CDM+ 10.2

Submitted by Alex Clay on Tue, 09/11/2018 - 16:31
Release Date
Wed, 09/12/2018
Downloads

n/a

Before installing CDM+ 10.2

Backup your data

Back all databases that will be updated to CDM+ 10.2. 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+ 10.2 meet the system requirements

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

Please note that macOS 10.11 or later is required to run Suran Server. macOS 10.9 and 10.10 can be updated to 10.11 or newer for free using the Mac App Store.

Install CDM+ Mobile 1.9 or later

CDM+ Mobile 1.9 is required to access CDM+ 10.2 databases. CDM+ 10.1 and later are 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+ 10.2 and update your database, then begin using CDM+ normally.

IMPORTANT: If you host your own data, you must update your database server first. Update CDM+ on your server computer, then launch CDM+. Perform the server upgrade as prompted, then continue the update process normally. This step is not required if you use CDM+ Data Hosting.

Read more about upgrading to CDM+ 10.2

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+ 10.2

Aatrix

  • CDM-5604 Story - Add encryption to the Aatrix AUF file

Accounting

  • CDM-161 Bug - When viewing a bank reconciliation, changing the asset to one without any bank reconciliations does not empty the "cleared items" list
  • CDM-175 Bug - The default Chart of Account number does not display correctly on Vendor Records
  • CDM-1145 Bug - Changing a purchase order and reloading a purchase order report does not display the change
  • CDM-1222 Bug - AP Invoice jump button is grayed out when jumping from Invoice window to Ledger window
  • CDM-1438 Bug - Searching for numeric check numbers using greater than or less than find entries outside the expected range
  • CDM-1763 Bug - Monthly Comparison Composite report is not printing the YTD percentage of Budget in all configurations of the report
  • CDM-2674 Bug - Printed mortgage check from a JE is using the total of the Credits rather than just the asset line
  • CDM-4245 Bug - When changing the page setup on the Current Account Balances report the date headers do not adjust position properly
  • CDM-5302 Bug - Account Balance Report brings back the total for the line item prior to the last line item of the report
  • CDM-5538 Bug - Ledger to Budget report is showing inactive accounts when report is set to show accounts without activity
  • CDM-5605 Bug - Entry type changes when saving journal entries in multi-add mode
  • CDM-5671 Bug - Ledger to Budget shows blank activity and difference for budgeted accounts without activity

Accounts Payable

  • CDM-2477 Bug - Account number disappears after renaming misc vendor
  • CDM-3095 Bug - Deleting an accrued invoice (by credit card) causes multiple offsetting entries to be added
  • CDM-5447 Bug - Search for Posting Date and Code on Invoices report causes SQL error

Activation and Serialization

  • CDM-5668 Story - Activate before upgrading Suran Server

Administration

  • CDM-4838 Bug - If the database has no saved searches, the Searches tab in Administration does not format correctly
  • CDM-5556 Story - Ability to allow application users to administer member giving

Archiving

  • CDM-981 Bug - Archiving Address Records using an advanced find on a user-defined group does not delete the Address Record from the source database
  • CDM-2475 Bug - Archive utility for COG churches should not include treasurer reports

Attendance

  • CDM-2145 Bug - Membership status isn't printing on Attendance directories
  • CDM-4981 Bug - Adding baptism date to a Missing Custom Listing causes an error

Backup/Restore

  • CDM-5642 Story - Update the backup routine with better logging

Chaplaincy

  • CDM-5474 Bug - Ecclesiastical Endorsement Application PDF is scrambled

Check-In/Check-Out

  • CDM-1357 Bug - Birth Date field is not printing on CICO labels
  • CDM-1696 Bug - Individual Other Field type of 'Number (0 Decimals) does not populate in Check-in validation window 
  • CDM-3301 Bug - Creating event with special characters makes a "false" word appear
  • CDM-5548 Bug - CICO visitor record labels are printing blank
  • CDM-5579 Bug - Check-In reports print with a label outline
  • CDM-5594 Bug - Deleting individuals does not delete linked check-in records

