System-wide Enhancements

Profiles World Enhancements

Profiles World Corrections

Events World Enhancements

Events World Corrections

EIS World

EIS World Corrections

Reporting World Enhancements

Reporting World Corrections

Tools World Enhancements

Tools World Corrections

Reference World

Interface

Function

Description

All

Java applets

List boxes within java applets (allocation maintenance in Giving, constructing new criteria in Reporting) now permit you to enter a single character and have the first matching entry in the list highlighted and shown in the text box. If you repeat that same keystroke, you can scroll to the next matching entry, and so on, until the desired entry is shown in the text box.

All

To maintain current Millennium functionality when using SQL 2000, it was necessary to change the defaults on the table fields <tablename>userid from SUSER_NAME() to SUSER_SNAME(). The same change was made in all triggers, as needed.

Note: If your institution uses any site-created or custom scripts using this function, they must also be edited.

Interface

Function

Description

All

Address

The following changes have been made to the Address Update function (not editing).

When the insert form is presented, it will no longer include the Region, District, Territory, or Zone from the previous address row. When the row is inserted, that information will automatically be entered in accordance with the ZIP Code information that is contained in insert form.

The conversion to 7.1 automatically creates a 'former' version of each of the entries in your institution's Address Type lookup table. When you use the Address Update function, the system will change the Type of the archived data row to the 'former' version of the previous Type. (This is in addition to the other automatic edits of changing the Locator to 'Former' and deactivating the Utilizations.

All

Address

When entering a USA address, the system now prevents you from entering ZIP Code information that is not found in the lookup table. An error message is given and you may cancel the address insert or update, or you may go back to the previous maintenance form and change the ZIP Code information.

All

Address

When a spouse Relationship is changed to divorced, any Addresses that are linked to the spouse's Address will be unlinked.

All

Address

The following fields have been added to the Address table. All are non-displaying fields used by the optional Millennium component, Correct Address.

Allocation Maintenance

It is no longer possible to delete a journal transaction from within the allocation applet. (This would result in 'orphan' void transactions.) Also, if a void transaction is deleted, the corresponding journal transaction is automatically deleted.

Attachment

You may edit individual Attachment names or you may delete individual Attachments from the data row to which they were linked. A yellow edit button is now shown to the left of the display of the Attachment name in the data display which accesses an edit form which is used for either of those purposes.

You may still unlink all Attachments to that data row using the Special menu (Browser) or the right-click context menu (Windows).

Constituent Search

The system will now warn and prevent you from executing a standard search with no data entered as search criteria.

Correspondence

Several related changes have been made to allow the association of a Solicitation with a particular Correspondence.

The Correspondence Name lookup table now includes the ability to associate a Solicitation with each Correspondence Name.

The Correspondence data table now includes the data fields corrsolic, and corrsolnm for the code and value of the Solicitation that is associated with the Correspondence Name that you choose for the data row.

Those fields are automatically entered by the system and therefore they do not appear in the insert or update forms.

The standard display template for the Correspondence data table has also been edited to include the Solicitation name.

Data Entry

During data entry, if an Millennium SQL error message is encountered, the message screen includes a Cancel button to cancel the insert or update form (without the insertion or update of any data row) and a Back button, which will return you to the data maintenance form, containing all the data you had entered. You may then correct the information that generated the error and try again.

Data Entry

During data maintenance, when you tab to a non-table driven text box that already contains data, the entire contents automatically highlight so that you may replace the entire contents by typing new information.

Browser

Internet Explorer

Data Entry

Hot keys have been added to the Browser data maintenance forms, which enable Internet Explorer users to use the keyboard short cuts to navigate through the form and enter data without using the mouse. (Netscape Communicator does not support this functionality.)

All

Death

Three new fields have been added to the Death table and its standard maintenance and display templates. Those fields are: Notified Date (deathnotdt), Corroborated Date (deathcordt), and Source (deathsrce).

Death

When a Death row is created, the system will now set all Membership rows and any of their linked rows to inactive. If a Tracking row exists, the Current Prospect flag will automatically be set to N.

All

Dues

When the Discount Code is edited in a Dues transaction (a transaction that is linked to a Membership) the Discount Amount is also updated in accordance with that entry in the Membership Discount lookup table.

All

Education

Constraints have been added to the Day, Month and Year fields for Degree Date to ensure that only valid values may be entered.

Browser

Fast Data Entry

Sustainer pledge transactions are now available in the display area of the Fast Data Entry form.

Windows

Filtering and Sorting

Filtering and Sorting have been activated for use with the Windows interface.

Browser

Giving

A new option has been added for the display of Gifts or Dues in the Browser interface. In addition to the Long and Short modes, a 'Mini' mode allows you to view all transactions, each shown in a single-line format. A standard set of data from each row is displayed, using codes from lookup table data, and also using certain codes to indicate the existence of linked information. Each primary allocation transaction will have an Edit button and a detailed display button so that you may view or edit the transaction. Secondary allocations will be shown immediately following the primary allocation, with edit buttons that lead to the allocation applet. Pledge transactions are shown with hyperlinks to the Payment Schedule and also to a Post Payment form. For more details on this feature, see Giving Display.

All

Giving

A text box for Comment has been added to the Allocation Edit applet, allowing you to enter different comments for individual allocations in a transaction. The Comments will be displayed with their respective allocation.

Giving

When creating a matching transaction, you may choose either Match Pledge or Match Potential as the transaction type as the transaction is being created.

Giving

When editing a transaction that is linked to other transactions, a message box is displayed warning that the linked transactions will not automatically be updated with the edits to the original. If those edits are desired for the linked transactions, they will need to be modified manually.

