Profiles Lookup Tables A - D
A
Account CAE
Used by the CAE field in the Account Numbers lookup table. When an Account Number entry is chosen for a Gift or Dues Transaction row, the CAE data from that entry is displayed with the long display of the Gift or Dues Transaction row, with the label, CAE Use. If your institution does not report to the Council for the Advancement of Education, you may choose not to use this lookup table.
Required Entries
If your institution reports to the CAE and you plan to use the standard Millennium CAE report to do so, the following standard entries (only) must be used in this lookup table:
| Code | Value |
|---|---|
| A | Current Operations - Unrestricted |
| B | Current Operations - Academic Divisions |
| C | Current Operations - Faculty Compensation |
| D | Current Operations - Financial Aid |
| E | Current Operations - Research |
| F | Current Operations - Library |
| G | Current Operations - Operation of Plant |
| H | Current Operations - Extramural Athletics |
| h | Current Operations - Intramural Athletics |
| I | Capital Purpose - Property, Buildings |
| J | Capital Purpose - Endow, Unrestricted |
| K | Capital Purpose - Endow, Academic Divisions |
| L | Capital Purpose - Endow, Faculty and Staff |
| M | Capital Purpose - Endow, Student Aid |
| N | Capital Purpose - Endow, Research |
| O | Capital Purpose - Endow, Library |
| P | Capital Purpose - Endow, Physical Plant |
| Q | Capital Purpose - Loan Funds |
| R | Capital Purpose - Endow, Other |
| S | Capital Purpose - Extramural Athletics |
| s | Capital Purpose - Intramural Athletics |
| T | Capital Purpose - Endow, Athletics |
| U | Deferred Giving - Endow, Unrestricted |
| V | Deferred Giving - Endow, Restricted |
| W | Deferred Giving - Other Purposes |
| X | Capital Purpose - Endow, Public Service |
| Y | Current Operations - Public Service |
| Z | Current Operations - Other Restricted |
Table Layout
This lookup table varies slightly from the standard lookup table layout. See Account CAE.
Account Group
Table Name: account_groups
Used by the chart_grp field in the Account Numbers lookup table. Within that table, the field is labeled Group. Entries in the Account Group table may be defined in any way that your institution might want, in order to organize or classify Account Number entries in a specific way.
The use of the chart_grp and the Account Group lookup table (within the Account Numbers lookup table) is in addition to the chart_type field, which is driven by the Table Groups. All lookup tables include a "type" field driven by Table Groups, and usually that field is labeled Group. In the Account Numbers table however, it is labeled, Type in order to distinguish it from the field driven by Account Group.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Account Numbers
Action Type
Table Name: action_type
Used by the Type field in the Action table to classify the nature of the Action being described in the row. These classifications are defined by your institution but might include such things as: follow-up call, dinner invitation, campus visit, proposal presentation, etc. When a Task is linked to an Action, the Task Type field will default to the value of the Action Type field. For this reason, each entry in the Action Types lookup table should have an equivalent entry in the Tasks Type lookup table. And, if an entry in the Actions Type lookup table is marked Inactive, then the equivalent entry in the Tasks Type table should be marked Inactive as well.
Major Gift Display
Millennium Drive provides an improved user experience for viewing Millennium data. Data is gathered from Biographical, Giving, Prospect Management, and from the Events world, and presented for viewing and analysis in a variety of ways.
Touch Points is a Constituents page in Millennium Drive. It is a timeline graph and listing of a constituent's interactions with your organization
Table Layout
This lookup table varies from the standard lookup layout. See Action Type.
Address Types
Table Name: address_types
Used by the Type field in the Address Table to indicate the type of address. Examples might include: home, business, or school.
Required Entries
In order to use the Millennium Address function of Update/Archive, for every entry that you create in this lookup table, the system will a create a corresponding entry that is the 'Former' version. The Code for the 'former' entries will be the same as the original, but ending in 'f'. If the entry's code is 6 characters in length, the code for the 'former' entry will be the first five characters, plus the ending 'f'. The system will set the active flag (table_actv) and the Online Constituent Directory flag (table_ecom) to 'N'.
For example, these entries:
| Code | Value |
|---|---|
| a | Home |
| b | Business |
must have these corresponding entries:
| Code | Value |
|---|---|
| af | Former Home |
| bf | Former Business |
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Address Utilizations
Table Name: address_utilization
Utilization codes provide the means to classify each address, phone number and email or web address with a use code that allows the organization to designate one or more specific mailing to that address. For example, seasonal greeting cards and the school's athletics newsletter may go the constituent's home address, while other mailings are sent to the business address. This lookup table uses a set of Codes which should not be changed. Rename the standard Values as you activate these lookup table entries for data entry.