Connections

  • CDM-5373 Story - Eliminate the extra spacer when adding a connection

Contributions

  • CDM-392 Bug - Giving Custom Listing that includes non-givers does not respect the user's sort option for non-givers
  • CDM-429 Bug - The Daily Report of Contributions does not show line item memorial/notes if there are no detail giving fund columns selected
  • CDM-686 Bug - Contribution Statement Line is not in the list of reports when clicking on 'Print' button from Contribution Maintenance window.
  • CDM-1011 Bug - The Contributions History Comparison report does not use the custom giving fund sort order
  • CDM-1112 Bug - The Recurring Contribution Listing report can overflow text
  • CDM-1126 Bug - When adding a giving unit while adding an address record, all individuals will be assigned to the new giving unit
  • CDM-1291 Bug - When Giving Funds names are long, the amount given is not printing on the Daily Report of Giving report
  • CDM-1340 Bug - When printing the Daily Report of Giving from Batch Contributions and paging by batch, the batch appears twice at the top of the report
  • CDM-1397 Bug - Pledge Email Notice ignores pledges for giving units without an address email
  • CDM-3236 Bug - Running the Actual vs. Pledge report with an advanced find that queries the giving fund produces an error
  • CDM-4714 Bug - Default Giving Fund may not save correctly
  • CDM-4860 Bug - Contribution Statements - The Header "Name" will not print according to the Alignment Option selected.
  • CDM-4861 Bug - Limiting Detail Contributions by a giving unit code containing a forward slash does not produce the correct results
  • CDM-5251 Bug - Recurring contributions are not loading in Batch Contributions appropriately
  • CDM-5475 Bug - Recurring Contributions Listing is mis-spelled
  • CDM-5508 Bug - Do not insert record into fgStewardshipTechnologiesTransaction if contribution is from a Text Giving Guest gift
  • CDM-5543 Bug - Contribution Statement report is showing the table header even on pages where it is not needed
  • CDM-5582 Bug - Once the Statement Header is aligned left it does not respond to any adjustments in alignment
  • CDM-5607 Bug - Add Giver can create duplicate Giving Units when a user creates a new Address record
  • CDM-5616 Bug - Daily Report of Contributions is not providing the Type or Giving Fund breakdowns for Clipboard or Text File printing options
  • CDM-5648 Bug - Adding Address: Individual Names to the results list on Giving Unit Information does not display the individual names until the find is re-executed
  • CDM-5650 Bug - Recurring Contributions Listing doesn't page by source properly
  • CDM-5651 Bug - Recurring Contributions generated online don't display the gift summary
  • CDM-5665 Bug - Long giving fund descriptions do not wrap on the Recurring Contributions Listing
  • CDM-292 Story - Include online gifts on the Recurring Contributions Listing reports
  • CDM-5552 Story - Add heading and All/Clear buttons to list of sources on Recurring Contributions Listing window

Custom Listing

  • CDM-4940 Bug - Activity Custom Listing does not subtotal quantity 
  • CDM-5007 Bug - Blank columns aren't showing properly on custom listings
  • CDM-5632 Bug - Address Custom Listing can generate SQL error
  • CDM-5656 Bug - Deleting an export/custom list set causes the report window to show no sets
  • CDM-5490 Story - Add intelligent sorts to Custom Reports and Exports
  • CDM-5551 Story - Activate the Pledge Billing Statement customization for UID 11579

DOC Church

  • CDM-5547 Bug - Adding Email Address to Church Record produces duplicate giving code error

DOC Ministers

  • CDM-4486 Bug - CPE details may overprint on the Minister Profile
  • CDM-4633 Bug - Minister Directory searches incorrectly return no results
  • CDM-4648 Bug - In DOC regional databases, Ministerial Changes tab should be handled like DOC Minister tab
  • CDM-5254 Bug - In DOC General, attempting to create a duplicate Church tab entry generates SQL error
  • CDM-5658 Bug - Deleting a doc.minister generates a SQL error

