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Custom Display Designer—Java Applet

Note: The information in this topic refers to the Java Applet form of the Custom Display Designer. For information about the new Customizer created for Millennium Version 2017, see Custom Display Designer—Web Version.

The Custom Display Designer (also known as the Customizer) is used to select and position data so that you can tailor the standard data display and data maintenance form layouts to suit your institution's display and maintenance needs. New data fields can be added to these forms and existing data fields can be removed from these forms. The order in which the data fields appear can be changed. The standard labels, or aliases, for the data fields can be changed. You can choose to not display a label at all. You can, on data maintenance forms, customize hot key definitions for the labels. The appearance of the data can be customized in most instances. It can be displayed as bold text, right or left justified, or it can span across the entire form. Lookup table driven data fields can be shown as codes or as values. And finally, the Custom Display Designer can be used to require that a value for a particular data field (non- lookup table driven ones) be entered before new rows are inserted into a data table, or before existing rows can be updated.

In addition to customizing data display and maintenance forms, the Custom Display Designer is also used to customize:

the appearance of Lookup Table data
Search forms
data display and maintenance forms for use by the Online Constituent Directory
data display and maintenance forms for use with the mobile feature

The Custom Display Designer is used to customize the information that displays in the display area. It cannot be utilized to customize the system's 'interface' - the appearance and function of Millennium Explorer and the toolbars, action bars, and headers that are shown above the display area. Nor can the Custom Display Designer be used to control Appearance variables such as the display area's background, or the font, size and color of the labels and the data (with the exception of bold text for the data), and the display area headers. Appearance variable customizations are, instead, performed by the individual users to suit their own preferences and needs.

Customizations that are made through the Custom Display Designer are institutional customizations. They are translated into rows in the systemplate system table, which the system uses to control the Data Display and Maintenance form layouts for all users on your system.

The Customizer has a 'behind the scenes' caching component that increases the loading speed of the Data Displays - it will notify the Customizer cache any time a change is made to a display or maintenance form so that the affected form can be re-cached. In turn, the system will query the cache when building the displays and maintenance forms.

Access the Custom Display Designer

Only Millennium system administrators or the database administrator can access the Custom Display Designer. Internet Explorer is the only browser that can be used to access the Custom Display Designer.

The first time you access the Custom Display Designer, the system requests that run an installation program to create the customized displays. You must agree to the installation for the Custom Display Designer to work.

In Millennium Explorer, click Tools, click Display Design, and then click Profiles, Events, Lookups, or Searches to display the Custom Display Designer. Most of its components will be disabled until you load a specific data table and its display definition.

To exit the Custom Display Designer, select your next task from the Millennium Explorer.

The Custom Display Designer Interface

Customize Screen Layout Options

The screen layout options are located on the Display Type menu on the Navigation Tool Bar (described below). Use these following menu items to select the display definition that you want to customize. Switch between the options by selecting the relevant menu item.

Long Select this menu item to customize the display of data when that data is viewed in Long Display Mode.

Short Select this menu item to customize the display of data when that data is viewed in Short Display Mode.

Mini Select this menu item to customize the display of data when that data is viewed in Mini Display Mode.

Mobile Select this menu item to customize the display of data for your users who view the data on a mobile device.

Maintenance Form Select this menu item to customize insert and update forms.

Mobile Maintenance Select this menu item to customize the insert and update forms for your users who are maintaining data on a mobile device.

eDirectory Select this menu item to customize the display and maintenance forms that will be used by the Online Constituent Directory. Both the display and maintenance forms will use this one definition.

Snapshot Select this menu item to customize the display of data when that data is viewed in a user's Snapshot View.

One Screen Select this option to customize the display of data when that data is viewed in a One Screen View. For more information about One Screen Views, see One Screen Data Display.

For each data or maintenance form, only one custom display definition can be created for each one of the above screen layout options. For example, you can create only one Long Mode display customization for the display of Address data. And, not every Customize Screen Layout option will be available for every form that you can customize. For example, you cannot create a custom eDirectory definition for the display and maintenance of Planned Giving data because Planned Giving data is not a part of the Online Constituent Directory.

Default Display/Customized Display Options

These options are located in the upper left hand corner of the Custom Display Designer Interface and beneath the Navigation Tool bar. The purpose of these options is two-fold.

They toggle the Customizer Display Area between the standard (default) layout and the custom display layout (if one exists) for the display definition that you have selected above. For example, if you select Display Type>Short and click Default Display, the Customizer display area will show the standard(default) layout for the selected data table when it is shown in Short display mode.
If a customized display definition for a display type (Long, Short, Mini, and so forth) has already been created, the customized display definition will be opened by default and will be shown in the Customizer Display Area below, and the Customized Display option will be selected. If no Customized Display Definition exists for a display type, the Default Display definition for that type will be opened by default and shown in the display area below, and the Default Display option will be selected.
If a Customized Display definition for a display type has already been created, and you want to switch from it to the Default Display, click the relevant option.
They determine which display definition (custom or default) that the system will use when it shows display and maintenance forms. For example, i if you select Display Type>Short and click Customized Display for the address table, then each user will be presented the customized layout of the Short display for the address table, instead of the standard Short display. In another example, if you select Display Type>Maintenance and click Default Display for the gifts main insert form, then each user will be presented with the standard Gift insert form.
If a Customized Display definition for a display type exists, and you want to switch from the Customized display definition to the Default Display, or visa versa, click the relevant option.

The Default Display for each of the customize screen layout options will always be available for use if you want to return to the standard display for any table.

Customizer Display Area

The Customizer Display Area is located below the Customize Screen Layout Options buttons.

Data display and maintenance forms are laid out as rows of information in two columns, similar to a table grid with the cell borders suppressed. In general, each cell in this display consists of a label followed by the corresponding data. Larger data fields may span both of the cells in a single row.

The Customizer Display Area shows a graphical representation of how the data will display, showing the data field label in blue text followed by the name of the data field. The labels and field names are shown in shaded boxes. This shading is solely a function of the Custom Display Designer that allows you to easily differentiate between the caption and the field name as you create and edit the definition, and it does not carry over into the actual data display.

A shaded square is located to the left of each row included in the definition. When any shaded box in a particular row is selected, this shaded square will turn from dark gray to blue to indicate that the row has been selected and is now available for editing, or moving up, or moving down. The shaded square is also a function of the Custom Display Designer and will not carry over into the actual data display.

The Custom Display Designer allows you to determine which data fields will appear in any of the available cells of the display and allows you label that data as you want. Any changes that you make using the Designer's Navigation Menu bar functions and/or the Editing Tools will be reflected in the Customizer Display Area. Once the definition is saved and applied (by selecting the Customized Display option), the changes that you have made here will be reflected in the data display area, if customizing a data display form, or on the data insert/update form, if customizing a data maintenance form instead.

Note: When customizing mobile displays, for the sake of size, the displays are in single fields rather than double columns; however, the means of defining them are the same as for the other modes of display.

Navigation Tool Bar

The Navigation Tool Bar is located above the Customize Screen Layout options.

The label on the first menu item on the Navigation Tool Bar will depend on what version of the Custom Display Designer that you have opened - Profiles, Events, Lookups, or Searches. Once the Custom Display Designer is open, select this item. A pull-down list of either table names - or table name categories which may be further expanded to show the table names within that category - will display. What item(s)you choose from these pull-down menus will depend on what display or maintenance form you are customizing. The Custom Display Designer Menu Choice Reference chart, below, will help you to select the appropriate item(s) from the pull-down lists.

After choosing the item from the pull-down list, click the Display Type menu item to choose the Screen Layout that you want to customize - Long, Short, Mini, Mobile, Mobile Maintenance, Maintenance Form, eDirectory, Snapshot, or One Screen.

These additional menu items on the Navigation Tool bar are now available.

Add Row -This menu item adds a row to the end of the display definition. Once you have selected Add Row you will then be able to select any available field from the Data Field List Box editing tool, described below.

Note: An Add Row button is located at the bottom of the Custom Display Designer. It functions in the same way as this Add Row menu item.