Required Entries
| Code | Value |
|---|---|
| 1 | Preferred |
| 2 | Utilization 2 |
| 3 | Utilization 3 |
| 4 | Utilization 4 |
| 5 | Utilization 5 |
| 6 | Utilization 6 |
| 7 | Utilization 7 |
| 8 | Utilization 8 |
| 9 | Utilization 9 |
| 10 | Utilization 10 |
| 11 | Utilization 11 |
| 12 | Utilization 12 |
| 13 | Utilization 13 |
| 14 | Utilization 14 |
| 15 | Utilization 15 |
| 16 | Utilization 16 |
| 17 | Utilization 17 |
| 18 | Utilization 18 |
| 19 | Utilization 19 |
| 20 | Utilization 20 |
Major Gift Display
The Major Gift Display column in the Utilizations lookup table controls the display of address, phone, and internet addresses (email or web) records in Millennium Drive. To display an address, phone, or internet address in Millennium Drive, give it a Utilization that has a Major Gift Display value greater than 0.The Major Gift Display value also determines the order in which records display in Millennium Drive. A record with a Utilization Order equal to 1 will display first, a record with a Major Gift Display equal to 2 will display second, and so forth.
Tip: Organizations that want the Preferred address to display first in Millennium Drive will need to set the Major Gift Display column equal to 1 for the Preferred entry in the Address Utilizations lookup table. And then, other addresses that will display in Millennium Drive must have a Utilization where the Major Gift Display has a value that is greater than 1. (Remember, addresses that will not display in Millennium Drive will have Utilizations with a Major Gift Display value of 0.)
Table Layout
This lookup table varies from the standard lookup layout. See Address Utilization.
Address Zone
Table Name: address_zone
This lookup table is used by the Zone field in the ZIP Code lookup table and the Zone field in the Countries lookup table when the Country is designated as non-USA. When a ZIP Code entry is selected for a USA Address row, the Zone that is associated with that ZIP Code is automatically entered into the Zone field in the Address row. When a non-USA Country is selected for an Address row, the Zone that is associated with that country is automatically entered into the Zone field in the Address row. The Zones that you want to use in the ZIP Code or Countries table must first be defined in the Address Zone lookup table. Zones may be defined in any way that your institution desires.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
ADE Source
Table Name: ade_source
This lookup table is used by the ADE Source fields in the data tables and pending data tables to indicate the source for this information. This allows the Advanced Data Examiner to process pending data in data sets instead of all at one time.
Required Entries
Pending data rows that are created from entries by Online Constituent Directory users are automatically assigned a source of Online Directory and pending data rows that are created from data maintenance tasks performed by soft edit users are automatically assigned a source of Soft Edit. The following entries must be included in this table, and they must be marked as Active if you wish to have the pending data rows with these sources available to the Advanced Data Examiner.
| Value |
|---|
| <blank> |
| Online Directory |
| Soft Edit |
Table Layout
This lookup table does not conform to the standard layout. See ADE Source Lookup Table Layout.
Attribute Descriptors
Table Name: attribute_descriptors
This lookup table is used by the Descriptor 1 Attribute field. This field and the lookup table may be used in any way an institution wants, to further classify or categorize Attribute information.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Attribute Descriptors2
Table Name: attribute_descriptors2
This lookup table is used by the Descriptor 2 Attribute field. This field and the lookup table may be used in any way an institution wants, to further classify or categorize Attribute information.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Attribute Types
Table Name: attribute_types
Used by the Type field in the Attribute table to describe characteristics associated with this constituent. Any constituent characteristic not covered by another field may be assigned an Attribute Type. These attribute types are defined by lookup table entries. The Value from the Attribute Type lookup table is put in the Type field in the Attribute table.
To meaningfully group these Attribute types (lookup table values), assign a grouping code in the Type field of the lookup table entry. Attributes are often used to track participation in organization functions or participation in school activities.
For example, you might create attribute rows with values for football, baseball and track, but each having a group of Sports. Or you might create rows with values for Jaycees, Rotary and Kiwanis and those might have a group of Community Involvement. By doing this, you may define display filters or sorts, or reporting selection criteria based on the group designation rather than having to list each Attribute Type.
Linked Attributes
Attribute data rows may be independent (unlinked) or they may be linked to a Basic Data, Education, Employment, or Tracking data row. Each entry in the Attribute Types lookup table may be flagged as being available to use when creating or editing an Attribute that is linked to any one or combination of the aforementioned data tables, and/or to be used when creating or editing an unlinked Attribute. in any one or any combination of those situations.
For example, some institutions use Attributes linked to Education rows to create and track information about a constituent's participation in school activities such as sports teams. By flagging an entry as exclusive to Attributes linked to the Education table, those Attribute Type entries will not be available when creating an Attribute linked to a Tracking row.
Major Gift Display
Millennium Drive provides an improved user experience for viewing Millennium data. Data is gathered from Biographical, Giving, Prospect Management, and from the Events world, and presented for viewing and analysis in a variety of ways.
Touch Points is a Constituents page in Millennium Drive. It is a timeline graph and listing of a constituent's interactions with your organization
Table Layout
This lookup table does not conform to the standard layout. See Attribute Types Lookup Table Layout.
B
Bank Account Type
Table Name: bank_account_type
Used by the Bank Account Type field in the gift, dues, and creditcard tables to describe the kind of account from which the funds were received.