DOC Regional Ministry Positions

  • CDM-5534 Bug - DOC Regional Ministry Positions are missing a record frame icon

Database Browser

  • CDM-5627 Bug - Upgrading Suran Server from v2 to v4 on macOS doesn't remove the scheduler job
  • CDM-5629 Bug - Suran Server v4 won't install on Windows 7
  • CDM-5644 Bug - Upgrading Suran Server will fail if databases have path separators in their description
  • CDM-5669 Bug - Cannot connect to Suran Server v4 from a client
  • CDM-5379 Story - Require macOS 10.11 or later when installing Suran Server
  • CDM-5562 Story - Database Browser does not redraw correctly after stopping server
  • CDM-5563 Story - Database Browser does not redraw correctly after removing server
  • CDM-5583 Story - After installing Suran Server, re-apply ACLs for an existing backup path
  • CDM-5626 Story - Display a progress count when backing up and restoring databases for a server upgrade
  • CDM-5675 Story - When resetting the automatic backup permissions on a server install fails, don't roll back the install

Database Integrity

  • CDM-5598 Story - Add a function to clean invalid foreign keys
  • CDM-5609 Story - Enhance cascading deletes to handle tables with fk's and fk_tables.

Direct Deposit

  • CDM-5595 Bug - Opening Payroll Direct Deposit Processing causes the program to crash 

Engage

  • CDM-5516 Epic - Administer Member Giving
  • CDM-5524 Story - Link a user to individual and identify them as being a giving admin
  • CDM-5525 Story - Add an Online Giving tab to Giving Unit Records
  • CDM-5585 Story - Database function that returns a link to Engage Giving for an individual
  • CDM-5647 Story - Allow creating an Engage Account from Individual Records

Error Reporting

  • CDM-5619 Bug - Feedbacks aren't sending from 10.2

Event Registration

  • CDM-849 Bug - Deleting a registration with payments made via Web Ministry Tools will lock the program
  • CDM-1851 Bug - Master List Detail not showing Fees 
  • CDM-5287 Bug - Registration export can generate a SQL error
  • CDM-5484 Bug - Balance on Registration Entry Payment tab is not displaying correct value when moving between records

Finds

  • CDM-957 Bug - Selecting the Type find field for User Fields does not provide a comparison or criterion field
  • CDM-1002 Bug - Performing a find on a character value containing a backslash requires you to escape the backslash
  • CDM-1420 Bug - Individual Custom Listing report is showing Visitation Records in the drop-down for the related records "Address Individual Records" field
  • CDM-4639 Bug - When deleting a phone or email type, the type remains searchable until the user logs out
  • CDM-5369 Bug - Including a backslash in find criteria can generate an error
  • CDM-5610 Bug - Individual Custom Listing with an Advanced Search is causing a SQL error
  • CDM-5638 Bug - Primary search fields in DOC General display DOC regional fields
  • CDM-5641 Bug - Search on Check Number in Ledger Entries causes SQL error
  • CDM-5661 Bug - Load/Save Report doesn't save Advanced Settings

Girls Club Reports

  • CDM-4149 Bug - The Total column of the Girls Club Point Summary is not summing Club and Bonus points

Groups

  • CDM-4056 Bug - Copying group assignments removed some assignments from the source group
  • CDM-5416 Bug - Church Position of Senior Pastors is showing anyone who has been a pastor
  • CDM-5499 Bug - Regional version of Mobile is showing Church Position with same position displayed multiple times

Installers

  • CDM-5426 Bug - CDM+.exe file does not install properly on Windows
  • CDM-5561 Bug - Mac installer does not set ownership on Application Support/Suran

Investments

  • CDM-4103 Bug - Unable to edit an Investment Withdrawal
  • CDM-5657 Bug - Closing out an Investor in Investments creates check but does not update Investor record

Investor's Heritage

  • CDM-5434 Story - Remove the logo from Investors Heritage Statements
  • CDM-5526 Story - Print annual payment statements properly

Ledger

  • CDM-2630 Bug - Attempting to void an entry with an offset in a closed period will not mark the original entry voided
  • CDM-3513 Bug - Ledger Entry window Source is not listed in Configure drop-down menus
  • CDM-5545 Bug - Ledger to Budget report is printing some account descriptions blank
  • CDM-5576 Bug - Contribution type on ledger window allows for new check to overwrite the entry
  • CDM-5584 Bug - Check Listing Report isn't sorting by check number
  • CDM-5615 Bug - Ledger to Budget is not printing accounts that have a budgeted line item but no activity on it

