CDM+/CDM+ Pro 8.1.1r3

Downloads: 
(not available)
Release Date: 
Tue, 04/04/2006
WARNING: Do not use the "Install" button to get this update. Instead, visit www.cdmplus.com and log into the support area. Download and install the full program installer on each computer running CDM+/CDM+ Pro.
 
This release contains new manuals, an improved web update/network update mechanism, and a variety of minor bug fixes and enhancements. It is VERY STRONGLY RECOMMENDED that all users update to CDM+/CDM+ Pro 8.1.1r3. This update requires manual installation on all computers running CDM+/CDM+ Pro. Be sure to download the full installer to get the updated manuals.
 
Accounting
  • (Bug Fix) Ledger to Budget showing Total Assets rather than Total Expenditure
  • (Bug Fix) AR Detail Statement sometimes not showing the 'Previous Balance' on the report
  • (Bug Fix) Begin Date Selection did not work on the Budget Show YTD Option
  • (Bug Fix) Budget Report Showing 'Total Liabilities'
  • (Bug Fix) Current Account balances did not warn you if no accounts were selected
  • (Bug Fix) Fixed a problem where Current Account Balances would not report balances for the 201st account on.
  • (Bug Fix) Fixed a problem where inactive accounts with zero balances printed on the Account Balances Balance Sheet when printing accounts with zero balances
  • (Bug Fix) Fixed a problem where income and expense accounts could be displayed under a fund code on the Account Browser or selected using the fund code range selection
  • (Bug Fix) Fixed a problem where the bank rec report would not include activity from future reconciliations in the total uncleared items if the bank rec being reported on wasn't filed.
  • (Bug Fix) Fixed a problem where the budget breakdown would not display the correct month in each month box if the fiscal year did not begin Jan. 1
  • (Bug Fix) Fixed a problem with adding new accounts to the budget where an existing account would be duplicated with the same ID instead. This only happened if the new account was not at the end of the budget after the list was automatically re-sorted.
  • (Bug Fix) Fixed the column header on the first stub of the Check Stub Stub check formation to not print StringTable.$gettext("Labels.InvoiceNumberSign")
  • (Bug Fix) Invoice Summary cutting off figures on the right
  • (Bug Fix) Made some changes to help eliminate the errors when selecting 'Payments' on the vendor window
  • (Bug Fix) Selecting accounts using the range option and selecting a single fund code will now work
  • (Bug Fix) The Miscellaneous checkbox on Vendor Records is no longer enabled in view mode
  • (Bug Fix) The total not yet due figure on the Invoices tab of Vendor records is now correct
  • (Bug Fix) Vendor lookup in Invoices and Ledger window was including inactive Vendors
  • (Bug Fix) when Closing multiple periods or the first of the year the begin date was displaying the end of the last closed month and not the first day of the first month to close
  • (Enhancement) Optimized the correction portion of the Check Account Balances routine
  • (Enhancement) Partially paid invoices will now appear on the Invoices tab of Vendor Records and in the Invoices window
  • (Enhancement) Recurring Ledger Entries Setup now contains a full list of find and results column fields
  • (Enhancement) Reworked the budget window to be much faster
  • (Enhancement) Rewrote the budget window to improve usability and reliability
  • (Enhancement) The Budget window now supports the "Enter key acts as tab" user preference
  • (Enhancement) When marking invoices to pay from the Invoices window, the payment option, vendor and asset will now be recalled
Contributions
  • (Bug Fix) Adding three new giving funds via the tab key, moving all three up the list using the red arrows and clicking Save will no longer generate a SQL error
  • (Bug Fix) Contributions maintenance will no longer allow you to use the transfer utility without first finding contributions to transfer.