Required Entries
Paya Payment Services requires the following entries for successful processing of bank draft transactions
| Code | Value |
|---|---|
| ccd | Commercial Checking Draft |
| csd | Commerical Savings Draft |
| pcd | Personal Checking Draft |
| psd | Personal Savings Draft |
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
C
CAE Categories
Table Name: cae_categories
Used by the CAE field in the Basic Data Table to identify the category designation for this constituent. Millennium uses the information in these lookup table entries to calculate data for the annual report to the Council for the Advancement of Education. The Values and Codes in this lookup table conform to the CAE designations. Note that although they may be similar, this designation is generally a broader, standardized classification than those in the Constituent Type Lookup table. If your institution is a school, college or university and does report to the CAE, do not edit, delete or add to this lookup table. If your institution does not report to the CAE, you need not use this lookup table, but in that case, it should have a blank entry.
Required Entries
Because Millennium uses these codes to trigger calculations and reports, you should not edit, delete or add to the entries in this lookup table. This lookup table is only used by those institutions who report to the CAE.
| Code | Value |
|---|---|
| A | Alumni |
| N | Consortia |
| C | Corporation |
| FS | Faculty and Staff |
| F | Foundation |
| N | Consortia |
| GP | Grandparent |
| I | Individual |
| O | Organization (Other Organization) |
| P | Parent |
| PF | Personal/Family Foundation |
| R | Religious Organization |
| ST | Student |
Table Layout
This lookup table conforms to the Standard Lookup Table Layout with one exception.
Campaign Division
Table Name: campaign_division
Used by the Default Division column in the Basic Data Table and the Division column in the Ratings table to classify constituents for a specific campaign and campaign year. You may want to classify your constituents in different ways for different campaigns, and monitor campaign goals and progress by using divisions.
Divisions can be based on characteristics such as previous giving levels, geographic regions, demographics such as gender, age and professional status, giving clubs, and/or industry, to name a few, and will vary in accordance with your particular organization and with the specific campaigns that you conduct.
Table Layout
This lookup table does not conform to the standard layout. See Campaign Division.
Campaign Goals
Table Name: campaign_goals
Used by the Acct Goal field in the Gift, Dues, Planned Gift, and Proposal Tables and by the Goal field in the Chart of Accounts lookup table to identify which campaign goal will be credited with this row. Prior to a Fund Drive or Campaign, goals (usage designation as well as dollar amounts) are established for the gifts raised by this effort. This lookup table lists the use designations for a campaign (called goals), usually ten to twenty broad goals. By doing so, the solicitation can refer to this goal in hopes that a specific interest in that area will enhance the likelihood of a gift. This also allows the fund raiser to assess progress toward the completion of the monetary aim associated with this specific campaign goal.
This lookup table conforms to the Standard Lookup Table Layout.
Campaigns
Table Name: campaigns
Used by the Campaign field in the Gift, Dues, Actions, Planned Giving, Proposal, Screening, and Rating Tables in order to associate one of those rows with a particular Campaign. This lookup table is also used by the Solicitation and Chart of Accounts lookup tables, if those entries are specifically identified with a particular Campaign, and by the Coverage table if a coverage relationship only applies to a particular Campaign.
Names should be defined for each of the fund drives or campaigns for which a separate accounting is required. Some examples might be the Annual Fund, Capital Campaign, Tercentennial Campaign, etc. By recording the appropriate campaign with each giving transaction, the system is able to generate reports detailing the status of a campaign for any designated time period.
Entries in this lookup table may be chosen during data entry for the Campaign field in the Gift or Dues data table. If the operator does not specify a Campaign, the system will attempt to identify one and fill it in, using the rules that follow.
If the user enters a Campaign in the Transaction Insert form during data entry, that Campaign is used for the transaction. No further investigation is performed.
If no Campaign is chosen in the data entry form, the system next checks the Solicitation that was chosen in the Insert form and locates that entry in the Solicitation lookup table. It first checks the Default? flag (the field named sol_mand) for that Solicitation entry. If that is Y, it continues looking at that Solicitation lookup entry and finds the Campaign (sol_mand) and automatically copies it into the Gift or Dues Campaign field in the transaction that is being created. If either of those conditions is not met (this would include a situation in which the Solicitation is blank in the original Insert form or the Campaign is blank in the lookup entry), then go to step three.
If steps 1. and 2. have failed to identify a Campaign, then the system will check the Account that was chosen in the Insert form for the transaction and locate that entry in the Chart of Accounts lookup table. First it checks the Default? flag (chart_mand) for that Account lookup entry and if it is Y, it will continue and look for the Campaign (chart_camp) that is identified with that entry. If both of those conditions are met, the Campaign is automatically entered in the Gift or Dues transaction that is being created. If either of these conditions is not met (this would include a situation in which the Account is blank in the Insert form or the Campaign is blank in the lookup entry), then the Campaign is left blank in the transaction.
If none of the steps above result in the identification of a Campaign for the Transaction, the field is left blank.
