CDM+ Knowledge Base

After clicking on a Download link at right, click here to access installation and setup guides.

For new users installing CDM+ for the first time:

Click on the Windows or Mac OS X link under Downloads above. Then follow the CDM+ Program Installation instructions.

For CDM+ 9.0 Users Upgrading to CDM+ 9.1:

CDM+ 9.1 must be installed on each computer running CDM+. You do not need to install CDM+ on your server computer first. The initial upgrade to CDM+ 9.1 may take a little longer than normal (up to 2 hours, but usually less than 30 minutes) so please plan your upgrade accordingly. Also, some saved report settings will be reset to defaults after installing 9.1. Once they are re-configured, they will be correctly retained.

NOTE: Activation is required when upgrading from CDM+ 9.0 to 9.1. Users enrolled in Premier Support are automatically entitled to upgrade to CDM+ 9.1 at no extra charge. Users who are not on support should contact our sales department 877-891-4236 for upgrade options. If you initally purchased CDM+ 9.0 as a new user on or after August 1, 2011, you are are automatically entitled to CDM+ 9.1 at no extra charge, regardless of support status. (This does not apply to additional programs added to CDM+ suites initially purchased prior to 8/1/11.) For more information regarding activation, please visit this page.

For CDM+ 8.2 Users Upgrading to CDM+ 9.1:

Once CDM+ 9.1 is installed on your server, you must install CDM+ 9.1 on each client computer using the full program installer. CDM+ 8.2 will not automatically update to 9.1. For further instructions, see the CDM+ 9.1 Upgrade Guide (from v8.2 ONLY).

For CDM+ 8.0 through 8.1.2 Users Upgrading to CDM+ 9.1:

CDM+ 9.1 is a major upgrade to CDM+ 8.x requiring conversion of your data. It is free via download from this site for all users currently enrolled in the annual Premier Support program at the time of software upgrade. If you are not currently enrolled in the annual CDM+ Premier Support program, please contact CDM+ Sales toll-free at 877-891-4236 for pricing.

Please visit www.cdmplus.com/upgrade91 for more detailed information about this upgrade. The first time you access your data with CDM+ 9.1, the program will check our records to be certain you are currently authorized to use CDM+ 9.1. If you are unable to access the Internet on your CDM+ server, please call us at 800-633-9581 for a CDM+ 9.1 manual authorization code.

NOTE! Upgrading to CDM+ 9.1 does not automatically update your tax tables for 2011. This must be done after upgrading by clicking the Web Update button on the Tax Tables window.

Click either the Windows or Mac OS X link above to download the latest CDM+ 9.1 installer. See the CDM+ 9.1 Upgrade/Conversion Guide (from v8.0 thru v8.1.2) for instructions to upgrade and convert your data.

NOTE! Windows Vista and Windows 7 users upgrading from CDM+ 8.0 through 8.1.2 should disable UAC (User Access Control) BEFORE beginning data conversion.

ALL Windows users should disable firewalls and anti-spamware programs (such as McAfee, Norton, Symantec, AVG, etc.) BEFORE beginning data conversion.

For CDM+ 7.1.2 and Earlier Users Upgrading to CDM+ 9.1:

CDM+ 9.1 is a major upgrade to CDM+ requiring conversion of your datafile by Suran Systems staff. Click here to view system requirements for CDM+ 9.1. It is free to all users currently enrolled in the annual Premier Support program at the time of software upgrade. If you are not currently enrolled in the annual CDM+ Premier Support program, please contact CDM+ Sales toll-free at 877-891-4236 for pricing.

Users on versions of CDM+ 7.1.2 and earlier should NOT attempt to install this upgrade. Suran Systems, Inc. staff will need to convert your data to use CDM+ 9.1. Please contact us at 877-891-4236 to schedule.

New Features in CDM+ 9.1

CDM+ 9.1 includes several major new features:

• Saved Reports throughout CDM+ to easily save and load multiple report settings on any report, including search and formatting options
• The Notice Organizer, found on any notice-based report allows you to categorize, duplicate and assign access rights to notices
• Multiple Family Check-In allows an entire family to check into any set of events through self check-in and generate unique labels for each family member
• An enhanced network/web update to make updating smoother, faster and more reliable
• Support for the new Giver's Portal and CDM+ Mobile (scheduled for release in November 2011)
• And many other enhancements

Please http://www.cdmplus.com/upgrade91 for full details.