  • (Bug Fix) Contributions payment type field is now a code selection field
  • (Bug Fix) Error when trying to find in Event Statistics
  • (Bug Fix) Fixed Error on Update Giving History
  • (Bug Fix) Fixed a problem where the contributions Transfer window would not recognize valid giver's codes
  • (Bug Fix) Fixed a rare problem where if auto-load pledges is enabled and the contributions window is left in an add mode with no data entered, making changes on other open windows could generate a SQL error
  • (Bug Fix) For pledges that do not begin Jan. 1., if a one-time breakdown is automatically added when the frequency is selected, the adjusted date range for the primary breakdown line will now make more sense
  • (Bug Fix) Gifts Given Report, gifts and designee are all marked 'In Honor Of', but report is displaying 'In Memory Of'
  • (Bug Fix) Memorial Gifts Given Listing Designation Box Info is overriding the next record
  • (Bug Fix) Memorial Gifts Given, When you link to address rec. it will not put the first and last name into the mailing name box.
  • (Bug Fix) Pledge Comparison not formatting for text properly
  • (Bug Fix) Pledge Reports ignoring giving unit selection range on Non Pledgers
  • (Bug Fix) Pledge export is not reporting the giving todate when "those without pledges" is selected.
  • (Bug Fix) Pledges Weekly calculations for 2006 are being based on 52 weeks when in fact there are 53 weeks in 2006.
  • (Bug Fix) Report of Giving was showing 'Phone' footer'. It should not
  • (Bug Fix) The Giving Statement Diagram window now has the correct title.
  • (Bug Fix) The Pledges window will now have the correct title if using using terms for pledges
  • (Bug Fix) When delelting multiple giving units at a time, if any giving unit has contributions, you will no longer be able to delete the selected giving units
  • (Bug Fix) When you enable receipts, receipts will show on the menu, but when you click it, it does nothing. If you log out and then log back in, it will then bring up the receipts report when you click 'receipts' on the menu.
  • (Bug Fix) when prefs are set to either type of pledge loading, you type the last name of a giver into the name field and tab, and it automatically loads the giver name and drops to the payment type field - regardless of whether there's one or more givers with that last name, and even if you have a default payment type set
  • (Enhancement) Added Attendance and Contribution record searchs to giving detail-based reports
  • (Enhancement) Added a diagram to giving statements to clarify the spacing of and between addresses
  • (Enhancement) Canadian Tax Receipts are now a preference, under Contribuiton Setup and do not require a custom version.
  • (Enhancement) Contribution labels now have discount mail option
  • (Enhancement) Giving unit window list of Individuals will now sort by family order
  • (Enhancement) The giving funds window will now hide the account column if the contributions/accounting link is disabled
  • (Enhancement) The list of batches on the Batch Contributions Entry window will now use a secondary sort of batch code
Event Registration
  • (Bug Fix) Activity Custom Listing will now report on activity registrants correctly
  • (Bug Fix) Error when trying to delete a registration
  • (Bug Fix) Event Master List report showing 2 city lines if no fees are showing
  • (Bug Fix) Event Registration Payment report did not have an advanced search option for individidual activity assignment
  • (Bug Fix) When Printing the Registration Master List from the window the report was not showing all the information
General
  • (Bug Fix) After entring a decimal into a record frame or advanced find criteria field and omitting the leading 0, the program will now append the zero for you.