This table includes a flag which is available for use by the optional Millennium component, eDirectory to indicate whether you do or do not want to include this table entry in the forms used to process online donations. If the flag is set to 'N', the entry can be suppressed in the Campaigns pull-down list. If it is 'Y', the entry can be included in the list as shown to the online donor. This field has no impact on the use of the lookup table entry in standard Millennium data entry.
Table Layout
This lookup table varies slightly from the standard lookup layout. See Campaigns.
Campuses
Table Name: campuses
Used by the Campus field in the School Table to identify a branch or campus of the institution identified in this row.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Chart of Accounts
Table Name: chart_of_accounts
This lookup table is also known as the Account Numbers
table. It is used by the Account Number, Restriction, Account Department
ID, Account Notify, Account Goal, Account CAE, and the Account School
fields in the Gift and Dues Tables to ensure accurate selection of accounts.
This lookup table will help your institution accurately track each account.
This lookup table has some unique display options and several unique columns.
Name designates the full name of the account number being described.
Acct # is the account number assigned to this account. This should be the same as that used by the Business Office.
CAE references the purpose
classification assigned to this account for reporting contributions to
the Council for Aid to Education (used by schools, colleges and universities.)
This is not the same as the CAE field in
the Basic Data table. (The CAE field in the Basic Data table categorizes
the constituent and is named corecfae.)
This field is a one character code that is attached to each account number,
and therefore embedded in each transaction, to describe the way the money
is to be used. It is named giftacctcf. If your institution does not
report to the CAE, you do not need to use this field. The standard codes
for the CAE field within the Account Numbers lookup table are taken from
the Account
CAE
lookup table.
Goal references the goal designation associated with this account number. It is a lookup table-driven field which references the Campaign Goal lookup table. Therefore, you must first establish the Campaign Goal lookup table before entering information in this field within the Account Numbers lookup table.
Divisions within the institution often want to be notified of gifts designated to their benefit. They may want to send their own Acknowledgment of those gifts. Division is a lookup table-driven field within the Account Numbers lookup table which indicates the name of the division within the institution that is to be the recipient of the funds credited to this account. The lookup table from which this field draws its value is also named Division. You may use this lookup table-driven field or you might prefer to use the field, Division ID which is driven by Millennium ID numbers.
Notify signifies whether the appropriate division wants or needs to be notified that funds are being deposited into this account. This is indicated by a Y or an N. This field acts as a flag for a report such as Departmental Notification.
Department ID is a field within the Account Numbers lookup table which holds the ID number of the constituent who will act as the contact within the Department associated with this account. When entering information for this field, the system performs a name/ID search to locate an existing constituent in the database. When one is identified, the ID Number is stored in this field in the lookup table and is subsequently copied from the Chart of Accounts entry to the giving transaction row.
Note: The database field name for Department ID is chart_dept.
Department is the Department with which this account should be associated. Department is a lookup table-driven field, controlled by the Department lookup table.
Note: The database field name for Department is chart_dprt.
Campaign is a field within the Account Numbers lookup table which is used to associate an entry with a particular fund raising Campaign within the institution. This field is driven by the Campaigns lookup table.
Default? is a field within the Accounts Numbers lookup table which signals the system as to whether the Campaign shown in this lookup entry should or should not be considered for use in the automatic fill-in feature in Giving data entry. See Campaigns for additional information on this topic.
Credit Account is a field within the Account Numbers lookup table which might be used to facilitate an interface with a third party accounting software package.
Debit Account is a field within the Account Numbers lookup table which might be used to facilitate an interface with a third party accounting software package.
80% Rule is a field (a one character flag) within the Account Numbers lookup table which may be used to signal the system that any Transaction that uses this Account Number should link an 80/20 Quid row to the transaction, and automatically calculate the Deductible Amount field as 20% less (or in other words, 80% of) than the full Amount that was entered. If this flag is set to N (No), the system will set the Deductible Amount equal to the full Amount.
Custom Columns These fields are available for your institution to use in any way desired, for any data not already contained in other fields in the Chart of Accounts. See Custom Columns.
Ecommerce? is a field (a one character flag) within the Account Numbers lookup table that is used by the optional Millennium component, Online Constituent Directory, to indicate whether you do or do not want to include this table entry in the forms used to process online donations. If the flag is set to 'N', the entry will be suppressed in the Chart of Accounts pull-down list. If it is 'Y', the entry will be included in the Account Numbers pull-down list shown to online donors. This field has no impact on the use of the lookup table entry in standard Millennium data entry.
Merchant ID is a field within the Account Numbers lookup table that is used by the optional Millennium component, Paya Payment Solutions. Millennium uses this field, together with the Merchant Key Account Numbers field, to associate a particular merchant account to this table entry. This merchant account, then, is the account that Paya Payment Solutions uses to process any donations made via credit card or bank draft, to this Account Numbers entry.
Merchant Key is a field within the Account Numbers lookup table that is used by the optional Millennium component, Paya Payment Solutions. Millennium uses this field, together with the Merchant ID Account Numbers field, to associate a particular merchant account to this table entry. This merchant account, then, is the account that Paya Payment Solutions uses to process any donations made via credit card or bank draft, to this Account Numbers entry.
