In versions of CMS prior to 11.12.26 there is a feature for "Exclude Goods received amounts" when doing a year-end type letter. Using this feature will cause duplicate amounts if the payment as split into multiple categories. Because of this bug, this option has been removed in version 11.12.26. If you are using a version prior to 11.12.26 you should not use this option (Exclude Goods received amounts) if you have any donations that were split into multiple categories. We apologies for the in...

You can limit a batch of Thank-you letters to one or more solicitors. In the Batch Letters window (Tasks > Letters & Receipts), click the Other tab and choose to Limit or Exclude Solicitors. Improvement implemented in version 11.12.15.

A new "Manual" option for Labels and Salutation has been implemented. In the Address Settings section, choose "Manual" from the Label Type and/or Salutation fields. Choosing "Manual" will prevent the Label and Salutation fields from being updated automatically for the current address. To manually update these fields, click Address Details and enter the Labels and Salutations as needed. This is useful when you want to enter a custom salutation and/or label that should not be updated automatica...

Added medical related fields for users who have the Camp, School or Friendship Circle modules. Fields include Insurance, Physician, Hospital, Diagnosis, Medications, Allergies and more. These fields are now available by clicking "Medical Info" when viewing the details of an individual (Family tab). On the Family tab, select the individual and click Edit. Click Medical Info... These fields are also available when doing a Contact Report (Type: Family) to export to Excel. On the Co...

Added parent Label and parent salutation fields to Camp/School Application type reports. Improvement implemented in version 11.11.15.

Contact Report now support the exporting of the Address Note field. Address note is often used to add information about the specific address. Each contact can have multiple addresses, and using the Address note is beneficial in entering a note associated with a specific address (in contrast to entering a general note for the Contact). This improvement was implemented in version 11.11.7.

French number to text conversion has now been implemented. Numbers to Text is used in Thank you letters, using the field (Built-in letters) and field (Word Merges), as well as in Printing checks using . Click Program Setup > Options > Letters/Receipts tab > Word Amount field, and choose French from the Drop-down. Please note that this feature is in beta testing at this phase. If you are going to use this feature, please pay closer attention to the frenc...

Office 2010 SP1 is an important update that Microsoft released that fixes bugs and adds improvements to MS Office in general. However, SP1 also introduces at least one bug that affects older versions of CMS. If you installed SP1 without installing the very latest version of CMS, you may notice that the following features in CMS are not working: Send Invoice On the Transaction tab, when viewing Bills and clicking the Invoice button, all the invoices will come up for your entire database, even pa...

Displaying of Friends optimized. The 2-5 seconds delay (depending on database size and network) has been eliminated and/or drastically reduced. Improvement implemented in version 11.10.10

When applying a payment to a bill that has the Honor/Memory field entered, the payment will now automatically fill in that field with the same info that is in the Bill being paid. Note: When applying the payment to multiple bills, care should be taken that the Honor/Memory field is automatically entered correctly. It may not pick up the information from the bill you're intending it to. This improvement has been implemented in version 11.10.4.