Event Solicitors
Most of the Events sponsored by an institution have at least a partial agenda of raising funds for the institution. One technique for doing so is to utilize Solicitors for the Event. These are staff members or volunteers who ask others to commit to attend, to pledge, to assist, or in some way support the Event and/or the institution. Often, a goal is set for these solicitors. That goal might be to obtain a total dollar amount in pledges, or it might be to sell a certain number of tickets, or any other numeric value that your site decides to use in establishing goals.
Millennium allows you to track the names and the goals for these workers in the Event Solicitor (event_solicitor) data table. Rows in this table are linked to the Event row only. Therefore the Millennium Explorer shows a Solicitors item under the Event Info heading. If you click on Solicitors there, you will be shown all of the Solicitors that are linked to the current Event.
When the Solicitor data is shown in the standard Short display mode, each row is abbreviated to show the Solicitor Name and Goal. A separator bar delineates each row.
When Solicitor rows are shown in the standard Long display mode, in addition to the Name, and Goal, the constituent's ID Number is shown, along with a Comment, and the date and User ID for the last update to the row.
The Event Solicitor rows that you create and link to an Event are made available to you when creating or editing a Registration row. A pull down list box on the Registration maintenance form will show a listing of the names from all Event Solicitor rows that are linked to the same Event. When you choose a name from that list, the ID Number of the constituent identified in the Event Solicitor row is copied into the Registration row.
The standard forms for each display mode, as well as the Event Solicitor data maintenance form, can be customized to suit your institution's needs.
Display Event Solicitors Linked to an Event
- Access the Event whose Event Solicitors you want to view. For more information see, Accessing an Existing Event.
- In the Millennium Explorer, click on Event Info.
- Click Solicitors under Event Info. The system will display all of the Solicitors that are linked to the Event you accessed in step 1.
Create a New Event Solicitor Row
- To create a Solicitor row linked to an Event, begin by following the instructions for accessing the display of Event Solicitors linked to an Event, shown directly above.
- Pass the mouse pointer over the Event Solicitor section header edit button or the edit button to the left of any existing Event Solicitor rows, to access a context menu. Click Insert or Insert via Default.
- You will be given an Insert form either blank or with your current active default definition for Event Solicitors. If you want to use a default definition that is not currently flagged as your active one, then point to the Choose Default item from the section header edit button context menu instead, and click on the name of the desired default definition.
- Type the constituent's ID Number, or name (using the format Last/First Middle) in the Solicitor ID text box.
- Tab or mouse click to the next field and type in a numeric value for the Goal if desired.
- Tab or mouse click to the next text box and enter a Comment if desired.
- When all data appears in the form as you want, click on Insert. You can, at this step, click Cancel instead. No Event Solicitor row is created.
-
A Search Results page displays, listing the constituent or constituents who match the ID Number or name that was entered.
- A constituent will appear in the search results more than one time if he or she has more than one Lookup Name row. Click the Sort by ID and Display Unique List hyperlink to remove duplicate rows from the Search Results display. If you re-sort the search results, the duplicates will display again.
- Locate the desired constituent and click on the name hyperlink. The Event Solicitor row is created.
- If the desired constituent is not shown, click the Refine the Query hyperlink. The Solicitor insert form will re-display so that you may re-specify an ID number or name. You can, at this step, click Cancel instead. No Event Solicitor row is created.
Edit Existing Event Solicitor Data
- To edit Solicitor details linked to an Event, begin by following the instructions for accessing the display of Event Solicitors linked to an Event, shown directly above.
- Pass the mouse pointer over the edit button to the left of the desired row to access a context menu. Click Update/Delete. An Update form showing the current data will be presented.
- Tab or mouse click to each text box containing data that you want to edit. Make the desired changes.
-
Click the Update button to make the changes to the data,
OR
Click Delete to remove the data row from the system,
OR
Click Cancel to halt the process without making any changes to the data row.
Customize the Event Solicitor Data Display and Maintenance Forms
- Using Internet Explorer as your browser, log on to the system as a Millennium system administrator.
- Access the Events version of the Custom Display Designer by using Millennium Explorer, .
- Click the Events item on the Navigation Tool Bar to access the Display Designer's context menu, and then click on the Solicitor item.
- Click Display Type and click on the desired Display Type menu item (for example, Long or Short).
- Utilize the Custom Display Designer's editing tools to make your customizations.
- Click Save to save and apply your changes.
(Refer to the Custom Display Designer topic for complete instructions on customizing display and maintenance forms.)
Event Solicitor Field Descriptions
Event solicitor data is stored in the event_solicitor data table. The following fields are included. The field labels and non-displaying designations that are listed here are those that the system uses by default. If you want to override these default settings, you must customize your display definition.