Required Entries
There are no required entries in this lookup table. But, those institutions who report to the CAE must include the correct code for the CAE field within this lookup table.
Table Layout
This lookup table does not conform to the standard layout. See Chart of Accounts Lookup Table Layout.
Circle Definition
Table Name: circle_definition
The Circle Definition lookup table is used by the Circle and Circle Name fields in the Circle Members (circles) data table. It names and describes characteristics of a Circle that constituents might belong to.
John Smith, Joan Smith, Joe Smith, and Jody Smith are members of the same family. A row in the Circle Definition table, coded smith and named The Smith Family is created to name and describe this family.
John, Joan, Joe, and Jody are then assigned as members to The Smith Family Circle by adding individual rows in the Circle Members table.
Table Layout
This lookup table does not conform to the standard layout. See the Circles topic.
Circle Position
Table Name: circle_position
The Circle Position lookup table is used by the Position field in the Circle Members (circles) table. It is used to designate the position or rank of a member of a Circle.
In The Smith Family Circle (example above), John would be assigned the Father position, Joan would be assigned the Mother position, and Joe and Jody would be assigned to Child positions.
Alternatively, John and Joan could be assigned to Elder positions, and Joe and Jody would be assigned to Child positions.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Circle Types
Table Name: circle_types
The Circle Type lookup table is used the Type field in the Circle Definition (circle_definition) lookup table and by the Type field in the Circle Members (circles) data table. It is used to describe the type of Circle.
It would be logical to assign a Type of Family to The Smith Family Circle (in the example above).
Required Entries
| Code | Value |
|---|---|
| <blank> | <blank> |
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Citizenship Types
Table Name: citizenship_types
The Citizenship Type lookup table is used by the Type field in the Citizenship table which is attached to Basic Data. Although you may use the field and lookup table as you want, it is designed to designate whether the table row represents Visa or Citizenship or Passport or some other kind of nationality information.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Comment Types
Table Name: comment_types
Used by the Type field in the Comments Table to classify or categorize the free text comments kept in that table. Some possible categories you might want to establish could be: biographical, financial or confidential. By categorizing these comments, you can facilitate the ability to print out only certain types of comments. For example, you may want to exclude confidential comments from a printed report.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Required Entries
This entry is required for those rows in the Comments Table that hold alerts information.
| Code | Value |
|---|---|
| alert | Alert |
Concentrations
Table Name: concentrations
Used by the fields, Concen1, Concen2, Concen3, and Concen4 in the School Table to indicate the area(s) in which the constituent majored, while attending the institution identified in that row.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Constituent Types
Table Name: constituent_types
Used by the Const.Type field in the Basic Data Table to describe the classification of this constituent. In some cases, your institution must develop a "hierarchy" of Types for situations in which the constituent falls into more than one classification. For example, some constituents are both alumni and parents. You must decide which of these Types will take precedence in the Constituent Type field. (Additional Types might be maintained as attached Attributes, if you want.)
You should also be aware that Millennium uses the information in the Group field of these lookup table entries to determine the kind of Basic Data page to use for this constituent (individual, corporation or foundation). You may add entries to this lookup table as long as you conform to the conventions surrounding the Group field, as described below.
The Constituent Type field is also used in calculating the number of alumni that a corporation or foundation employs. This information is held in the Known Alumni field in the Basic Data row belonging to the employer. It is automatically increased when an employer/employee Relationship is created between the employer and another constituent whose Constituent Type Code is A (Alumni).
Required Entries
Because Millennium uses the Group field entries in this lookup table to determine whether a constituent is an Individual, Corporation or Foundation, entries you make to this lookup table must observe the following protocol:
Any Code and Value that represents a corporation (whether public, private or any other designation) should use Corporation in its Group field.
Any Code and Value that represents a foundation (whether family, matching, or any other designation) should use Foundation in its Group field.
Any Code and Value other than Corporation or Foundation will be interpreted to represent an individual (whether it is a parent, friend, employee, alumnus, or any other designation you might choose). This includes a blank Group.
Note that the Group field in this lookup table is driven by the Table Groups lookup table. This means that a Group must be present in that lookup table before it can be used in the Group field in the Constituent Type lookup entries.
| Code | Value | Type |
|---|---|---|
| A | Alumni | (anything OTHER THAN C or F) |
| C | Corporation | C |
| F | Foundation | F |
| I | Individual | (anything OTHER THAN C or F) |
| O | Organization | F |
| P | Parent | (anything OTHER THAN C or F) |
| R | Religious Organization | F |
This table also includes a flag used by the optional Millennium component, Online Constituent Directory, to indicate whether you do or do not want to include this table entry in the forms used to process online donations. If the flag is set to 'N', the entry will be suppressed in the Constituent Type pull-down list. If it is 'Y', the entry will be included in the list as shown to the online donor. This field has no impact on the use of the lookup table entry in standard Millennium data entry.
Table Layout
This lookup table varies slightly from the standard lookup table layout. See Constituent Types.
