Recent News

Mark as Sent Options (CMS Version 15.1.5) Based on user feedback, we have implemented an option for how the batch of letters get automatically marked as 'Sent' or whether this happens altogether. To benefit from these options, make sure you are using CMS Version 15.1.5 or later).

To access this option, click Program Setup > Options > Letters/Receipts tab. There are 4 options for the new Mark Sent feature. None Choosing this option will not mark as 'Sent' at all. You won't even...

Version 14.11.5: New: Manage Programs and Contact Report. There is now an option for "Last" amount (in addition to Total Amount and High Amount). Bug Fix: Online Reservations downloaded from previous version of the Reservation forms do not fill in Quantity and Extended Price. Running this update will correct this even for submissions already downloaded.

This version comes with a completely new CMS CONNECTED Form Designer 2.0. The new features it offers truly take the form design and flexibility to a new level. We have worked hard on implementing these features and we appreciate the feedback of so many of you in this area.

Documentation on the new CMS CONNECTED Form Designer is being presently being compiled. Here are the new KB Articles that cover some of the details. Please check back to the CMS CONNECTED 2.0 section of the Knowledge...

This new release of CMS fixes several bugs and enhances security as listed below. If any of these affect you, you should install this version ASAP. Version 14.9.1: Fixed: Date fields in merges appear in US format regardless of the regional settings on the computer. If you are in France or other countries and were having trouble with the Date merge field coming up in US format (mm/dd/yyyy), then this fix is for you! Version 14.9.3: Fixed: When making a contact report based on...

Bug Description: When generating a multiple-payment thank-you letter, it is not being filtered by "Not Sent" and "Get Receipts". The result being that (unless a date range is specified) the letter includes all payments.

This bug only applies to CMS Version 14 and has been corrected in version 14.6.10.

There is no workaround at this time and we are working hard on making the above version available for download as soon as possible.

We are excited to announce that the long-awaited version of CMS is finally out of beta and is available for all to download. Because of the many new features and core changes this version implements, it needed to be rigorously tested. Hence the extended beta period.

At this point, we recommend that all users update to this version which adds many improvements and new features you'll be sure to benefit from.

Google Contact (a.k.a. Cloud Contacts) integration implements seamless and...

Deposit report is now correctly sorted by Deposit Date order.

To generate a deposit report, click Reports > Transactions and choose "Deposit" from the Total By option.

This has been corrected in version 14.5.19.

Bug Description: When using Manage Program to update a Program to "No" based on other programs you select, the entire Program gets updated to "No" regardless of the Programs are selected.

This bug has been corrected and will be part of CMS version 14.5.7 and later.

There is no workaround at this time. Until the above version is installed, you should not use Manage Programs to update a Program to No based on other programs. We are working hard to release the above version as soon as...

This version fixes minor bugs and implements several improvements: Downloading Online Submissions now automatically update the matched Google Contact. Occasion English Date Reminder now correctly defaults the reminder date to the year following the occasion. Bug Fix: Changing the font and font size for Letters, Envelopes and Labels now works as expected. In Kind-type Letters and Envelopes work as expected and no longer cause "From Clause" error. If you are upgrading from...

What's New Sending thank-you letters by email using MailChimp. See this KB Article for details.

Saving thank you letter batches. Reprinting batches and change to "mark as sent" function. See this KB Article for details.

Sending thank-you letters now has more email options for limiting to those that have or don't have an email address. [image]

This is useful when you are generating thank-you letters to email (via Word Merge or MailChimp) and...