Move Up - This item moves the highlighted row in the Customizer display area up one row. If you want to add a row in a position other than at the end of the display definition, use this menu item to move your newly added row to its desired location.

Move Down - This item moves the highlighted row in the Customizer display area down one row.

Delete Row - This item removes the highlighted row from the Customizer display area, and therefore from the Customized Display. You will not have the opportunity to confirm the delete.

Save - This item saves the current definition as the only customized display for the current form and the current Customize Screen Layout option (display mode of Long, Short, eDirectory option, and so forth). This action overwrites any previous customized display that may have existed for this form and Customize Screen Layout option. The system will now use this saved definition unless you specifically select the Default Display option before closing the Custom Display Designer.

The Default Display for a data table's Long Display is generally used as the default display for that table's Maintenance Forms. If you are customizing the Long display mode, you will be asked if you want to apply the same layout to the Maintenance Form for this data table. Select Yes to overwrite the existing definition for the Maintenance Form. If the Long display includes data fields that cannot be maintained by the user (system fields), they will not be displayed on the Maintenance form's layout.

Changes made to the Long Display of a Search form will automatically (that is to say, you will not be asked to apply the customizations) be saved to that Search's Maintenance form.

You will not be able to customize the Maintenance form display for a data table or for a Search form until you have customized the Long Display definition for that table or search form first.

Columns cannot appear more than once on a data display or maintenance form. You are not prevented from adding multiple instances of the same field to a display definition, but once you select Save, you will receive a message that instructs you to remove the duplicate columns.

Delete Custom Display - This item deletes the customized display for the current Customize Screen Layout option (display mode of Long, Short, eDirectory option, and so forth). You will have the opportunity to confirm or cancel the deletion. Once deleted, the Default Display for that mode will be the one presented to the users. Note that you do not have to delete the customized display in order to use the Default Display; simply toggle the Default Display/Customized Display Options buttons to switch between one or the other.

Copy To - This item is a short-cut way to customize a display. It copies the definition that is currently displayed in the Customizer Display Area, in its entirety, into another display mode. For example, you have a customized display of Address data when it is viewed in Mini mode. You would like your users to see the same data display layout when they use their Snapshot view of the Address data. Select the Snapshot View Customize Screen Layout option (if it does not automatically display, then select the Customized Display option). Select Copy To, and then select the Snapshot menu item.

Editing Tools

The text boxes, list boxes, check boxes, and options that are located in the shaded area below each field in the Customizer Display Area are the tools that are used to customize the appearance of a display or data maintenance form row . There is a nearly identical set of these editing tools below each of the Customizer Display Area columns. These tools are activated when you highlight an existing row within the Customizer display area, when you select Add Row from the Designer Navigation Tool Bar, or when you click the Add Row button located at the bottom of the Custom Display Designer.

Label Text Box - This text box is used to define the label you want to use for the data. The Label Check Box must be activated before the Label Text Box is available for editing. You may type any free text into this box that you want, with the exception of the following reserved characters.

& - ampersand (except when defining a Maintenance form hot key)

^ - caret

| - pipe

/ - forward slash

: - colon

; - semicolon

A data field label defaults to the value held in the alias field of the Field List (fieldlst) system table for that data field . Once a display definition is saved, the changes that you have made to a data field label here are saved in the Field List table (field name, alias) and will now be the 'default' label for that data field. However, if you remove a label from a Customized Display, the alias will not be removed from the Field List. The hot keys on each Maintenance form can be customized by using the Label Text Box. See the example, below, for details.

Data Field List Box - This list box contains a pull-down list of the standard data field names for the current data table. It will also list any calculated or formulated fields that may have been created for this table for display purposes (for example, Change Date + User ID, City, + State + Zip). Also listed are the items (FREE TEXT) and (LINE). Refer to the Add Free Text, Add Hyperlink, and Add Separator Lines examples below for details on using these two items.

If the display of a data field must span two fields (for example, a comment or a free text field), then the name of that data field will not be listed in the Data Column List box that is located below the Customizer Display area's second column.

Information Icon - If you select a specialized field or a calculated field name from the Data Field List Box, the information icon will appear to the right of the list box. When you pass the mouse pointer over this icon, a tooltip will show additional information on that field and the way that it will appear in display or maintenance situations.

Label Check Box - This check box indicates whether you want to show a label for the data that is to be displayed. If the box is checked, the label for the data will display to the left of the data. If the box is unchecked, the Label Text Box is disabled and the data will be aligned with the left margin of the field. For example, the first, second and third lines of an Address are usually not labeled as such in a display.

Note: Labels can be removed on the data display forms only. Labels must remain on the data maintenance forms so that the user can determine what field he or she is entering data for.

Bold Check Box - If this check box is checked, the data itself will be displayed in bold text. This check box must be checked individually for each of the data fields you want to display in bold text.

Wide Row Check Box - This check box indicates to the system that this data will display in a single wide field instead of the two smaller ones. The data itself will expand into the second column in the display row if necessary. Some data fields (for example, comments) must display as a wide row. In these cases, the Wide Row Check Box defaults to checked and cannot be unchecked.

Required Check Box - This check box indicates to the system that information must be entered into in this data field when inserting a new data record or updating an existing one. This check box is activated only for non-lookup table driven fields and non-flag (Yes/No) fields. When the Required check box is checked, an asterisk (*) will be placed next to the field on the data maintenance forms. The asterisk will not show on the Customizer Display Area screen. If you want to set a lookup table driven field to be required, you must remove the blank code and value row from the lookup table. Flag fields will default to No if no data is entered.

Code Option - This option is used to indicate that you want to have the system display the current column's data as the lookup table code rather than as the lookup table value that is associated with the code. This option is activated only if the data field is lookup table-driven. This option is not activated if the lookup table is a 'value-based' lookup table. This option applies only to the display of the data. During data maintenance, lookup table-driven fields will show the codes or show the values in accordance with the option that each user sets via User Options, Lookup Option.

Value Option - This option is used to indicate that you want to have the system display the current column's data as the lookup table value associated with a code, rather than as the lookup table code itself. This option is activated only if the data field is lookup table-driven. This option is not activated if the lookup table is a 'value-based' lookup table. This option applies only to the display of the data. During data maintenance, lookup table-driven fields will show the codes or show the values in accordance with the option that each user sets via User Options, Lookup Option.

If the values in the lookup table you are displaying are longer than 30 characters, you may need to display the data on a wide row to reduce the probability that the form will scroll.

Right Justify - This check box is used to indicate that you want for the data to display aligned with the right margin of the field.

Note: The following fields cannot be displayed as right justified:

Event organizer's preferred address and phone number
Screener -- scrnscrnid and scrnscrnfg
Benefits and Subscriptions given to another constituent
Free text
Comments
Honor type on Honoree

Add a Data Column to a Data Display or Maintenance Form

Access the desired version of the Custom Display Designer by using Millennium Explorer, Tools>Display Design>Profiles, Tools>Display Design>Events, Tools>Display Design>Lookups, or Tools>Display Design>Searches.
Click either the Profiles, Events, Lookups or Searches menu on the Navigation Tool Bar (the menu label depends on the version of the Custom Display Designer you have accessed). Select the form that you want to customize.
Once the form is selected, the Long display definition for either the Default Display or the Customized Display Definition will be shown in the Customizer Display Area. If a Customized Display Definition already exists for that form, then that is the definition that will be shown. If not, then the Default Display definition will be shown.
To choose a different display definition, click the Display Type menu, and then click the desired screen layout: Long, Short, Mini, Mobile, Mobile Maintenance, Maintenance Form, eDirectory, Snapshot, or One Screen. The display definition that is shown in the Customizer Display Area will change to the one that you choose.
Click the Add Row item on the Navigation Tool bar or the Add Row button at the bottom of the designer. If you are adding a data field to a row that has already been placed on the definition, you may skip this step.
Confirm that the shaded square located to the left of the row to which you are adding the data field is blue.
Select the name of the field you want to add from the Data Column List Box.