Note: Custom fields are included in the data table, and are available for any purpose that you want to define. These fields are not shown on the standard Display or standard Data Maintenance forms. If you want to make use of one or more of the custom fields, use the Custom Display Designer to edit the standard Display and Data Maintenance forms.
|
Field Name Field Label |
Lookup Table |
Type SQL/Oracle Length [Default] {Check} |
Description |
|---|---|---|---|
|
esolkey non-displaying |
none |
numeric/number 13, 0
|
The primary key field for all rows in all tables. This field holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (system field) |
|
esoldoc non-displaying |
none |
char 1 ['N']
|
This field holds a Y/N flag to indicate the existence of a linked document for this row. (system field) |
|
no label |
none |
datetime/date
[getdate()]
|
The date that this row was last updated. This field is automatically entered by the system. (system field) |
|
no label |
none |
varchar/varchar2 30 [suser_sname()]
|
The User ID of the operator who last edited this row. It is automatically entered by the system. (system field) |
|
esolugroup non-displaying |
none |
char 1 [' ']
|
This field holds the Group letter that was associated with the User ID of the operator who last edited this row. (system field) |
|
esolevcode non-displaying |
none |
char 10 [' ']
|
This field holds a copy of the Event code from the Event with which this row is associated. (system field) |
|
Event |
none |
varchar/varchar2 110
|
This field holds a copy of the Name of the Event with which this row is associated. (system field) |
|
Goal |
none |
numeric/number 19, 2 [0]
|
This field may be used to define any sort of numeric or monetary goal that your institution wants to establish. |
|
esolsolid ID number |
none |
char 10
|
If the solicitor is a constituent, this field will hold a copy of the ID number. |
|
esoltitle no label |
none |
char 30
|
This field holds the name title for the solicitor. (system field) |
|
esollast no label |
none |
char 55
|
This field holds the last name of the solicitor. (system field) |
|
esolfirst no label |
none |
char 30
|
This field holds the first name of the solicitor. (system field) |
|
esolmiddle no label |
none |
char 30
|
This field holds the middle name of the solicitor. (system field) |
|
esolsuffix no label |
none |
char 30
|
This field holds the name suffix for the solicitor. (system field) |
|
esolntype non-displaying |
Name Type |
char 6
|
This system-generated field will contain the Name Type of the name information that is contained in this row. (system field) |
|
esollnkfil non-displaying |
none |
char 2
|
This system-generated field holds a copy of the table number of the row to which this Row is linked. This will be either Event (21) or Registration (56). (system field) |
|
esollnkkey non-displaying |
none |
numeric/number 13, 0 [0]
|
This system-generated field holds a copy of the key field from the Event or Registration row to which it is linked. (system field) |
|
esolcrdate non-displaying |
none |
datetime/date
[getdate()]
|
This system-generated field shows the date on which the row was created. (system field) |
|
esolfnum non-displaying |
none |
char 2 ['59'] {'59'} |
This field shows the table number of the Event Solicitor table (59). (system field) |
|
not labeled |
none |
varchar/varchar2 4000
|
This is a free text comment that may be associated with this row. |
|
esolothrfl non-displaying |
none |
char 1 ['N'] {'Y', 'N'} |
This is a system-use field that flags the row for the presence of linked Other Info row(s). (system field) |
|
esolregflg non-displaying |
none |
char 1 ['N']
|
This system-generated field is used to signal the system that this Event Solicitor row is associated with one (or more) Registration rows. (system field) |
|
esolsortnm non-displaying |
none |
varchar/varchar2 30
|
This system-generated field holds a form of the name information contained in this row, that is used for alphabetizing purposes. (system field) |
|
esolgoalfl Goal Type |
none |
char 1 ['$']
|
This field is used to flag the data in the Goal (esolgoal) field as being numeric or monetary. In data entry, a pull-down list is shown with the two possible entries, Numeric, and Dollar. (system field) |
|
esoldate1
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esoldate2
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esolmny1
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolmny2
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolnum1
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolnum2
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolyesno
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esollook1
|
Event Solicitor Lookup1 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
esollook2
|
Event Solicitor Lookup2 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
esollook3
|
Event Solicitor Lookup3 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
esoltext
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esoldate4
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esoldate5
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esoldate6
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esoldate7
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esoldate8
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esoldate9
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esoldte10
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esoldte11
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esoldte12
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
esolmny3
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolmny4
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolmny5
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolmny6
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolmny7
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolmny8
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolmny9
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolmny10
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolmny11
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolmny12
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
esolnum3
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolnum4
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolnum5
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolnum6
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolnum7
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolnum8
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolnum9
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolnum10
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolnum11
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolnum12
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
esolchk1
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esolchk2
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esolchk3
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esolchk4
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esolchk5
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esolchk6
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esolchk7
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esolchk8
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esolchk9
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esolchk10
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
esoltxt1
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
esoltxt2
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
esoltxt3
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
esoltxt4
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
esoltxt5
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
Indices - Event Solicitor
|
Index |
Primary |
Foreign |
Unique |
Fields |
Sort |
|---|---|---|---|---|---|
|
pk_event_solicitor |
Y |
|
|
esolkey |
|
|
event_solicitor02 |
|
|
|
esolsolid |
|
|
event_solicitor03 |
|
|
|
esolevcode |
|
|
event_solicitor04 |
|
|
|
esoluserid |
|