  • (Bug Fix) Converting a 7.1.2 (or earlier) datafile to CDM+ Pro 8.1.1 works again
  • (Bug Fix) Corrected the default paper height and width on some labels
  • (Bug Fix) Error Converting a 8.0 data file with a user that does not have 'View All Visitation' and 'View All Pastoral' Checked in thier password
  • (Bug Fix) Fields Preference Showing customized fields in standard version
  • (Bug Fix) Fixed a "Too Many Methods or Custom Attributes have been stacked error" when Individual Records, Address Records and Giving Units were opening, and a new Address was added
  • (Bug Fix) Fixed a bug where repetitively performing a replace all using the grid produced incorrect results
  • (Bug Fix) Fixed a problem where CDM+ Pro would always indicate a database is invalid when choosing a different database server or setting up CDM+ Pro using option 2
  • (Bug Fix) Fixed a problem where User Management allowed you to remove access to User Management from all users
  • (Bug Fix) Fixed a problem where performing a simple find on a boolean (yes/no) field could give a SQL error when selecting the find field after opening the window and immediately clicking Find
  • (Bug Fix) Fixed a problem where updating an archive file that was missing the Phone Type built-in Code Type generated a SQL error
  • (Bug Fix) Fixed a problem where using option 1 or 5 on the setup assistant returned you to the setup assistant and the database was created
  • (Bug Fix) Fixed a problem with restoring files from an Archive Database. Also reworked the archive warning to refer to Databases instead of Datafiles.
  • (Bug Fix) Fixed a problem with the Advanced Find where boolean (Yes/no) finds would sometimes fail, and where no advanced find would work if multiple related record searches were used
  • (Bug Fix) Fixed a rare SQL error that could occur when refreshing an Advanced Find preview
  • (Bug Fix) Fixed a rare SQL error that could prevent logging into CDM+ Pro
  • (Bug Fix) Fixed a rare problem that could occur when updating an archive file to CDM+ Pro 8.1
  • (Bug Fix) Performing a related record find against an other information date value now works
  • (Bug Fix) Reworked the Menus preference pane to load faster and not crash the program under certain circumstances under Windows
  • (Bug Fix) Sorting a custom listing by a partial date field now works (existing sorts must be re-selected once before printing)
  • (Bug Fix) The Archive Launcher will now use the correct name of the current suite.
  • (Bug Fix) The custom entry field popup, such as the one used when saving a new account set, will no longer appear offscreen when the opening button is close to the bottom of the window
  • (Enhancement) Added the ability to specify an alternative font and size for postal barcodes via the System Membership Labels preferences
  • (Enhancement) CDM+ will now attempt to correct specific SQL errors related to the database schema definition before reporting the error
  • (Enhancement) If the backup routine cannot copy the backup to the final destination, an error message will now display.
  • (Enhancement) When in restore mode, the Archive Utility will use terminology more appropriate to restoring
Membership & Attendance
  • (Bug Fix) Address records were not updating the 'Modified by' Information when changed
  • (Bug Fix) Address yearbook. custom olan mills displays only one address per letter of alphabet
  • (Bug Fix) All visitors not always showing up on event attenacne when 'Show All' is hit.
  • (Bug Fix) Archiving visitor attendance will now archive a copy of visitor individuals for that attendance
  • (Bug Fix) Attendance History Update Does 3rd year even when not checked if current is checked
  • (Bug Fix) Attendance Worksheets not remembering last selected group(s)
  • (Bug Fix) Attendance by Individual not displaying all the individual names
  • (Bug Fix) Attendance by date. When running this report with not enrolled checked and do not page by code checked, not enrolled prints out as -22 on the report.