Note: For this step and the steps that follow: If you are adding a data field to the left side of the form, use the left side's Editing Tools. If you are adding a data field to the right side of the form, use the right side's Editing Tools.
If you want to display a label for the data field, confirm that the Label check box is checked.

Note: A data field label will always display on a Maintenance form.

If you want to change the text of the label that displays, edit the contents of the Label Text Box.
If you want to make it mandatory that information be entered into the data field during data entry and update functions, check the Required check box.
If you want to display the data in a bolded font, check the Bold check box.
If you want to align the display of the data with the right hand margin of the field, check the Right Justify check box.

The following fields cannot be displayed as right justified:
- Event organizer's preferred address and phone number
- Screener -- scrnscrnid and scrnscrnfg
- Benefits and Subscriptions given to another constituent
- Free text
- Comments
- Honor type on Honoree
To display Lookup table data as values, click the Value option. To display Lookup table data as codes, click the Code option instead.
If you are adding the data field to the left side of the form and want the field to span the entire width of the form, select the Wide Row check box.
If you are adding a comment or custom text data field, and you want the field to be shown on maintenance forms as a multi-line text box, select the Multi-Line check box.
If necessary, utilize the Move Up and Move Down Navigation Tool bar items to position the entire row in which the new data field resides, into the desired location.
Click the Save item on the Navigation Tool bar to save your customizations.

Remove a Data Column from a Data Display or Maintenance Form

Access the desired version of the Custom Display Designer by using Millennium Explorer, Tools>Display Design>Profiles, Tools>Display Design>Events, Tools>Display Design>Lookups, or Tools>Display Design>Searches.
Click either the Profiles, Events, Lookups or Searches menu on the Navigation Tool Bar (the menu label depends on the version of the Custom Display Designer you have accessed. Select the form that you want to customize.
Once the form is selected, the Long display definition for either the Default Display or the Customized Display Definition will be shown in the Customizer Display Area. If a Customized Display Definition already exists for that form, then that is the definition that will be shown. If not, then the Default Display definition will be shown.
To choose a different display definition, click the Display Type menu, and then click the desired screen layout: Long, Short, Mini, Mobile, Mobile Maintenance, Maintenance Form, eDirectory, Snapshot, or One Screen. The display definition that is shown in the Customizer Display Area will change to the one that you choose.
Locate the row in which the data field resides and click the shaded square is located to the left of the row. Confirm that it is now blue.
Select the (No Data) item from the Data Column list box located beneath the data field you want to delete; that is to say, if you are deleting a data field from the left side of the form, use the left side's Data Column list box, and so forth.
If you want to remove both data fields from a row, click the Delete Row Navigation Tool bar item instead.
Click the Save item on the Navigation Tool bar to save your customizations.

Add Free Text to a Data Display or Maintenance Form

Access the desired version of the Custom Display Designer by using Millennium Explorer, Tools>Display Design>Profiles, Tools>Display Design>Events, Tools>Display Design>Lookups, or Tools>Display Design>Searches.
Click either the Profiles, Events, Lookups or Searches menu on the Navigation Tool Bar (the menu label depends on the version of the Custom Display Designer you have accessed. Select the form that you want to customize.
Once the form is selected, the Long display definition for either the Default Display or the Customized Display Definition will be shown in the Customizer Display Area. If a Customized Display Definition already exists for that form, then that is the definition that will be shown. If not, then the Default Display definition will be shown.
To choose a different display definition, click the Display Type menu, and then click the desired screen layout: Long, Short, Mini, Mobile, Mobile Maintenance, Maintenance Form, eDirectory, Snapshot, or One Screen. The display definition that is shown in the Customizer Display Area will change to the one that you choose.
Click the Add Row item on the Navigation Tool Bar or the Add Row button at the bottom of the designer.
Confirm that the shaded square located to the left of the row you have just added is blue.
Select the (FREETEXT) item from the form's left side Data Column list box. Note that (FREETEXT) is a wide field. Only one can be placed per row. But, you can place as many (FREETEXT) items on the form as you want.
Within the Customizer Display Area, double-click (FREETEXT) - Double click to edit. The Free Text Properties screen will display.
Remove the phrase (No Data) and enter your desired text. Text length cannot exceed 400 characters.
If you want to display the Free Text information when the user views the data row (Data Display screens), check the Show on Display check box.
If you want to display the Free Text information when the user Inserts or Updates the data row (Maintenance Forms), check the Show on Form check box.
If you want to underline the Free Text information when it is displayed, check the Underline check box.
If you want to center the Free Text information when it is displayed, check the Center Text check box.
If you want to bold the Free Text information when it is displayed, check the Bold check box.
Click OK. The Free Text Properties screen will close. The Custom Display Area will not show the actual text you have added, but the actual text will display on the data display and /or maintenance forms.
If necessary, utilize the Move Up and Move Down Navigation Tool bar items to position free text into the desired location.
Click the Save item on the Navigation Tool bar to save your customizations.

Add a Free Text Hyperlink to a Data Display or Maintenance Form

You must be familiar with the HTML code necessary to make the Free Text behave as a hyperlink.

Examples:

The following code creates a hyperlink that will open in the same window and frame in which it appears.

<a href='http://www.weather.com'>Weather</a>.
The HTML code shown here creates a hyperlink that will open in a new window named new-window.

<a href='http://www.weather.com' target=new-window>Weather</a>.

new-window can be replaced with the window name you prefer.

Access the desired version of the Custom Display Designer by using Millennium Explorer, Tools>Display Design>Profiles, Tools>Display Design>Events, Tools>Display Design>Lookups, or Tools>Display Design>Searches.
Click either the Profiles, Events, Lookups or Searches menu on the Navigation Tool Bar (the menu label depends on the version of the Custom Display Designer you have accessed. Select the form that you want to customize.
Once the form is selected, the Long display definition for either the Default Display or the Customized Display Definition will be shown in the Customizer Display Area. If a Customized Display Definition already exists for that form, then that is the definition that will be shown. If not, then the Default Display definition will be shown.
To choose a different display definition, click the Display Type menu, and then click the desired screen layout: Long, Short, Mini, Mobile, Mobile Maintenance, Maintenance Form, eDirectory, Snapshot, or One Screen. The display definition that is shown in the Customizer Display Area will change to the one that you choose.
Click the Add Row item on the Navigation Tool Bar or the Add Row button at the bottom of the designer.
Confirm that the shaded square located to the left of the row you have just added is blue.
Select the (FREETEXT) item from the form's left side Data Column list box. Note that (FREETEXT) is a wide field. Only one hyperlink can be placed per row. But, you can place as many (FREETEXT) hyperlink items on the form as you want.
Within the Customizer Display Area, double-click (FREETEXT) - Double click to edit. The Free Text Properties screen will display.
Remove the phrase (No Data) and enter your desired HTML code. Text length cannot exceed 400 characters.
Your free text can include one or more of the following Millennium-defined Dynamic Hyperlink Parameters.

<%USERID%> - the system will replace this parameter with the User Name of the user who is currently logged in.

<%CONSTID%> -the system will replace this parameter with the current Constituent's ID number.

<%KEY%> - the system will replace this parameter with the primary key of the current row of data.
The number of characters in each parameter must be included in the text length count. For example, if your text, without any Dynamic Hyperlink Parameters is 372 characters in length, you can include all three Dynamic Hyperlink Parameters (all three equal 28 characters) and not exceed the maximum length of 400.
If you want to display the hyperlink when the user views the data row (Data Display screens), check the Show on Display check box.
If you want to display the hyperlink when the user Inserts or Updates the data row (Maintenance Forms), check the Show on Form check box.
If you want to center the hyperlink when it is displayed, check the Center Text check box.
If you want to bold the hyperlink when it is displayed, check the Bold check box.
Click OK. The Free Text Properties screen will close. The Custom Display Area will not show the actual hyperlink you have added, but the actual text will display on the data display and/or maintenance forms.
If necessary, utilize the Move Up and Move Down Navigation Tool bar items to position hyperlink into the desired location.
Click the Save item on the Navigation Tool bar to save your customizations.