Correspondence Mode
Table Name: correspondence_mode
Used by the Mode field in the Correspondence table to describe the way in which your institution delivered a piece of correspondence to a constituent. For examples: phone call, email, and text message.
Required Entries
| Code | Value |
|---|---|
| letter | Letter |
| phone | Phone Call |
| text | Text Message |
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Correspondence Name
Table Name: correspondence_name
Used by the Corresp. Name field in the Correspondence table. This is the institution-assigned name of the particular piece of mail or other communication that is further described in that row. (President's Fall Appeal, End of Year Reminder, etc.) You may associate a piece of correspondence with a particular Solicitation.
Major Gift Display
Millennium Drive provides an improved user experience for viewing Millennium data. Data is gathered from Biographical, Giving, Prospect Management, and from the Events world, and presented for viewing and analysis in a variety of ways.
Touch Points is a Constituents page in Millennium Drive. It is a timeline graph and listing of a constituent's interactions with your organization
Note: A correspondence record displays on theTouch Points view page only if the Major Gift Display field for both the Correspondence Name and the Correspondence Type are set to 'Y'. If the Major Gift Display field for Name is set to 'Y', but the Major Gift Display field for the Type of correspondence is set to 'N', and vice versa, then the correspondence record will not display.
Table Layout
This lookup table varies slightly from the standard lookup layout. See Correspondence Name.
Correspondence Type
Table Name: correspondence_type
Used by the Type field in the Correspondence table, to describe the nature of the communication with the constituent (acknowledgment, invitation, solicitation, etc.)
Major Gift Display
Millennium Drive provides an improved user experience for viewing Millennium data. Data is gathered from Biographical, Giving, Prospect Management, and from the Events world, and presented for viewing and analysis in a variety of ways.
Touch Points is a Constituents page in Millennium Drive. It is a timeline graph and listing of a constituent's interactions with your organization
Note: A correspondence record displays on theTouch Points view page only if the Major Gift Display field for both the Correspondence Type and the Correspondence Name are set to 'Y'. If the Major Gift Display field for Type is set to 'Y', but the Major Gift Display field for the name of correspondence is set to 'N', and vice versa, then the correspondence record will not display.
Table Layout
This lookup table varies slightly from the standard lookup layout. See Correspondence Type.
Countries
Table Name: countries
The Countries lookup table is used by the Country field in the Address table, by the Birth Country field in Basic Data, and by the Country field in the Citizenship table. You may designate any set of entries in this lookup table as Non-USA countries by entering the code, "for" in the Group field for each.
When a Non-USA Country is used in the data, the Address row will display Non-USA, and the ZIP Code field will accept any text you enter without comparison with the US ZIP Code table. In addition, the Region, District, Territory, and Zone fields in the Address will be populated from the corresponding fields in the Countries lookup table, rather than from those fields in the ZIP Code lookup table, as is the case if the Country is blank or USA.
Required Entries
| Code | Value |
|---|---|
| (blank) | (blank) |
| usa | USA |
Table Layout
This lookup table varies slightly from the standard lookup layout. See Countries.
Credit Types
Table Name: credit_types
Used by the Source of Credit field in the Gift (giftcrdtyp) and Dues (duescrdtyp) Tables. This field is used as a 'secondary gift type' to further classify a Gift or Dues transaction in any way your site so chooses.
Required Entries
| Code | Value |
|---|---|
| (blank) | (blank) |
| sp | Spouse |
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Credit Card Types
Table Name: credit_card_types
Used by the Credit Card field in the Gift and Dues Tables to indicate the kind of credit card used for this transaction.
Required Entries
| Code | Value |
|---|---|
| (blank) | (blank) |
| amex | American Express |
| cb | Carte Blanche |
| dine | Diner's Club |
| disc | Discover |
| jcb | JCB |
| mc | MasterCard |
| opt | Optima |
| visa | Visa |
This table includes a flag used by the optional Millennium component, Online Constituent Directory, to indicate whether you do or do not want to include this table entry in the forms used to process online donations. If the flag is set to 'N', the entry will be suppressed in the Credit Card Types pull-down list. If it is 'Y', the entry will be included in the list as shown to the online donor. This field has no impact on the use of the lookup table entry in standard Millennium data entry.
Table Layout
This lookup table varies slightly from the standard lookup table layout. See Credit Card Types.
Cultivation
Table Name: cultivation
Used by the Cultivation field in the Rating Table (which is attached to the Tracking row) to define a level of cultivation toward a major gift , as assigned by the tracking staff. These levels are institution defined, but might include such entries as, Not yet begun, Just begun, In progress, etc. or a more general set of descriptions such as Level 1, Level 2, etc.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Currency
Table Name: currency
Used by the Currency field in the Gift and Dues Tables to describe the type of currency for a transaction (U.S., Canadian, etc.). In addition to the standard set of fields for lookup tables, this table includes a field for the exchange rate that is currently associated with that currency. It is assumed that the numeric value that is entered in that field is the value of the currency as compared to a single unit of your institution's native currency.