  • (Bug Fix) Birthdays By Month Names overprinting on Second page
  • (Bug Fix) Clicking the very left-most edge of the All button on the Select Phone Types pop-up window will no longer toggle the Print Type checkbox
  • (Bug Fix) Date not showing on first page of Attendance Worksheet
  • (Bug Fix) Dedication/Confirmation date not showing on indv master Listing
  • (Bug Fix) Detail By Individual If a person's information cannot fit on one page does not put it on the second page
  • (Bug Fix) Doing a missing report for a List and selecting 'Enrolled' generated an error
  • (Bug Fix) Event Attendance Not weeding out 'Do Not Print' people when doing 'Show All'
  • (Bug Fix) Fixed a bug where deleting an address other phone number could delete individual other phone numbers
  • (Bug Fix) Fixed a problem where assigning an address record to groups on the groups tab removed all giving units for that address record from any groups to which they were assigned
  • (Bug Fix) Fixed a problem where selecting a phone type on Phone Maintenance, performing an advanced find and saving changes would delete other phone entries of that type not displayed in the list
  • (Bug Fix) Fixed a problem where some visitation reminders would show before they were due. Also, horizontally resizing the visitation reminders window will now correctly resize the Name column
  • (Bug Fix) Fixed a problem where the modified by would not update correctly on address and individual records
  • (Bug Fix) Fixed a rare SQL error that could occur when the Address Records window was in an add mode and changes were made in the individual records window
  • (Bug Fix) Formatted birthdate on Individual Directory so it does not run into age
  • (Bug Fix) In Regional Versions Church Selection on an address not getting cleared on an 'Add'
  • (Bug Fix) Indv Export, Indv Full Name not always showing correct individuals on one per household
  • (Bug Fix) Indv Yearbook - Indviduals not sorting by family order
  • (Bug Fix) Indvidual Label 'one per household' is not giving those individuals with address overwritten their own label
  • (Bug Fix) Middle name not on List of individuals in event attendance
  • (Bug Fix) Missing Directory Uses the Attenance search and Not the missing Search
  • (Bug Fix) Missing Labels/Envelopes Rept prints the names of the indiv attending, not the ones that missed.
  • (Bug Fix) Other Phones and E-Mail Addresses will now print correctly on individual name badges
  • (Bug Fix) Page by group not working on Anniv. By Month
  • (Bug Fix) Page by group not working on Birthdays By Month
  • (Bug Fix) Performing a "does not contain" find against Last Name on Address Records will no longer generate a SQL error
  • (Bug Fix) Printing attenance summary off of Visitor Window was not putting individuals on a single line
  • (Bug Fix) Problem with display of Code Key on Attendance Worksheet Showing String table Code
  • (Bug Fix) Sort on Married date in Indv custom List treating it as a character and not a date
  • (Bug Fix) Visitors/Notes prints on the Attendance Worksheet report and not just Notes
  • (Bug Fix) When doing one per household Individual labels and the print suffix is not checked. those with suffixes do not print last names
  • (Bug Fix) When in Add mode on Individual Records and switching to the Other Phones tab, a blank line will now appear on the other phones list
  • (Bug Fix) When printing individual reports and enabling one per household, disabling the name will now disable the name for individuals with differing last names from the address last name
  • (Bug Fix) When you change an addres name and say 'no' to update the giving unit the modified info was still changing on the Giving Unit
  • (Bug Fix) You can no longer tab into the Entered By and Modified By fields on Individual Records
  • (Bug Fix) individual records, when tabbing through to enter new indiv, you tab onto the personal tab, but it skips the gender field
  • (Enhancement) Address/Individual Selection window it will now display 'No Records Found' message when appriopiate.
  • (Enhancement) Attendance reports will now include address and individual related records in the advanced find
  • (Enhancement) Attendance worksheet Added Line before Code desc
  • (Enhancement) Formatting and embedded fields are now supported on Visitor Letters
  • (Enhancement) Tabbing on the Personal tab of Individual Records in the Catholic version now makes more sense; in all versions, it is now possible to tab from the Photos tab to Groups during Add mode in Individual Records
  • (Enhancement) Visitation Reminders Slow Loading if there are a large number
  • (Enhancement) When assigning items to a list via list maintenance, the destination list will now stay scrolled to the bottom
Payroll
  • (Bug Fix) Fixed a problem where Auto-Draw payroll checks would post as one lum item
  • (Bug Fix) Fixed a problem where StringTables functions could appear when modifying a check setup, particularly payroll checks.
  • (Bug Fix) Pay Item Summary Not refreshing report data if dates are changed
  • (Bug Fix) Payroll 1099 Report reporting error
  • (Bug Fix) Refreshing the report after changing from 1099 to 1096 does not actually change the report.
  • (Enhancement) Added the ability to override the 1096 Filer address For Organizations that have a 4 line address in the System Preferences