Add A Separator Line to a Data Display or Maintenance Form

Access the desired version of the Custom Display Designer by using Millennium Explorer, Tools>Display Design>Profiles, Tools>Display Design>Events, Tools>Display Design>Lookups, or Tools>Display Design>Searches.
Click either the Profiles, Events, Lookups or Searches menu on the Navigation Tool Bar (the menu label depends on the version of the Custom Display Designer you have accessed. Select the form that you want to customize.
Once the form is selected, the Long display definition for either the Default Display or the Customized Display Definition will be shown in the Customizer Display Area. If a Customized Display Definition already exists for that form, then that is the definition that will be shown. If not, then the Default Display definition will be shown.
To choose a different display definition, click the Display Type menu, and then click the desired screen layout: Long, Short, Mini, Mobile, Mobile Maintenance, Maintenance Form, eDirectory, Snapshot, or One Screen. The display definition that is shown in the Customizer Display Area will change to the one that you choose.
Click the Add Row item on the Navigation Tool Bar or the Add Row button at the bottom of the designer.
Confirm that the shaded square located to the left of the row you have just added is blue.
Select the (LINE) item from the form's left side Data Column list box. Note that (LINE) is a wide field. Only one Separator Line can be placed on the row. But, you can place as many Separator Lines on the form as you want.
If necessary, use the Move Up and Move Down Navigation Tool bar items to position hyperlink into the desired location.
Click the Save item on the Navigation Tool bar to save your customizations. Please note that the Separator Line will appear on Maintenance Forms (Insert and Update) only.

Change the Hot Keys on a Data Maintenance Form

Access the desired version of the Custom Display Designer by using Millennium Explorer, Tools>Display Design>Profiles, Tools>Display Design>Events, Tools>Display Design>Lookups, or Tools>Display Design>Searches.
Click either the Profiles, Events, Lookups or Searches menu on the Navigation Tool Bar (the menu label depends on the version of the Custom Display Designer you have accessed. Select the form that you want to customize.
Once the form is selected, the Long display definition for either the Default Display or the Customized Display Definition will be shown in the Customizer Display Area. If a Customized Display Definition already exists for that form, then that is the definition that will be shown. If not, then the Default Display definition will be shown.
Click the Display Type menu, and click Maintenance Form.
Click the shaded square located to the left of the row that contains the desired label.
From within the Label Text Box located beneath the desired label, remove the pre-existing '&' from the field label and retype the '&' (without the quotation marks) before the letter you would like to set as the new hot key for that field.

If the '&' is removed from a field label completely, then the hot key will default to the first letter of that label.

The Field List table alias field will not contain the '&' character.

If Internet Explorer 7 is used as your Browser interface, the keystroke combination [ALT] + [D] will not work in Millennium. Internet Explorer 7 uses this particular combination to give focus to the Internet Explorer Address Bar.
Click the Save item on the Navigation Tool bar to save your customizations.

Note:

About System Columns: when customizing the data table displays, remember that every table contains fields for which the data is created and maintained by the system only. Although it is unlikely that these fields contain information that would be useful to display for normal data display, it is technically possible to do so. If you were to do so, you should be aware that while the data will be displayed, the field label and text box will automatically be suppressed in the insert and update (Maintenance) forms.

To determine which data fields fall into this category, check the individual field descriptions of the Help documentation for the data table. These column descriptions will end with the designation, '(system field)'. Or, you may use SQL tools to view the syscolind field in the fieldlst table. System fields will contain 'Y' in that field.

Custom Display Designer Menu Choice Reference

Utilize these reference charts to determine what menu within each version (Profiles, Events, Lookups or Searches) of the Custom Display Designer must be selected to modify the Display and Maintenance Forms relevant to each listed Millennium Explorer Item, Data Display context menu item, and listed task.

The following Custom Display Designer menu items are not used:

Profiles Version>Giving>Receipts
Events Version>Attendees

Profiles World	Profiles Display Design Version
Millennium Menu Choice, Data Maintenance Task or Data Display	Custom Display Designer Menu Choice
Profiles>Biographical>Address>Insert, Update/Delete, and Data Display	Biographical>Address
Profiles>Biographical>Address>Link>Employment	Biographical>Employment
Profiles>Biographical>Address>Link>Phone	Biographical>Phone Numbers
Profiles>Biographical>Address>Phone Numbers>Insert, Update/Delete and Data Display	Biographical>Phone Numbers
Profiles>Biographical>Address >Internet Addresses>Insert, Update/Delete, and Data Display	Biographical>Internet Address
Profiles>Biographical>(any applicable table)>Link>Attachment	Biographical>Attachments
Profiles>Biographical>(any applicable table)>Attachment record>Update/Delete and Data Display	Biographical>Attachments
Profiles>Biographical>Attribute>Insert, Update/Delete, and Data Display for unlinked Attributes Data Display of Attributes linked to Basic Data, Education, Employment, and Tracking when they are displayed with Constituent's Attribute Display Update/Delete of Attributes linked to Basic Data, Education, Employment and Tracking when they are updated or deleted from the Constituent's Attribute Display.	Biographical>Attribute>Standard
Profiles>Biographical>Basic Data>Update/Delete and data display for Individuals	Biographical>Basic Data>Individual
Create a New Record, Type of Record - Person	Biographical>Basic Data>Individual
Profiles >Biographical>Basic Data>Update/Delete and Data Display for Corporations	Biographical>Basic Data>Corporation
Create a New Record, Type of Record - Corporation	Biographical>Basic Data>Corporation
Profiles>Biographical>Basic Data>Update/Delete and Data Display for Foundations	Biographical>Basic Data>Foundation
Create a New Record, Type of Record - Other	Biographical>Basic Data>Foundation
Profiles>Biographical>Basic Data>Citizenship >Insert, Update/Delete, and Data Display	Biographical>Citizenship
Profiles>Biographical>Basic Data>Link>Attribute	Biographical>Attribute>Linked
Profiles>Biographical>Basic Data>Basic Data Attribute>Update/Delete Insert data display of Linked Basic Data Attributes when they display with the Basic Data row	Biographical>Attribute>Linked
Profiles>Biographical>Basic Data>Link>Photo	Biographical>Basic Data>Individual
Profiles>Biographical>Circle>Insert and Data Display	Biographical>Circles>Standard
Profiles>Biographical>Comment>Insert and Data Display	Biographical>Comments
Profiles>Biographical>Correspond >Insert, Insert via Default, Update/Delete and Data Display for Correspondence rows sent by a constituent	Biographical>Correspondence>Constituent
Profiles>Biographical>Correspond >Insert, Insert via Default, Update/Delete and Data Display for Non-Constituent Correspondence rows	Biographical>Correspondence>Non-constituent
Profiles>Biographical>Coverage>Insert, Insert via Default, Update/Delete and Data Display	Biographical>Coverage
Profiles>Biographical>Custom>Insert, Insert via Default, Update/Delete and Data Display	Biographical>Custom
Profiles>Biographical>Death>Insert, Insert via Default, Update/Delete and Data Display	Biographical>Death
Profiles>Biographical>Education>Insert, Insert via Default, Update/Delete and Data Display	Biographical>Education
Profiles>Biographical>Education>Link>Attribute	Biographical>Attribute>Linked
Profiles>Biographical>Education>Education Attribute>Update/Delete, Insert Data Display of Linked Education Attributes when they display with the Education row	Biographical>Attribute>Linked
Profiles>Biographical>Employment>Insert, Insert via Default, Update/Delete and Data Display	Biographical>Employment
Profiles>Biographical>Employment>Link>Address	Biographical>Address
Profiles>Biographical>Employment>Link>Attribute	Biographical>Attribute>Linked
Profiles>Biographical>Employment>Employment Attribute>Update/Delete, Insert Data Display of Linked Employment Attributes when they display with the Employment row.	Biographical>Attribute>Linked
Profiles>Biographical>Event Log, Event Organizer data display	Biographical>Event Log>Organizer
Profiles>Biographical>Event Log, Event Speaker data display	Biographical>Event Log>Speaker
Profiles>Biographical>Event Log , Event Solicitor data display	Biographical>Event Log>Event Solicitor
Profiles>Biographical>Event Log , Correspondence Data Display - display of event correspondence sent by a constituent	Biographical>Event Log>Event Correspondence>Constituent
Profiles>Biographical>Event Log, Correspondence Data Display - display of non-constituent event correspondence	Biographical>Event Log>Event Correspondence>Non-Constituent
Profiles>Biographical>Event Log, Registration data display	Biographical>Event Log>Registration
Profiles>Biographical>Event Log , Guest Data Display - display of constituent guests	Biographical>Event Log>Guests>Constituent
Profiles>Biographical>Event Log , Guest Data Display - display of non-constituent guests	Biographical>Event Log>Guests>Non-Constituent
Profiles>Biographical>Event Log, Guest Of data display	Biographical>Event Log>Guests>Guest Of
Profiles>Biographical>Event Log, Guest Of, Activity Attendance data display	Biographical>Event Log>Attendance
Profiles>Biographical>Name>Insert, Update/Delete and Data Display	Biographical>Name
Profiles>Biographical>Relation>Insert, Update/Delete and Data Display for constituent relation rows Data Display of constituent Relation rows linked to Planned Giving, Proposals and Tracking when they are displayed with Constituent's Relation Display Update/Delete of constituent Relation rows linked to Planned Giving, Proposals and Tracking when they are updated or deleted from the Constituent's Relation Display	Biographical>Relation>Constituent Standard
Profiles>Biographical>Relation>Insert, Update/Delete and Data Display for non-constituent relation rows. Data Display of non-constituent Relation rows linked to Planned Giving, Proposals and Tracking when they are displayed with Constituent's Relation Display Update/Delete of non-constituent Relation rows linked to Planned Giving, Proposals and Tracking when they are updated or deleted from the Constituent's Relation Display	Biographical>Relation>Non-Constituent Standard
Profiles>Biographical>Relation>Link>Contact Info	Biographical>Contact Info
Profiles>Biographical>Relation>Contact Info> Update/Delete and Data Display	Biographical>Contact Info
Profiles>Giving>Dues Detail>Insert (when Membership processing is set to Membership)	Giving>Dues>Main Insert
Profiles>Giving>Dues Detail>Multiple Allocation (checkbox upon dues insert) (when Membership processing is set to Membership)	Giving>Dues>Allocation Insert
Profiles>Giving>Dues Detail>Insert (when Membership processing is set to Dues)	Giving>Dues>Main (Membership)
Profiles>Giving>Dues Detail>Multiple Allocation (checkbox upon dues insert) (when Membership processing is set to Dues)	Giving>Dues>Allocation ( Membership)
Profiles>Giving>Dues Detail>Update/Delete	Giving>Dues>Main Update
Profiles>Giving>Dues Detail>Update/Delete a Pledge Payment	Giving>Dues>Payment
Profiles>Giving>Dues Detail>Update/Delete a Credit Transaction	Giving>Dues>Journal/Write-Off/Credit Update - Forms
Profiles>Giving>Dues Detail>Display data that is common to all allocations	Giving>Dues>Main
Profiles>Giving>Dues Detail>display data that is common to all allocations for a Pledge, Match Pledge, Sustainer Pledge, or Expectancy Transaction	Giving>Dues>Pledge
Profiles>Giving>Dues Detail>display data for each individual Allocation - all transaction types	Giving>Dues>Allocation
Profiles>Giving>Dues Detail>display data for pledge payments, write-offs and credit transactions linked to a pledge.	Giving>Dues>Payments
Profiles>Giving >Dues Detail>Transactions>Add Allocation (when membership processing is set to Membership) Profiles>Giving>Dues Detail>Edit Allocation (edit button menu item) (when membership processing is set to Membership	Giving>Dues >Allocation Insert
Profiles>Giving >Dues Detail>Transactions>Add Allocation (when membership processing is set to Dues) Profiles>Giving>Dues Detail>Edit Allocation (edit button menu item) (when membership processing is set to Dues)	Giving>Dues>Allocation (Membership)
Profiles>Giving>Dues Detail>Transactions>Add Matching Pledge	Giving>Dues>Main Insert
Profiles>Giving>Dues Detail>Transactions>Add Credit for other Constituent Profiles>Giving>Dues Detail>Transactions>Add Credit for this Constituent	Giving>Dues>Main Insert
Profiles>Giving>Dues Detail>Transactions>Add Quid Pro Quo Item Profiles>Giving>Dues Detail>Quid Pro Quo (checkbox upon dues insert)>Insert Update/Delete a Quid Pro Quo item Display data for a Quid Pro Quo item	Giving>Quid Pro Quo
Profiles>Giving>Dues Detail>Transactions>Add Bank Draft Profiles>Giving>Dues Detail>Bank Draft (tender type upon dues insert) Update/Delete a Bank Draft row Display data for a Bank Draft row	Giving>Credit Card>Bank Draft
Profiles>Giving>Dues Detail>Transactions>Add Securities Profiles>Giving>Dues Detail>Securities (tender type upon dues insert) Update/Delete a Securities row Display data for a Securities row	Giving>Securities
Profiles>Giving>Dues Detail>Transactions>Add Gift In Kind Profiles>Giving>Dues Detail>Gift In Kind (tender type upon dues insert)>Insert Update/Delete a Gift In Kind row Display data for a Gift In Kind row	Giving>Gift-In-Kind
Profiles>Giving>Dues Detail>Transactions>Add Correspondence (constituent)	Biographical>Correspondence>Constituent
Profiles>Giving>Dues Detail>Transactions>Add Correspondence (non-constituent)	Biographical>Correspondence>Non-Constituent
Profiles>Giving>Dues Detail>Transactions>Post Pledge Payment Data Display for a pledge payment
Profiles>Giving>Dues Detail>Transactions>Write-off Pledge Balance	Giving>Dues>Journal/Write-Off/Credit Update - Forms
Profiles>Giving>Dues Detail>Transactions>Post Matching Payment	Giving>Dues>Payment
Profiles>Giving>Dues Detail>Transactions>Make Potential a Pledge	Giving>Dues>Main Update
Profiles>Giving>Dues Detail>Transactions>Journal Transaction	Giving>Dues>Journal/Write-Off/Credit Update - Forms
Profiles>Giving>Dues Detail>Transactions>Journal & Add Correction	Giving>Dues>Main Insert
Profiles>Giving>Dues Detail>Transactions>Copy to New Dues	Giving>Dues>Main Insert

