Bookmarks

When you frequently access the data for a constituent, you can use Bookmarking to add him or her to your list of Favorites. This then makes his or her data readily accessible without using the Constituent Id Search process.

Verify that your User ID is linked to your Millennium constituent ID Number.

Bookmark a Constituent

  1. Locate the desired constituent and access his or her data display for any table. The constituent does not have to have data in the table.
  2. Click the Bookmark hyperlink that displays in the Header, directly above the Spouse (Spouse/Life Partner), Reports and/or Print Buttons.
  3. Click OK to flag the constituent as a Bookmark constituent.
    • The system creates a row in the Bookmarks table.
    • The hyperlink directly above the Buttons is now labeled Remove Bookmark.
    • A star appears in the Header to remind you that this constituent is one of your Bookmark Favorites.
    • The constituent's Id number, name and certain other information are added to your list of Favorite Bookmarks.

Note: Bookmarks that are assigned to Prospects are only applied while the relationship is active. If there is a stop date for the Prospect relationship, the bookmark will be removed automatically when the relationship expires.

Remove a Constituent Bookmark

  1. Locate the desired constituent and access his or her data display for any table. The constituent does not have to have data in the table.
  2. Click the Remove Bookmark hyperlink that displays in the Header, directly above the Spouse (Spouse/Life Partner), Reports and/or Print Buttons.
  3. Click OK.
    • The star is removed from the Header.
    • The constituent's information is removed from your list of Favorite Bookmarks.
    • The system deletes the relevant row from the Bookmarks table.
    • The hyperlink directly above the Buttons is now labeled Bookmark. You can Bookmark this constituent again in the future.

Display Bookmark Favorites Constituents

  1. Use Millennium Explorer, Favorites>Bookmarks.
  2. The Id number, Formatted Name, Preferred Year, and Constituent Type fields will display for each Bookmarked constituent. The Table Header columns can be clicked to sort the Bookmark Display in ascending or descending order by on of these fields
  3. Click the Formatted Name or Id number to access the data display for the constituent.

If you are currently displaying the Bookmark Favorites list, you can remove a Bookmark from a constituent without first locating his or her record. Click the Delete Button located to the left of the constituent's name. The Bookmark is immediately removed.

Bookmarks Field Descriptions

The following fields are included in the bookmarks table. Note that the field labels and non-displaying designations that are listed are those that the system uses by default.

Field Name

Field Label

Lookup Table

Type

Length

[Default]

{Check}

Description

bkmkey

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)

bkmid

non-displaying

none

char

10

 

 

This field holds the Id number of the constituent who owns this row, the Bookmarker, providing a link between this row and all others in all other tables which also belong to the same constituent. (system field)

bkmdate

non-displaying

none

datetime/date

 

[getdate()]

 

The date that this Bookmark row was last updated. This field is automatically entered by the system. (system field)

bkmuserid

non-displaying

none

varchar/varchar2

30

[suser_sname()]

 

The user name of the operator that last edited this Bookmark row. It is automatically entered by the system. (system field)

bkmugroup

non-displaying

none

char

1

['Z']

 

This field holds the Group letter that was associated with the user name of the operator who last edited this row. (system field)

bkmrelatid

non-displaying

none

char

10

 

 

This field holds the Id number of the constituent who was Bookmarked. (system field)

bkmfnum

non-displaying

none

char

2

 

 

This fields hold the internal table number for the Bookmarks table. (system field)

bkmcrdate

non-displaying

none

datetime/date

 

[getdate()]

 

The date that the row was created. (system field)

bkmcomm

non-displaying

none

varchar/varchar2

4000

 

 

This field is reserved for future use. (system field)

Indices - Bookmarks

Index

Primary

Foreign

Unique

Fields

Sort

pk_bookmarks

Y

 

Y

bkmkey

ASC