Login

  • CDM-5257 Bug - Hosting password contains a percent sign and will not allow connection to database
  • CDM-5549 Bug - SQL Error when updating a 10.2 database
  • CDM-5664 Bug - User presented with "Unable to connect to last database" after transfer from v3 to v4 hosting server

Master Coding System

  • CDM-4640 Bug - Email and Phone types can be deleted from Master Coding System without warning
  • CDM-5485 Bug - User Field sets aren't alphabetized in the Master Coding System 
  • CDM-5577 Bug - Code usage statistics not displayed correctly after adding a new code
  • CDM-5611 Bug - Master Coding System window does not close if there are unsaved changes when clicking the close button

Membership

  • CDM-432 Bug - Birthdate field will not allow entry of birth year if 2/29 is entered into month and day fields.
  • CDM-1096 Bug - Allow copying members from a built-in group in list maintenance to any other group type
  • CDM-1958 Bug - Using an advanced find against address fields on Individual Other Information Maintenance can cause a SQL error
  • CDM-2997 Bug - Address Yearbook Directory does not print anything but a column of letters when using Window Results
  • CDM-3032 Bug - Adding records through the Grid in Address Records (Add Rows function) is not saving the created records
  • CDM-4333 Bug - The Divider Line on Address Yearbook report does not print for items on the bottom half of the page
  • CDM-4347 Bug - User receives SQL error when saving a mass edit in the Grid
  • CDM-4518 Bug - Printing to screen on pastoral record more than 40k long will look strange.
  • CDM-4547 Bug - Cannot add item/field to Address Yearbook directory
  • CDM-4728 Bug - The Birthdates by Month report doesn't always provide sensible headers when paging by group
  • CDM-4889 Bug - Printing an Individual Yearbook Directory using an individual user-defined group excludes all but one individual in the individuals field
  • CDM-4987 Bug - On Visitation Records, user cannot scroll access and reminder user lists unless they are in change mode
  • CDM-5024 Bug - Pastoral/Visitation Access tab remains when selecting non-owned record
  • CDM-5355 Bug - Email Addresses Phones don't print on Name Badges
  • CDM-5365 Bug - Print Address yearbook to screen prints each record on top of each other
  • CDM-5376 Bug - Address Yearbook Directory title overlaps divider bar
  • CDM-5482 Bug - The vertical divider is missing on the Individual Records Personal tab
  • CDM-5486 Bug - Individual Yearbook Directory report showing no results after attempting to print with no format selected
  • CDM-5592 Bug - Individual Phones/Email report will not print to PDF in Windows
  • CDM-5612 Bug - Save address Directory to text ,open in excel and it has numbers in front of the address line 
  • CDM-5628 Bug - Checking 'Visitor receives directory checked' on an Address Export causes SQL error
  • CDM-5635 Bug - Formatting Other Phones for Yearbook Directory does not honor terms

Memorial Gifts

  • CDM-1642 Bug - User receives a SQL error when 'In Memory/Honor' field is used in a custom list set
  • CDM-5667 Bug - Address fields cannot be modified after unlinking a Memorial Gift Given from an Address Record

Minister Reports

  • CDM-5606 Bug - Unable to import COG Treasurers & Ministers Reports
  • CDM-5154 Story - Restore the Minister Report Form report for Imported Minister Reports

Mobile Provisioning

  • CDM-5633 Bug - Adding a mobile provision in 10.2 generates a duplicate ID error

Notices

  • CDM-1953 Bug - Embeddable photo fields are missing for address and individual notices
  • CDM-5515 Bug - Sent notices from on-line registrations are showing wrong date in CDM+
  • CDM-5618 Bug - Inviting a minister to search and call on Windows produced disconnected error

