CDM+ 10.1.6

Submitted by Alex Clay on Wed, 01/03/2018 - 20:34
Release Date
Wed, 01/03/2018

Before installing CDM+ 10.1

Backup your data

Back all databases that will be updated to CDM+ 10.1. If you're on Data Hosting you can contact support to make a backup or simply rely on the nightly backup.

Ensure all computers that will run CDM+ 10.1 meet the system requirements

Please note that Windows XP, Windows Vista, and macOS versions prior to 10.9 are NOT supported.

Install CDM+ Mobile 1.9 or later

CDM+ Mobile 1.9 is required to access CDM+ 10.1 databases. CDM+ 10.1 is required to take full advantage of CDM+ Mobile 2.x

Installation

Download and install CDM+ using the links above. This will remove previous versions of CDM+ from your computer. Open CDM+ 10.1 and update your database, then begin using CDM+ normally.

You will need to run the CDM+ installer on all computers using CDM+. If you're currently using CDM+ 10.0, other computers will automatically download and launch the installer when they connect to your updated database. The database update will only be run once.

Issues resolved in CDM+ 10.1.6

Aatrix

  • CDM-2455 Bug - A single quote in the W-2 description for pay items produces an error when view payroll tax forms
  • CDM-5125 Bug - Aatrix forms produce a registration error when opened in 2018

Accounting

  • CDM-716 Bug - The Last Used column on the Check Counter tab of Account Setup truncates the last character on Windows

Accounts Payable

  • CDM-5052 Bug - CDM+ can attempt to create recurring Account Payable Invoices without a valid chart of account

Administration

  • CDM-5047 Story - Add a user permission to allow administering online credentials

Attendance

  • CDM-344 Bug - Other Attendance configuration in Attendance reports is not holding the selected group selection.
  • CDM-5126 Story - Revert the attendance barcode for 10.1.6

Change Sets

  • CDM-5113 Bug - Using Skip to bypass sending changeset notification sends email anyway
  • CDM-5029 Story - Ability to email a summary of a changeset when applying it
  • CDM-5064 Story - Polish change sets
  • CDM-5100 Story - When processing a changeset, fire a notification for updated tables
  • CDM-5077 Technical task - Add database function to generate and send change notification
  • CDM-5101 Technical task - Allow the user to add a note that will be included with the email

Chaplaincy

  • CDM-5106 Story - Update the 30 day warning email for Chaplains

Contributions

  • CDM-599 Bug - Changing other phone numbers/email address will cause the Email tab on Giving Unit Information to load incorrect data
  • CDM-1299 Bug - Payment Type is not available as a database field in Giving Notices
  • CDM-5011 Bug - Pledge Listing & Pledge Custom Listing comes up with "No matching records found" when selecting "Those without a Pledge".
  • CDM-336 Story - Web site link on Canadian receipts has changed to www.cra-arc.gc.ca/charitiesandgiving

DOC Church

  • CDM-5105 Story - For DOC General, add State to the standard church format

DOC Ministers

  • CDM-4884 Bug - Omnis logo appears on EEA Overview tab of DOC General Minister Records.
  • CDM-5063 Bug - Attempting to ignore remaining changes gives error
  • CDM-5097 Bug - Church position changes from regions may cause SQL error in DOC General
  • CDM-5112 Bug - An sql error is received when opening the "Minister Association" tool.
  • CDM-2453 Epic - Electronic Ministerial Change Notifications
  • CDM-5043 Story - Remove Church of Call from the Master List - Edited report
  • CDM-5061 Story - Map DOC regional positions to DOC General positions for submitting church links
  • CDM-5062 Story - Ability to require minimum version for submitting changes
  • CDM-5098 Story - Use the standard church name format on DOC Minister Records -> Churches
  • CDM-5102 Story - Expose In Search and Call status on Process Minister Changes window

Database Browser

  • CDM-5123 Bug - Starting the server doesn't work if the server is loaded

Direct Deposit

  • CDM-4972 Bug - Printing checks from Payroll Direct Deposit includes stubs for employees who are not marked to receive a stub

Discount Mailing

  • CDM-54 Story - Eliminate the Barcode Font and Size system preferences
  • CDM-5120 Story - Remove the postal barcode option

Engage

  • CDM-5048 Story - Expose an individual's online username when granted permission
  • CDM-5049 Story - Add actions to manage an individual's online credentials
  • CDM-5050 Story - Prevent deleting individuals who have online credentials

Groups

  • CDM-1590 Bug - Adding a position on the fly from List Maintenance does not save the new position properly on the list assignment record

Membership

  • CDM-1821 Bug - Saving an address record does not use the ID generated during add
  • CDM-2223 Bug - Individual and address-based reports are missing church field in the Advanced Find

Memorial Gifts

  • CDM-1711 Bug - Designee and Date Given fields are showing information at record creation that is not really part of the new record

Minister Reports

  • CDM-1941 Bug - COG Minister Report Form is not printing report for ministers who did not report online

Mobile Provisioning

  • CDM-5044 Story - Add a setting to mobile provisions to notify staff of changes
  • CDM-5045 Story - Add a button to configure staff email address for mobile change notifications

Search and Call

  • CDM-5070 Bug - Ministry Position Records should require a church

Search and Call Regional

  • CDM-5071 Bug - Adding committee members to a ministry position not yet saved causes SQL error
  • CDM-5072 Bug - Profile links appear in sidebar when adding a new ministry position
  • CDM-5033 Story - Add "On Hold" as a Ministry Position status

Tax Forms

  • CDM-5121 Story - Remove the legacy tax forms

Updating

  • CDM-5015 Bug - An error can occur updating a 9.1r19 database to 10.1.4 on Windows servers
  • CDM-5023 Bug - Error migrating 9.3.6 database to 10.1.5
  • CDM-5079 Story - Include the user ID when checking for updates

User Customizations

  • CDM-4923 Bug - Statement of Activities is not printing as expected