Profiles>Giving>Giving Detail>Insert	Giving>Giving>Main Insert
Profiles>Giving>Giving Detail>Multiple Allocation (checkbox upon gift insert)>Insert	Giving>Giving>Allocation Insert
Profiles>Giving>Giving Detail>Update/Delete	Giving>Giving>Main Update
Profiles>Giving>Giving Detail>Update/Delete a Pledge Payment	Giving>Giving>Payment
Profiles>Giving>Giving Detail>Update/Delete a Credit Transaction	Giving>Giving>Journal/Write-Off/Credit Update - Forms
Profiles>Giving>Giving Detail>display data that is common to all allocations	Giving>Giving>Main
Profiles>Giving>Giving Detail>display data that is common to all allocations for a Pledge, Match Pledge, Sustainer Pledge, or Expectancy Transaction.	Giving>Giving>Pledge
Profiles>Giving>Giving Detail>display data for each individual Allocation - all transaction types.	Giving>Giving>Allocation
Profiles>Giving>Giving Detail>display data for pledge payments, write-offs and credit transactions linked to a pledge	Giving>Giving>Payment
Profiles>Giving>Giving Detail>Transactions>Add Allocation Profiles>Giving>Giving Detail>Edit Allocation (edit button menu item)	Giving>Giving>Allocation Insert
Profiles>Giving>Giving Detail>Transactions>Add Matching Gift Pledge	Giving>Giving >Main Insert
Profiles>Giving>Giving Detail>Transactions>Add Credit for other Constituent Profiles>Giving>Giving Detail>Transactions>Add Credit for this Constituent	Giving>Giving>Main Insert
Profiles>Giving>Giving Detail>Transactions>Add Quid Pro Quo Item Profiles>Giving>Giving Detail>Quid Pro Quo (checkbox upon gift insert)>Insert Update/Delete a Quid Pro Quo item Display data for a Quid Pro Quo item	Giving>Quid Pro Quo
Profiles>Giving>Giving Detail>Transactions>Add Bank Draft Profiles>Giving>Giving Detail>Bank Draft (tender type upon gift insert) Update/Delete a Bank Draft row Display data for a Bank Draft row	Giving>Credit Card>Bank Draft
Profiles>Giving>Giving Detail>Transactions>Add Securities Profiles>Giving>Giving Detail>Securities (tender type upon gift insert) Update/Delete a Securities row Display data for a Securities row	Giving>Securities
Profiles>Giving>Giving Detail>Transactions>Add Gift In Kind Profiles>Giving>Giving Detail>Gift In Kind (tender type upon gift insert)>Insert Update/Delete a Gift In Kind row Display data for a Gift In Kind row	Giving>Gift-In-Kind
Profiles>Giving>Giving Detail>Transactions>Add Correspondence (constituent)	Biographical>Correspondence>Constituent
Profiles>Giving>Giving Detail>Transactions>Add Correspondence (non-constituent)	Biographical>Correspondence>Non-Constituent
Profiles>Giving>Giving Detail>Transactions>Post Pledge Payment	Giving>Payment
Profiles>Giving>Giving Detail>Transactions>Write-off Pledge Balance	Giving>Giving>Journal/Write-Off/Credit Update - Forms
Profiles>Giving>Giving Detail>Transactions>Post Matching Gift Payment	Giving>Giving>Payment
Profiles>Giving>Giving Detail>Transactions>Make Potential a Pledge	Giving>Giving>Main Update
Profiles>Giving>Giving Detail>Transactions>Journal Transaction	Giving>Giving>Journal/Write-Off/Credit Update - Forms
Profiles>Giving>Giving Detail>Transactions>Journal & Add Correction	Giving>Giving>Main Insert
Profiles>Giving>Giving Detail>Transactions>Copy to New Gift	Giving>Giving>Main Insert
Profiles>Giving>Giving Detail>Transactions>Copy to Linked Gift	Giving>Giving>Main Insert

Profiles>Giving>Membership>Membership>Insert (when membership processing set to Dues)	Giving>Dues>Main (Membership)
Profiles>Giving>Membership>Membership>Insert>Multiple Allocation (checkbox upon dues insert) (when membership processing is set to Dues)	Giving>Dues>Allocation (Membership)
Profiles>Giving>Membership>Membership>Update/Delete and Data Display	Giving>Membership
Profiles>Giving>Membership>Membership>Link>Subscription Level	Giving>Subscription Level
Profiles>Giving>Membership>Membership>Link>Benefit Level	Giving>Benefit Level
Profiles>Giving>Membership>Membership>Link>Membership Cards	Giving>Membership Cards
Profiles>Giving>Membership>Benefit Level>Insert, Update/Delete and Data Display	Giving>Benefit Level
Profiles>Giving>Membership>Benefit Level>Link>Benefit	Giving>Benefits
Profiles>Giving>Membership>Benefit>Update/Delete and Data Display	Giving>Benefits
Profiles>Giving>Membership>Subscription Level>Insert, Update/Delete and Data Display	Giving>Subscription Level
Profiles>Giving>Membership>Membership>Link>Subscription	Giving>Subscriptions
Profiles>Giving>Membership>Subscription>Update/Delete and Data Display	Giving>Subscriptions
Profiles>Giving >Membership>Membership Cards Insert, Update/Delete and Data Display	Giving>Membership Cards
Profiles>Giving>Membership>Benefits Received data display	Giving>Benefits
Profiles>Giving>Membership>Subscriptions Received	Giving>Subscriptions
Profiles>Giving>Serial Receipts	Giving>Serial Receipts
Profiles>Giving>Serial Receipts Data Display for Payments on Receipt	Giving>Serial Payments
Profiles>Giving>Summaries data display	Giving>Summaries
Profiles>Prospect>Actions>Insert, Update/Delete and Data Display	Prospect>Actions>Actions
Profiles>Prospect>Actions>Link>Task	Prospect>Tasks>Actions Tasks
Profiles>Prospect>Actions>Actions Tasks Insert, Update/Delete and Data Display	Prospect>Tasks>Actions Tasks
Profiles>Prospect>Custom>Insert, Update/Delete and Data Display	Prospect>Custom
Profiles>Prospect>Demographics>Insert, Update/Delete and Data Display	Prospect>Demographic
Profiles>Prospect>Financials>Insert, Update/Delete and Data Display	Prospect>Financial
Profiles>Prospect>Media>Insert, Update/Delete and Data Display	Prospect>Media
Profiles>Prospect>Planned Giving>Insert, Update/Delete and Data Display	Prospect>Planned Giving
Profiles>Prospect>Proposal>Insert, Update/Delete and Data Display	Prospect>Proposals
Profiles>Prospect>Planned Giving>Link>Gift Profiles>Prospect>Proposals>Link>Gift	Giving>Giving, and then choose the same menu items as used for customizing the Gift screens as noted above.
Profiles>Prospect>Planned Giving>Link>Relationship (constituent) Profiles>Prospect>Proposals>Link>Relationship (constituent)	Biographical>Relation>Constituent Linked
Profiles>Prospect>Planned Giving>Link>Relationship (non-constituent) Profiles>Prospect>Proposals>Link>Relationship (non-constituent)	Biographical>Relation>Non-Constituent Linked
Profiles>Prospect>Planned Giving>Link>Action Profiles>Prospect>Proposals>Link>Action	Prospect>Actions >Actions and Prospect>Tasks>Actions Tasks - for linking a Task row to the Planned Gift or Proposal's Action.
Profiles>Prospect>Planned Giving>Link>Rating Profiles>Prospect>Proposals>Link>Rating	Prospect>Planned Gift Ratings
Profiles>Prospect>Planned Giving>Planned Giving Giving Detail>Insert, Update/Delete and Data Display Profiles>Prospect>Proposals>Proposals Giving Detail>Insert, Update/Delete and Data Display	Giving>Giving, and then choose the same menu items as used for customizing the Gift screens as noted above.
Profiles>Prospect>Planned Giving>Planned Giving Ratings>Insert, Update/Delete and Data Display Profiles>Prospect>Proposals>Proposals Ratings>Insert, Update/Delete and Data Display	Prospect>Planned Gift Ratings
Profiles>Prospect>Planned Giving>Planned Giving Relationships>Insert, Update/Delete for constituent Relation rows Profiles>Prospect >Proposals>Proposals Relationships>Insert, Update/Delete for constituent Relation rows Data Display for linked Planned Gift constituent Relation rows when displayed with the Planned Gift row. Data Display for linked Proposal constituent Relation rows when displayed with the Proposal row.	Biographical>Relation>Constituent Linked
Profiles>Prospect>Planned Giving>Planned Giving Relationships>Insert, Update/Delete for non-constituent Relation rows Profiles>Prospect>Proposals>Planned Giving Relationships>Insert, Update/Delete for non-constituent Relation rows Data Display for linked Planned Gift non-constituent Relation rows when displayed with the Planned Gift row. Data Display for linked Proposal non-constituent Relation rows when displayed with the Proposal row.	Biographical>Relation>Non-Constituent Linked
Profiles>Prospect>Planned Giving >Planned Giving Actions>Insert, Update/Delete and Data Display Profiles>Prospect>Proposals >Proposals Actions>Insert, Update/Delete and Data Display	Prospect>Actions>Actions and Prospect>Tasks>Actions Tasks for Insert, Update/Delete and Data Display of Task rows that are linked to the Planned Gift or Proposal Action.
Profiles>Prospect>Screening>Insert, Update/Delete and Data Display	Prospect>Screening
Profiles>Prospect>Tasks>Task Actions>Insert	Prospect>Tasks>Actions Tasks
Profiles>Prospect>Tasks>Task Actions> Update/Delete and Data Display	Prospect>Tasks>Task Actions
Profiles>Prospect>Tasks>Insert, Update/Delete and Data Display	Prospect>Actions>Tasks
Profiles>Prospect>Tracking>Insert, Update/Delete and Data Display	Prospect>Tracking
Profiles>Prospect>Tracking>Ratings >Insert, Update/Delete and Data Display	Prospect>Ratings
Profiles>Prospect>Tracking>Research Source >Insert, Update/Delete and Data Display	Prospect>Research Source
Profiles>Prospect>Tracking>Link>Attribute	Biographical>Attribute>Linked
Profiles >Prospect >Tracking>Tracking Attribute (the header)>Insert Data Display of linked Tracking Attributes when they display with the Tracking row	Biographical>Attribute>Linked
Profiles>Prospect>Tracking>Link>Relation for constituent Relation rows	Biographical>Relation>Constituent Linked
Profiles>Prospect>Tracking>Link>Relation for non-constituent Relation rows	Biographical>Relation>Non-Constituent Linked
Profiles>Prospect>Tracking>Tracking Relationships>Insert, Update/Delete for constituent Relation rows Data Display for linked Tracking constituent Relation rows when displayed with the Tracking row.	Biographical>Relation>Constituent Linked
Profiles>Prospect>Tracking>Tracking Relationships>Insert, Update/Delete for non-constituent Relation rows Data Display for linked Tracking non-constituent Relation rows when displayed with the Tracking row.	Biographical>Relation>Non-Constituent Linked