Omnis

  • CDM-5507 Story - Update to Studio 8.1.6

Payroll

  • CDM-102 Bug - Changing the paid date in Calculate Regular Payroll does not reset the Exists flag
  • CDM-1006 Bug - Changing the marital status on an employee without any payroll prompts you to update the marital status on existing payroll
  • CDM-1457 Bug - Change the Payroll Setup-Checks-Items Settings to adjust the column placement based on available width to prevent columns from not printing on the check
  • CDM-1563 Bug - The default Pay Setup tab from Payroll Setup is not populating on new employees
  • CDM-3156 Bug - Auto-draw payroll checks print in a different order than the window sort
  • CDM-3729 Bug - Canceling printing Payroll Check will still post the payroll
  • CDM-4059 Bug - Composite mode of Post Payroll (Print to Screen or Printer) does not work
  • CDM-4140 Bug - The payroll direct deposit posting report is missing footer data
  • CDM-4440 Bug - When posting payroll for different employees with the same check number, only the first payroll posts
  • CDM-4922 Bug - When writing checks the user is still prompted for a print location and is able to post the check when there are no check formats.
  • CDM-5025 Bug - User may not be able to set fixed withholding for Federal or State tax
  • CDM-5299 Bug - Deduction Detail report is not printing the names of the employees after it prints the first name
  • CDM-5360 Bug - The report title on the Payroll Period Detail does not reflect the proper Report Title
  • CDM-5422 Bug - Payroll ACH file does not include payer routing, account, and EIN data
  • CDM-5456 Bug - Un-linking an Employee record from an address doesn't enable the street address fields
  • CDM-5614 Bug - Employee's name does not print on Employee Period Summary when pulled from view payroll
  • CDM-5666 Bug - Attempting to update check number of Payroll Check entry causes SQL error

Phones/Emails

  • CDM-4830 Bug - An error can occur adding a phone or email
  • CDM-4850 Bug - Attempting to save an invalid email address can produce an error
  • CDM-5481 Bug - Phones and emails tab do not adjust the Number/Address column heading

Posting

  • CDM-4095 Bug - Showing the preview for Deposits and Loan Payments Posting prevents deleting any payment included in the posting
  • CDM-4993 Bug - Investment Deposits and Loan Payments Posting Report is printing black bar between search description and first line of report

Preferences

  • CDM-5634 Bug - Changes to Preferences may not take affect until the next time the user logs in.

Record Frame

  • CDM-1503 Bug - Record frame windows aren't recalling their sort
  • CDM-4487 Bug - A SQL error can occur when saving a record frame change
  • CDM-5010 Bug - Opening the grid in Individual Records causes the program to hang
  • CDM-5158 Bug - Finding against employee marital status with no code selected generates a SQL error
  • CDM-5249 Bug - Use the enter key to trigger a save doesn't work from an exploded window
  • CDM-5378 Bug - The record frame descriptions wraps text unnecessarily
  • CDM-5413 Bug - Record Frame does not load with the correct results when configured to open with the last find results and the last find was "Show All"
  • CDM-5459 Bug - Opening Select Records when there is no default search does not apply the filter on next standard search
  • CDM-5529 Bug - Contribution Maint screen, Total contribution amount is not right justified
  • CDM-5554 Bug - Searches button can cause Omnis error
  • CDM-5600 Story - Add a fail-fast when inserting results list preferences

Regional

  • CDM-846 Bug - Printing Church Labels/Envelopes using an advanced find only does not include the selected positions
  • CDM-847 Bug - Selecting positions for the Attention line on Church Labels/Envelopes restricts which churches appear in the results
  • CDM-1715 Bug - Paging by District (region) on the COG Church Directory report does not work the first print run
  • CDM-4572 Bug - The group dropdown list for Church Email Notices contains more than church group types
  • CDM-4946 Bug - Church may not appear on address records in regional
  • CDM-2106 Story - Create Church Position Labels

Report Frame

  • CDM-1625 Bug - Printing a report to the clipboard or a file omits lines with bold content
  • CDM-3451 Bug - Printing the Congregations in Process report can produce an error "Cannot end print job when print job not started"
  • CDM-3604 Bug - Saving a report setup generated a SQL error
  • CDM-4502 Bug - Email > More Options, resizing window can create visual inconsistencies
  • CDM-4725 Bug - Load/Save Report does not consistently load or replace settings
  • CDM-5135 Bug - Printing from a record frame window omits the search description option
  • CDM-5414 Bug - Revert to Defaults does not reset left margin
  • CDM-5425 Bug - Printing name badges can produce a divide by zero error
  • CDM-3574 Story - Prompt the user to confirm loading report defaults

