build Account tab of Investment Account Records
  • [CDM-2516] - Build Loan Records
  • [CDM-2523] - Create a posting routine for Investment Deposits and Loan Payments
  • [CDM-2525] - Create trigger to validate withdrawal and deposit date
  • [CDM-2538] - Add investment.loan_payment table
  • [CDM-2539] - Build Loan Payment Records
  • [CDM-2540] - Build Post Interest window
  • [CDM-2541] - Function to generate interest on investments
  • [CDM-2542] - Investment Interest report
  • [CDM-2543] - Add a Close Out feature to Investments
  • [CDM-2544] - Ability to add a withdrawl
  • [CDM-2545] - Ability to add/change/delete a deposit
  • [CDM-2546] - Add payment method to investment.payment
  • [CDM-2547] - Create a trigger to set last interest generated date on investments
  • [CDM-2551] - Build posting.post function
  • [CDM-2552] - Build investment.queue_interest_posting_ap_invoice
  • [CDM-2554] - Build a view for posting.activity
  • [CDM-2555] - Build a Posting Report
  • [CDM-2556] - Build the posting tables for ledger
  • [CDM-2557] - Build investment.queue_interest_posting function
  • [CDM-2558] - Window to generate Investment Interest
  • [CDM-2559] - Function to insert generated interest
  • [CDM-2560] - Build posting.post_ledger function
  • [CDM-2561] - Build posting.post_ap_invoice function
  • [CDM-2562] - Create a basic we_Church smartfield
  • [CDM-2572] - Add a trigger to calculate the loan balance on insert or update of the original loan amount
  • [CDM-2577] - Remove the requirement that a church on a minister's previous work location
  • [CDM-2580] - Create trigger to prevent updating or deleting investment deposits and withdrawals after interest has been generated
  • [CDM-2581] - Trigger to prevent updating interest
  • [CDM-2583] - Include the city when submitting ministerial information changes
  • [CDM-2585] - Limit the churches on the the loan payment record frame to those that have a loan with a balance
  • [CDM-2586] - Consider both Work Location and Church for Place of Employment from DOC General
  • [CDM-2588] - Prevent changing the loan or payment ID on a loan_payment record
  • [CDM-2589] - Extend the toolbar for Investments
  • [CDM-2590] - Polish the Investments window
  • [CDM-2591] - Polish the Generate Interest report
  • [CDM-2592] - Polish the Loan Records window
  • [CDM-2593] - Polish the Loan Payment Records window
  • [CDM-2603] - Enhance the Statement of Activities Report to have some of the standard accounting report options
  • [CDM-2607] - Ability to track loan investment support
  • [CDM-2608] - Loan Investment Support Report
  • [CDM-2609] - Investment Custom Listing
  • [CDM-2610] - Loan Custom Listing
  • [CDM-2612] - Add descriptions to investment table classes
  • [CDM-2617] - Calculate the initial payment amount when adding a loan
  • [CDM-2618] - Add a read-only Loans tab to Church Records
  • [CDM-2619] - Add a read-only Investments tab to Vendor Records
  • [CDM-2621] - Build the posting tables for Accounts Payable
  • [CDM-2623] - Loan Payments Shakedown for UID 8782
  • [CDM-2626] - Investment Records Shakedown for UID 8782
  • [CDM-2627] - Loan Records Shakedown for UID 8782
  • [CDM-2628] - Disallow deleting an entry in a closed period or on a bank reconciliation
  • [CDM-2631] - Generate Interest Shakedown for UID 8782
  • [CDM-2636] - Allow selecting multiple funds on the Pledge Custom Listing
  • [CDM-2637] - Add the YTD pledge balance to the Pledges tab on Donor Records
  • [CDM-2638] - Add the Pledge Amount to Gift Entry
  • [CDM-2639] - Investments Shakedown for UID 9989
  • [CDM-2640] - Loan Records Investments tab Shakedown for UID 9989
  • [CDM-2643] - Generate Interest Shakedown for UID 9989
  • [CDM-2646] - Remove the old Loan customization for UID 9989
  • [CDM-2648] - Enhance the posting report to show accounts payable invoices
  • [CDM-2649] - Loan Records Shakedown for UID 9989 (onsite)
  • [CDM-2650] - Custom Listing for Investment Deposits
  • [CDM-2651] - Custom Listing for Investment Withdrawals
  • [CDM-2652] - Custom Listing for Investment Interest
  • [CDM-2654] - Investments Shakedown for UID 9989
  • [CDM-2655] - Add contact name to Vendors
  • [CDM-2657] - Generate Interest Shakedown for UID 9989 Round 2
  • [CDM-2658] - Build a reusable Posting window
  • [CDM-2662] - Add triggers to prevent deleting an accounts payable invoice when appropriate
  • [CDM-2663] - Multiple copies of the electronic ministerial information submission email can be sent
  • [CDM-2665] - Adjust 1st and 15th interest payments to be a flat monthly amount when generating interest
  • [CDM-2666] - Generate interest when taking a withdrawal for 1st and 15th interest due investments
  • [CDM-2668] - Add Loan Payment Custom Listing and Export
  • [CDM-2671] - Loan Payment Shakedown for UID 9989
  • [CDM-2676] - Posting Shakedown
  • [CDM-2678] - Avoid compounding interest
  • [CDM-2679] - Optimize the Dedicated Accounts report for UID 11044
  • [CDM-2681] - Refactor wcGivingUnitInfo_4Estimate and corresponding integration test
  • [CDM-2687] - Permission to be able to submit changes to OCV
  • [CDM-2688] - Limit which positions are sent with DOC Ministerial Changes
  • [CDM-2689] - Expose occupation data on DOC Minister tab as read/write
  • [CDM-2690] - Submit work location from occupation data
  • [CDM-2691] - Allow selecting multiple ethnicities on Minister Records in the General Office version
  • [CDM-2692] - Allow selecting multiple ethnicities on the DOC Minister tab
  • [CDM-2693] - Add Has Standing to preview fields on both sides of Minister Association tool
  • [CDM-2697] - Add Flagged Minister Email Notices
  • [CDM-2698] - Create an Investment Statement
  • [CDM-2699] - Create a Loan Statement
  • [CDM-2700] - Prevent changing posted AP and ledger entries
  • [CDM-2701] - Withdrawals and closeouts should automatically post
  • [CDM-2713] - Change investment tables to foreign key to posting ledger entries
  • [CDM-2717] - Consider deposits and withdrawals as affecting the next day's balance when calculating daily interest
  • [CDM-2720] - Migrate the DOC Yearbook Import to a database function
  • [CDM-2721] - Add Sales Orders to the user Menus preference pane
  • [CDM-2723] - Add ability to find on function driven fields for pledge records
  • [CDM-2767] - Remove the doc.minister.circulationregions column
  • [CDM-2768] - Update the Christian Church in Kentucky custom certificate reports for the common DOC codes
  • [CDM-2793] - Enhance the Mac check image scanner to look in /usr/local/bin/ruby and then in /usr/bin/ruby
  • [CDM-2800] - Investment and Loan Statements Shakedown
  • [CDM-2803] - Add a transfer feature to Investments
  • [CDM-2805] - Investment Shakedown for UID 8782 May 2016