Profiles>Fast Data Entry>Dues Entry	Giving>Dues>Fast Data Entry - Main
Profiles>Fast Data Entry>Dues Entry>Allocation information (purpose)	Giving>Dues>Fast Data Entry - Allocation
Profiles>Fast Data Entry>Giving Entry	Giving>Giving>Fast Data Entry - Main
Profiles>Fast Data Entry>Giving Entry>Allocation information (purpose)	Giving>Giving>Fast Data Entry - Allocation
Profiles>Circle Definition>Insert, Update/Delete, Data Display for Members of the Circle	Biographical>Circles>Member Of

	Lookups Version
Profiles>Circle Definition>Insert, Update/Delete, Data Display for the Circle	Lookups>Circle Definitions

Events World Data Display and Maintenance Forms	Events Version - Custom Display Designer Menu Choice
Millennium Menu Choice, Data Maintenance Task or Data Display
Events>Event Info >New Event	Events
Events>Event Info>Details Update/Delete and Data Display	Events
Events>Event Info>Details>Link>Audio Visual Needs	Audio Visual Needs
Events>Event Info>Details>Audio Visual Needs>Insert, Update/Delete and Data Display	Audio Visual Needs
Events>Event Info>Actions>Insert, Update/Delete and Data Display	Actions
Events>Event Info>Actions> Link>Task	Tasks
Events>Event Info>Actions>Event Actions Tasks>Insert, Update/Delete and Data Display	Tasks
Events>Event Info>Correspondence>Constituent	Correspondence>Constituent
Events>Event Info>Correspondence>Non-Constituent	Correspondence>Non-Constituent
Events>Event Info>Expenses>Insert, Update/Delete and Data Display	Expenses
Events>Event Info>Items>Insert, Update/Delete and Data Display	Items
Events>Event Info>Organizers	Organizers
Events>Event Info>Solicitors>Insert, Update/Delete and Data Display	Solicitor
Events>Event Info>Speakers>Insert, Update/Delete and Data Display	Speaker
Events>Activities>Activity Search>Create a New Activity	Activity
Events>Activities>Details>Update/Delete and Data Display	Activity
Events>Activities>Details>Link>Audio Visual Needs	Audio Visual Needs
Events>Activities>Details>Audio Visual Needs Insert, Update/Delete and Data Display	Audio Visual Needs
Events>Activities>Actions>Insert, Update/Delete and Data Display	Actions
Events>Activities>Actions>Link>Task	Tasks
Events>Activities>Actions>Event Actions Tasks>Insert, Update/Delete and Data Display	Tasks
Events>Activities>Attendees>Attendee>Update/Delete and Data Display (both constituent and non-constituent guests)	Guests
Events>Activities>Attendees>Attendance Details>Update/Delete and Data Display	Attendance
Events>Activities>Attendees>Activity Items>Update/Delete and Data Display	Guest Items
Events>Activities>Correspondence>Constituent	Correspondence>Constituent
Events>Activities>Correspondence>Non-Constituent	Correspondence>Non-Constituent
Events>Activities>Expenses>Insert, Update/Delete and Data Display	Expenses
Events>Activities>Items	Items
Events>Activities>Organizers	Organizers
Events>Activities>Speakers	Speaker
Events>Registrations>Detail>Update/Delete and Data Display	Registration
Events>Registrations>Detail>Fees>Insert, Update/Delete and Data Display	Fees>Fees
Events>Registrations>Detail>Fees>Bank Draft (tender type upon insert), Insert and Update/Delete	Fees>Credit Card: Bank Draft
Events>Registrations>Guests>Insert, Update/Delete and Data Display (both constituent and non-constituent guests)	Guests
Events>Registrations>Guests >Attendance>Update/Delete and Data Display	Attendance
Events>Registrations>Guests>Link>Lodging Events>Registrations>Guests>Lodging>Insert, Update/Delete and Data Display	Lodging
Events>Registrations>Guests>Link>Special Needs Events>Registrations>Guests>Special Needs>Insert, Update/Delete and Data Display	Special Needs
Events>Registrations>Guests>Link>Tourney Needs Events>Registrations>Guests>Tourney Needs>Insert, Update/Delete and Data Display	Tourney Needs
Events>Registrations>Guests>Link>Transportation Events>Registrations>Guests>Transportation>Insert, Update/Delete and Data Display	Transportation
Events>Registrations>Guests>Activity Items>Update/Delete and Data Display	Guest Items
Events>Registrations>Guests>Event Items>Update/Delete and Data Display	Guest Items
Events>Express Registration Form>Registration Detail	Registrations
Events>Express Registration Form>Guest Detail (both constituent and non-constituent guests)	Guests
Events>Express Registration Form>Activities	Attendance
Events>Express Registration Form>Enter a Fee	Fees: Fees

Tools World Data Display and Maintenance Forms	Lookups Version - Custom Display Designer Menu Choice
Millennium Menu Choice
Tools>Batch Control>Dues Batch Number	Dues Batch Number
Tools>Batch Control>Gift Batch Number	Gift Batch Number

Tools>Custom Lookups>Lookup Tables>FOR ALL TABLES	Standard Lookup

Tools>Event Lookups>Lookup Tables>Activity Type	Standard Lookup
Tools>Event Lookups>Lookup Tables>Campaigns	Campaigns
Tools>Event Lookups>Lookup Tables>Credit Card Types	Standard Lookup
Tools>Event Lookups>Lookup Tables>Correspondence Name	Correspondence Names
Tools>Event Lookups>Lookup Tables>Correspondence Type	Standard Lookup
Tools>Event Lookups>Lookup Tables>Division	Standard Lookup
Tools>Event Lookups>Lookup Tables>Equipment	Standard Lookup
Tools>Event Lookups>Lookup Tables>Event Type	Standard Lookup
Tools>Event Lookups>Lookup Tables>Expense Type	Standard Lookup
Tools>Event Lookups>Lookup Tables>Item Color	Standard Lookup
Tools>Event Lookups>Lookup Tables>Item Name	Standard Lookup
Tools>Event Lookups>Lookup Tables>Organizer Type	Standard Lookup
Tools>Event Lookups>Lookup Tables>Other Lookup	Standard Lookup
Tools>Event Lookups>Lookup Tables>Priority	Standard Lookup
Tools>Event Lookups>Lookup Tables>Registration Status	Standard Lookup
Tools>Event Lookups>Lookup Tables>Response Type	Standard Lookup
Tools>Event Lookups>Lookup Tables>Source Types	Standard Lookup
Tools>Event Lookups>Lookup Tables>Success Rating	Standard Lookup
Tools>Event Lookups>Lookup Tables>Table Groups	Standard Lookup
Tools>Event Lookups>Lookup Tables>Task Status	Standard Lookup
Tools>Event Lookups>Lookup Tables>Tender	Standard Lookup