Roommate

  • CDM-651 Bug - Roommate is showing a reoccurring all-day event as one big continuous event 
  • CDM-937 Bug - User Fields are not showing in Resource Custom Listing report
  • CDM-986 Bug - Conflicts in Roommate with recurring events display the original date

Search and Call

  • CDM-5654 Bug - Publishing a SAC profile will delete references

Search and Call Flagging

  • CDM-4507 Bug - The Flagged Minister Report does not page correctly by congregation
  • CDM-4958 Bug - Mark Ministers will reset status of existing flags

Search and Call Regional

  • CDM-4562 Bug - The Out of Circulation Date parameter on the Minister Profile report will never generate search results for a DOC region.

Setup Assistant

  • CDM-2234 Bug - Switching from a demo account to a hosted account does not connect the host account properly

Suran Omnis Framework

  • CDM-2019 Bug - When clicking out of a dropped combo box without selecting a new line, do not clear the list dataname
  • CDM-5372 Bug - Entering a new code into a dropped combo box does not prompt to add the code
  • CDM-5431 Bug - Contribution saved after reconnect reverts reference number to 1
  • CDM-5663 Bug - The program can attempt to insert a duplicate ID
  • CDM-5384 Story - Eliminate transaction control in integration tests
  • CDM-5385 Story - Replace native Omnis messages with toMessage calls
  • CDM-5390 Story - Replace DELETE FROM test code with TRUNCATE
  • CDM-5391 Story - Replace explicit trigger ENABLE/DISABLE call with SOF methods
  • CDM-5392 Story - Replace test helper methods with the mocker
  • CDM-5402 Story - Rename $DefaultSettings to $defaultSettings
  • CDM-5405 Story - Convert special function methods to be protected and alphabetize them
  • CDM-5531 Story - When opening a message that's attached to a window instance, bring the window instance to the front
  • CDM-5603 Story - Enable encryption for self-hosted databases on Suran Server v4

Tax Forms

  • CDM-5602 Bug - Importing tax tables doesn't close the import window

Treasurer Reports

  • CDM-62 Bug - When printing a TR from the TR Process window, the treasurer information is defaulting to salutation of 'Mr.' and it is not including the first name of the treasurer.
  • CDM-4931 Bug - Unable to search 'Training and Development' under the 'Education' tab in COG individual records
  • CDM-4984 Bug - Miscellaneous Income Summary will include Giving Funds that are like ABC/Income Account Name when they include a Giving Fund that is like /Income Account Name
  • CDM-5558 Bug - The text file in Treasurers Statistic Report is blank
  • CDM-5643 Bug - Entering Treasurer Report can cause SQL error

Updating

  • CDM-4253 Bug - The login window can prompt to update a database to an older version
  • CDM-5588 Bug - An error can occur updating a 9.1r19.3402 to 10.2
  • CDM-5597 Bug - Updating CDM+ on Windows produces an error replacing libraries
  • CDM-5622 Bug - Updating CDM+ can produce an error loading the field manager
  • CDM-5625 Bug - Updating UID 5314 to 10.2.0.8056 produced an error
  • CDM-5637 Bug - Updating build 7950 to 10.2 causes SQL error on v3 hosting
  • CDM-5639 Bug - Update to 8056 fails on email address containing slash when no such email exists in the database
  • CDM-5674 Bug - The initial update on a v4 server can corrupt tax tables
  • CDM-3407 Story - Redesign the manual upgrade warning
  • CDM-4215 Story - When notifying a user there is a web update available, warn them they will need an administrator to install it if the user doesn't have update permissions

User Customizations

  • CDM-5537 Bug - State Wage and Withholding report txt file is blank

User Fields

  • CDM-5446 Bug - Number (2 decimal places) does not hold entered data in Individual User Field Maintenance
  • CDM-5546 Bug - User fields in Resources does not give you the Load option
  • CDM-5670 Bug - User Fields tab fetches binary data whether or not the user requests a specific file
  • CDM-5477 Story - Add a sidebar to User Field Maintenance

Women's Reports

  • CDM-5553 Bug - (Windows only) Women's Report Record window will change sort order when selecting a different record