When a Currency Type is chosen in a Gift or Dues Transaction, the Exchange Rate from that lookup table entry is also copied into the Gift or Dues row. This will reflect the information in the table at that time. If you choose to use the Exchange Rate field, you must understand that maintaining accurate information for it can be a considerable task!
Table Layout
This lookup table varies slightly from the standard layout. See Currency Lookup Layout.
Custom Bio Lookup 1
Used by the cbiolook1 field in the Custom Bio Table. This lookup table may be used for any site-specific need defined by your institution.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Custom Bio Lookup 2
Used by the cbiolook2 field in the Custom Bio Table. This lookup table may be used for any site-specific need defined by your institution.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Custom Bio Lookup 3
Used by the cbiolook3 field in the Custom Bio Table. This lookup table may be used for any site-specific need defined by your institution.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Custom Bio Lookup 4
Used by the cbiolook4 field in the Custom Bio Table. This lookup table may be used for any site-specific need defined by your institution.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Custom Prospect Lookup 1
Used by the cprslook1 field in the Custom Prospect Table. This lookup table may be used for any site-specific need defined by your institution.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Custom Prospect Lookup 2
Used by the cprslook2 field in the Custom Prospect Table. This lookup table may be used for any site-specific need defined by your institution.
This lookup table conforms to the Standard Lookup Table Layout.
Custom Prospect Lookup 3
Table Layout
Used by the cprslook3 field in the Custom Prospect Table. This lookup table may be used for any site-specific need defined by your institution.
This lookup table conforms to the Standard Lookup Table Layout.
Custom Prospect Lookup 4
Used by the cprslook4 field in the Custom Prospect Table. This lookup table may be used for any site-specific need defined by your institution.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
D
Degrees
Table Name: degrees
Used by the Degree field in the School Table to describe the degree or diploma attained by the constituent at the institution identified in this row.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Demographic Segments
Table Name: demographic_segments
This lookup table is used by the Segment field in the Demographic. This lookup table is designed to be used as a description or evaluation of the Demographic quality (Type) that is represented in the row.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Demographic Type
Table Name: demographic_type
Used by the Demographic Type field to describe or label the nature of the rating or evaluation represented in this row. If you are using third party consultants to produce these evaluations, the entries in this lookup table should correspond to the labels given to the evaluations by the consultants. It may contain such entries as Lifestyle, Affluence, Potential, etc.
Required Entries
Sites who utilize Prospect Link 
to import WealthEngine data into constituent records
must have these codes and values in the table. You may add any additional
entries, but do not change these codes and values.
| Code | Value | Notes |
|---|---|---|
| we-d1 | Estimated Giving Rating | |
| we-d2 | Estimated Giving Range | |
| we-d3 | P2G1 - Propensity to Give Score 1 | |
| we-d4 | P2G2 - Propensity to Give Score 2 | |
| we-d5 | P2GCOMB - Propensity to Give | |
| we-d6 | Estimated Giving Capacity | WealthEngine no longer provides this wealth attribute (as of FindWealth8. |
| we-d7 | Influence | |
| we-d8 | Inclination Giving | |
| we-d9 | Bequest | |
| we-d10 | Annuity | |
| we-d11 | Trust | |
| we-d12 | Total QOM | WealthEngine no longer provides this wealth attribute (as of FindWealth8). |
| we-d13 | Lexis/Nexis QOM | WealthEngine no longer provides this wealth attribute (as of FindWealth8). |
| we-d14 | Wealth ID QOM | |
| we-d15 | Federal Election Contribution QOM | |
| we-d16 | Markey Guide QOM | |
| we-d17 | Dun & Bradstreet QOM | |
| we-d18 | Do Not Mail QOM | |
| we-d19 | Donations QOM | |
| we-d20 | Pension QOM | |
| we-d21 | Section 527 QOM | |
| we-d22 | 527 Political Organization QOM | |
| we-d23 | GuideStar QOM | |
| we-d24 | Trust QOM | |
| we-d25 | Market Vessel QOM | |
| we-d26 | POW&R QOM | WealthEngine no longer provides this wealth attribute (as of FindWealth8). |
| we-d27 | GuideStar Foundation Trustees QOM | |
| we-d28 | Whos Who QOM | |
| we-d29 | Volunteers and Directors QOM | |
| we-d30 | Philanthropic Donation QOM | |
| we-d31 | State Political Donations QOM | |
| we-d32 | Social Security Death Index QOM | |
| we-d33 | Airmen QOM | |
| we-d34 | Aircraft QOM | |
| we-d35 | Client Donor QOM | |
| we-d36 | VIP | |
| we-d37 | Friend of VIP | |
| we-d38 | Non-Profit Donor | |
| we-d39 | Age | |
| we-d40 | Number of Properties | |
| we-d41 | Inclination Affinity | |
| we-d42 | Boat Owner | |
| we-d43 | Air Craft Owner | |
| we-d44 | Board Member |
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Department
Table Name: department
This lookup table is used by the Department field in the Education table and in the Chart of Accounts. It is used to identify the Department within the Institution with which the constituent or the account is associated.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Districts
Table Name: districts
Used by the District field in the ZIP Code Lookup table, and by the District field in the Countries lookup table for 'non-USA' entries. When a ZIP Code entry is selected for a USA Address row, the District that is associated with that ZIP Code is automatically entered into the District field in the Address row. When a non-USA Country is selected for an Address row, the District that is associated with that country is automatically entered into the District field in the Address row. Districts, Regions, Territories, and Zones are used to group constituents by geographic area as defined by your institution. This may follow any scheme that you want but would probably be a broader category than a city or state.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Division
Table Name: division
Used by the Division fields in the Actions, Event Actions, Chart of Accounts, Dues, Giving, Planned Giving, and Proposal tables to identify the department within the institution for which gifts are being solicited or received.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Donor Rating
Table Name: donor_rating
Used by the Ask Rating field in the Rating Table (attached to the Tracking Table) to indicate the donor's potential to give as described and assigned by the research staff, or the Rating field in the Screener table to describe a screener's assessment of the constituent's potential to give. This may be defined in any way that you choose but might consist of a set of giving ranges such as: $1,000-5,000, $5,000-$10,000, etc.