Tools>Membership Lookups>Lookup Tables>Benefit Type	Benefit Type
Tools>Membership Lookups>Lookup Tables>Membership Benefits	Membership Benefits
Tools>Membership Lookups>Lookup Tables>Membership Classification	Standard Lookup
Tools>Membership Lookups>Lookup Tables>Membership Discount	Membership Discount
Tools>Membership Lookups>Lookup Tables>Membership Publications	Membership Publication
Tools>Membership Lookups>Lookup Tables>Membership Status	Standard Lookup
Tools>Membership Lookups>Lookup Tables>Membership Type	Membership Type
Tools>Membership Lookups>Lookup Tables>Publication Name	Publication Name

Tools>Profile Lookups>Lookup Tables>Account CAE	Account CAE
Tools>Profile Lookups>Lookup Tables>Account Groups	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Action Type	Action Type
Tools>Profile Lookups>Lookup Tables>Address Types	Address Types
Tools>Profile Lookups>Lookup Tables>Address Utilization	Address Utilization
Tools>Profile Lookups>Lookup Tables>Address Zone	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Ade Source	ADE Source
Tools>Profile Lookups>Lookup Tables>Attribute Descriptors	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Attribute Descriptors2	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Attribute Types	Attribute Types
Tools>Profile Lookups>Lookup Tables>Bank Account Type	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Cae Categories	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Campaign Goals	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Campaigns	Campaigns
Tools>Profile Lookups>Lookup Tables>Campuses	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Chart of Accounts	Chart of Accounts
Tools>Profile Lookups>Lookup Tables>Circle Position	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Circle Type	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Citizenship Types	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Comment Types	Comment Types
Tools>Profile Lookups>Lookup Tables>Concentrations	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Constituent Types	Constituent Types
Tools>Profile Lookups>Lookup Tables>Correspondence Mode	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Correspondence Name	Correspondence Names
Tools>Profile Lookups>Lookup Tables>Correspondence Type	Correspondence Type
Tools>Profile Lookups>Lookup Tables>Countries	Countries
Tools>Profile Lookups>Lookup Tables>Credit Card Types	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Credit Types	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Cultivation	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Currency	Currency
Tools>Profile Lookups>Lookup Tables>Degrees	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Demographic Segments	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Demographic Type	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Department	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Districts	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Division	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Donor Rating	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Dues Types	Dues Types
Tools>Profile Lookups>Lookup Tables>Ethnic Groups	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Financial Types	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Font Names	Font Names
Tools>Profile Lookups>Lookup Tables>Foundation Types	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Gift Types	Gift Types
Tools>Profile Lookups>Lookup Tables>Giftinkind Type	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Industries	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Institutions	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Instrument	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Internetaddress Type	Internet Address Types
Tools>Profile Lookups>Lookup Tables>Job Descriptors	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Job Descriptors2	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Job Descriptors3	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Job Status	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Locators	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Marital Status	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Memory Descriptors	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Memory Names	Memory Names
Tools>Profile Lookups>Lookup Tables>Name Types	Name Types
Tools>Profile Lookups>Lookup Tables>Occupations	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Phone Restrictions	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Phone Type	Phone Type
Tools>Profile Lookups>Lookup Tables>Places	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Plan Gift Type	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Plangift Rating	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Plangift Status	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Pledge Types	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Priority	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Quid Pro Quo Items	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Rating Companies	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Rating Status	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Reference Name	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Reference Type	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Regions	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Relation Pairs	Relation Pairs
Tools>Profile Lookups>Lookup Tables>Relationships	Relationships
Tools>Profile Lookups>Lookup Tables>Research Level	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Resource Name	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Response Type	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Response Method	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Salary Class	Standard Lookup
Tools>Profile Lookups>Lookup Tables>School Names	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Screener Familiarity	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Screener Session	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Solicitations	Solicitations
Tools>Profile Lookups>Lookup Tables>Source Types	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Stewardship Type	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Table Groups	Table Groups
Tools>Profile Lookups>Lookup Tables>Task Status	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Tasks Type	Tasks Type
Tools>Profile Lookups>Lookup Tables>Tender	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Territory	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Titles	Titles
Tools>Profile Lookups>Lookup Tables>Transaction Class	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Transaction Class2	Standard Lookup
Tools>Profile Lookups>Lookup Tables>Zipcodes	Zip Codes

Tools>Report Groups	Standard Lookup

Search Forms	Searches Version - Custom Display Designer Menu Choice
Profiles>Next Search	Profile Search
Events >Registrations>Search	Registrant Search
Events>Activities>Attendees	Attendees Search
Events>Registrations>Guest (Search for a Guest)	Guests Search
Events>Event Info >Correspond	Correspondence Search
Mobile>Find Constituent	Profile Search and then select Display Type>Mobile

Online Constituent Directory website Display and Maintenance Screens	Profiles Version - Custom Display Designer Menu Choice (for each menu choice, select the eDirectory display option)
View or Update your Information/ View As Others Would See Me
Personal (for Individuals)	Biographical>Basic Data>Individual
Personal (for Corporations)	Biographical>Basic Data>Corporation
Personal (for Foundations)	Biographical>Basic Data>Other
Name	Biographical>Name
Address	Biographical>Address
Attribute	Biographical>Attribute>Standard
Relation	Biographical>Relation>Standard>Non-Constituent
Employment	Biographical>Employment
Giving>Display data that is common to all allocations	Giving>Giving>Main
Giving>Display data that is common to all allocations for a Pledge, Match Pledge, Sustainer Pledge, or Expectancy Transaction	Giving>Giving>Pledge
Giving>Display allocation information	Giving>Giving>Allocation
Giving>Display pledge payments, write-offs, and credit transactions linked to a pledge	Giving>Giving>Payment
Education	Biographical>Education
Phone	Biographical>Phone
email	Biographical>Internet Address
Custom Bio	Biographical>Custom
Comment	Biographical>Comments

Donate Now
Donate Now>Donation Form for Online Constituent Directory members (your constituents)	Giving>Ecommerce>Constituent Main
Donate Now>Donation Form for non-members	Giving>Ecommerce>Non-Constituent Main
Donate Now>Bank Draft (tender type upon insert)	Giving>Ecommerce>Bank Draft
Donate Now>Credit Card (tender type upon insert)	Giving>Ecommerce>Credit Card
	Searches Version
Search for Other Members	Searches>Profile Search Use eDirectory display option

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Restricted Columns for Gift and Dues Insert Allocation

The Giving and Dues Insert Allocation forms have restricted columns that cannot be modified in the Customizer.

The following columns cannot be added to the Dues Allocation Insert form (for example, by using the Customizer):

Process Date (duesprocdt)
Effective Date (dueseffdat)
Dues Batch Number (duesbatch)
Tender (duestender)
Solicitation (duessolic)
Currency (duescurr)
Anonymous (duesanon)
Bank Account (duesbnkact)
Check Number (dueschckno)
Reserved Field, not displayed (duessecure)
Source (duessource)
Dues Type (duestype)
ABA Number (duesaba)
Deposit Number (duesdepost)
Conditional (duesrevoke)
Bank Account Type (duesbnkaty)

The following columns cannot be added to the Gift Allocation Insert form (for example, by using the Customizer):

Process Date (giftprocdt)
Effective Date (gifteffdat)
Batch Number (giftbatch)
Tender (gifttender)
Solicitation (giftsolic)
Currency (giftcurr)
Anonymous (giftanon)
Bank Account (giftbnkact)
Check Number (giftchckno)
Reserved, not displayed (giftsecure)
Source (giftsource)
Gift Type (gifttype)
ABA Number (giftaba)
Deposit Number (giftdepost)
Conditional (giftrevoke)
Bank Account Type (giftbnkaty)