9.1r6 Release Notes

Accounting

• Budget Comparison report is not showing the ALL/None and account selection buttons.
• Budget report not printing for some users
• Check item setting "don't print dollars does not save and still prints "dollars
• Fixed a SQL error that would occur when increasing the beginning balance date and there are ledger entries with a transaction date on the old beginning balance date.
• Fixed an error that would occur running the Check Listing Report
• Longer Chart of Accounts Field
• Turning off Advanced fund accounting will now clear fund links on balance sheet accounts.

Attendance

• When attempting to print Visitor Letters from Visitor Letter Assignment, user is getting "fgWindowPreferences cannot contain a blank key."

COG Regional

• COG Regional: Error when trying to jump from church window to Quarterly woman's report
• Fixed an error when processing treasurer reports with Process ACH enabled
• Process Treasurer Reports allows you to process a report without mapping Other Giving
• Regional Church Reports sometimes do not give correct results when selecting multiple codes and adding an advanced search

Contributions

• Fixed an issue where selecting giving funds during contributions entry gave inconsistent behavior.
• It is now possible to use the giver's code range search to find a specific giver with a fractional giver's code, e.g. 213.4
• Optimize giving history report

Customizations

• Add a Page by Fund to the Budget vs. Actual by Month report for user 6427
• Add custom program name to Omnis for FSN
• Budget vs. Actual by Month
• Expanded range options on FSN reports
• LaCross Area Synod Custom Quarterly Comparison report not working.
• Tweak to Monthly Pledge Report for 10638

Data Import

• Cleaned up post-processing of individual records during data import
• Fixed an issue importing dates.

DOC Regional

• Expand PCC field on DOC regional Minister Master File

Event Registration

• Load button on registration notices is not loading events.

Mailing

• If you start a discount mailing, when you select cancel at the print job screen it does not cancel.
• The pieces being addressed are not in the same order as the sortation report of USPS Discount Mailing Flats.

Media

• Cassette label format not holding selection.

Membership

• Address Directory not sorting properly and it is picking up random phone types and assigning them to visitors.
• Carrier Sort not showing on individual Labels
• Error When printing card notice when no notice is selected
• Individual Names Field added to Address Email Notice and results list option

Payroll

• 941 Tax Form allowing changes to Detail tab without clicking on the 'Change' button first.
• Auto-incrementing alphanumeric check numbers in Payroll
• Calculate payroll (hourly and regular) - cannot sort by employee name any more. Will sort by ID and Frequency, but not by name.
• Change a payroll with 4 percentage-based deductions. Set two deductions to 0.00 and save. Click No to recalculate taxes. The remaining deductions zero out.
• De-selecting the "Withhold" option on a payroll deduction's calculation setup will now also de-select the "Applies From" option.
• Expand field manager data for payroll table and allow querying on related address records, including groups, OI and phones
• Expanded deduction options
• Federal and state withholding calculations will now handle the scenario where allowances push an employee to a lower tax bracket
• FICA maximum withholdings will now be respected
• Fixed an issue where local 2 tax calculations would use the local 1 tax setting
• Fixed an issue where the Do Not Print Or Post checkbox on View Payroll would not enabled after viewing a posted ledger entry
• On User deduction setup if a deduction is changed from 'Other', and has PreTax Settings, Pretax is not cleared out
• Payroll can once again be posted without printing the payroll to checks
• The "Withhold" and "Apply From" options on deduction calculation setups will now be set correctly on deductions created prior to CDM+ 9.1r5
• The style for entry fields on the payroll deduction calculation setup will now default to disabled.
• When entering contractual pay and tabbing out of the amount column, Pay is checked but the Calculate button does not enable

Regional General

• "Church Position" is now available as a choice in results columns on individual records

Report Framework

• Fixed an error when trying to replace a saved report setup