Table Layout
This lookup table conforms to the Standard Lookup Table Layout.
Dues Batch Number
Table Name: dues_batch_number
Used by the Batch Number field in the Dues Transaction Table to assign a batch number to a group of transactions to process together. Note that the Group field in each Batch lookup entry should be designated as "open" or "closed" to indicate the status of each batch. Rows in the Dues Table which include a Dues Batch Number with a Type of "closed" cannot be edited or deleted without particular security for those functions.
The Gift Batch Numbers and Dues Batch Numbers lookup tables are maintained outside the standard methods for performing Lookup Table Maintenance. These two tables are maintained via the Batch Control item under Tools in the Millennium Explorer.
Values in this lookup table may be up to ten characters long, and there are no table 'Codes'.
Table Layout
This lookup table varies from the standard lookup table layout. See Dues Batch Numbers Lookup Layout.
Dues Types
Table Name: dues_types
Used by the Type field in the Dues Transaction Table to describe the type of transaction (Dues Transaction, Pledge Payment Void, etc.) This is a standard Millennium lookup table and it should not be changed or added to since many of the internal processes depend on the entry in this field.
Required Entries
Because Millennium uses these codes to trigger
calculations, you must not edit, delete or add to the entries in this
lookup table. Note that these codes and values are the same as those used
in the Gift Type lookup table except for Dues Transaction, Dues Journal
and Dues Void, and Sustainer Pledges (not used in Dues).
During data entry, only seven of these lookup table entries may be manually
entered by the operator, and those should be flagged as active. All others
must be generated by the system and therefore must be flagged as inactive
for data entry purposes. All types (active or inactive) are available
for criteria selection purposes in the Millennium Reporter.
| Code | Value | Active? |
|---|---|---|
| a | Match Credit Transaction | inactive |
| aj | Match Credit Journal | inactive |
| av | Match Credit Void | inactive |
| b | Bequest Transaction | active |
| bj | Bequest Journal | inactive |
| bv | Bequest Void | inactive |
| c | Credit Transaction | active |
| cj | Credit Journal | inactive |
| cv | Credit Void | inactive |
| e | Expectancy Transaction | active |
| ej | Expectancy Journal | inactive |
| ev | Expectancy Void | inactive |
| g | Dues Transaction | active |
| gj | Dues Journal | inactive |
| gv | Dues Void | inactive |
| h | Honor Transaction | active |
| hj | Honor Journal | inactive |
| hv | Honor Void | inactive |
| mp | Match Pledge Transaction | inactive |
| mj | Match Pledge Journal | inactive |
| mv | Match Pledge Void | inactive |
| o | Match Potential Transaction | inactive |
| oj | Match Potential Journal | inactive |
| ov | Match Potential Void | inactive |
| p | Pledge Transaction | active |
| pj | Pledge Journal | inactive |
| pv | Pledge Void | inactive |
| r | Pledge Credit Transaction | inactive |
| rj | Pledge Credit Journal | inactive |
| rv | Pledge Credit Void | inactive |
| sp | Sustainer Pledge | active |
| sj | Sustainer Pledge Journal | inactive |
| sv | Sustainer Pledge Void | inactive |
| t | Pledge Potential Transaction | active |
| tj | Pledge Potential Journal | inactive |
| tv | Pledge Potential Void | inactive |
| y | Pledge Payment Transaction | inactive |
| yj | Pledge Payment Journal | inactive |
| yv | Pledge Payment Void | inactive |
| z | Cumulative Transaction | inactive |
| zj | Cumulative Journal | inactive |
| zv | Cumulative Void | inactive |
| w | Write Off | inactive |
Major Gift Display
Millennium Drive provides an improved user experience for viewing Millennium data. Data is gathered from Biographical, Giving, Prospect Management, and from the Events world, and presented for viewing and analysis in a variety of ways.
Touch Points is a Constituents page in Millennium Drive. It is a timeline graph and listing of a constituent's interactions with your organization
Table Layout
This lookup table varies from the standard lookup table layout. See Dues Types.