Giving

The Giving Display includes a notation in red just below the table header that indicates the number of outstanding (unpaid) pledges for the current constituent.

Giving

Several changes have been made to accommodate the editing of the non-allocation portion of a journal transaction. The journal transaction is displayed as before (as if it were another allocation) but with the addition of the Process Date and the Batch Number that belongs to the Journal transaction. In addition, the Edit button to the left of the journal is shown in yellow. If you use that button, you will access an update form for the non-allocation portion of the journal, where you may make edits to any of the editable columns. To edit any of the fields in the allocation portion of the transaction, you should use the blue Edit button shown to the left of the allocation display of the void transaction. This will launch the allocation applet, where you may edit any of the editable fields in any of the allocations - either in the void or the journal transactions.

Giving

The editing functionality for transactions with a Ledger Flag set to Y is now the same as for those transactions that are part of a closed batch.

Giving

Several related changes have been made to accommodate two additional Pledge Types.

The Pledge Type Lookup table now includes the entries: Semi-monthly -- sm Semi-monthly No Bill -- smn.

The Pledge Billing schedule options now include semi-monthly and semi-monthly no bill. This generates a default Payment schedule twice a month with billing days of 01 and 16.

Giving

Pledge Potential transactions are not automatically changed to Pledges when a Payment is posted. If you want to change the Type, you may do so manually via an item in the Special menu. Note that when Pledge Potentials are changed to Pledges, they are always changed to conditional Pledges, in order to maintain the integrity of the Asset and NPV Amounts.

Giving

When Pledge Potentials, Sustainer Pledges and Match Potentials are created, the NPV (giftnetpv) defaults to $0, as these transactions are appropriately considered conditional (not legally binding).

Giving

If a Pledge of $0 is entered, it is automatically considered conditional and the revocable flag is set to Y.

Giving

Several additional items in the Special menu for transactions have been activated for use with Pledge Potential transactions. These are:

Membership

When processing Memberships via Dues, the Membership Source now defaults to the Dues Source.

Membership

You may now define a Membership Type to use the same day of the month as the Membership Date for the Renewal Set-up. The Membership Type lookup table was enhanced to allow this additional option, Rolling Membership, Same Day.

All

Membership

Several enhancements have been made to the Automated Membership Process.

When a new Membership is created, and the forms are presented for the creation of the Membership Cards, the second such form will default to the spouse name (if any).

When a renewal, rejoin, upgrade or downgrade Membership is created, and the forms are presented for the creation of the Membership Cards, they will default to the names used in the Membership Cards from the previous Membership.

When a renewal, rejoin, upgrade or downgrade Membership is created, and the forms are presented for accepting or declining the Membership Benefits, the system will default those settings in accordance with those settings in the Benefits that were linked to the previous Membership. If none are found of the same Type, the settings will default to Accepted for standard Benefits, and Cancel for optional Benefits.

When a renewal, rejoin, upgrade or downgrade Membership is created, and the forms are presented for accepting or declining the Membership Publications, the system will default those settings in accordance with those settings in the Subscriptions that were linked to the previous Membership. If none are found of the same Name, the settings will default to Accepted for standard Subscriptions, and Cancel for optional Subscriptions.

Windows

Mergeid

The Merge Id utility has been incorporated for use via the Windows interface. Access to this functionality is through the Profiles World's action bar items, File/Mergeid. This utility transfers existing data rows from one constituent id to another. For more information, see Merge Id

All

Name

New functionality has been added for the generation of a preferred name for a constituent couple (when one constituent is created on the system to represent a married couple, as indicated by a gender of 'C'.)

Two new standard entries have been added to the Name Types lookup table: Husband Preferred (Code: ha) and Wife Preferred (Code: wa).

When doing data entry for this constituent, if you create two Name rows, one of each of the new types, the system will verify the gender of 'C' and then automatically create a third Name row with a Name Type of Preferred. The Combined Name and Combined Salutation fields for all three Name rows will automatically be filled in, in accordance with the system rules for doing so when the individual names belong to two different constituents with a spouse relationship.

Note that this automatic process only occurs when there is no Preferred Name row already in existence, and that once the Preferred Name has been created, it is not automatically updated if edits are made to either the Husband or Wife Preferred Name rows.

Name

The default for the Lookup check box on a new Name row has been changed from 'N' to 'Y'.

Planned Gifts and Proposals

Columns have been added to Planned Gifts (planpdistr) and Proposals (proppdistr) to track the Percentage of the distribution that has been made.

Windows

Printing and Previewing

Several new options are available to the Windows interface via the File, Print action menu bar items.
Corporate Tree - For the current corporation or foundation constituent, this displays a relationship tree showing corporate relationships.
Preview Bio - This displays a report of biographical information for the current constituent.
Preview Giving - This displays a report of giving information for the current constituent.
Preview Profile - This displays a full profile report for the current constituent.
Print Profile - This prints the full profile report for the current constituent.
Prospect Tree - This displays a relationship tree showing prospect and prospect manager information for the current constituent.
Relation Tree - This displays a relationship tree showing familial relationships for the current constituent.

All

Relation

If a Relationship with a Type of Divorced Spouse is created or edited, the system now checks for the presence of another Relationship of Spouse, Spouse No Mail, Surviving Spouse, or Deceased Spouse. If one of those Relationships exists, the Basic Data Marital Status is not changed to Divorced. (This allows you to enter historical data without having the system incorrectly update the Marital Status.)

Posted Date

Reported Problem #

Function

Database

Interface

Description

4/19/01

30.

Unlink Attachment to Chart of Accounts

SQL Server

Browser

When you try to unlink an attachment to the Chart of Accounts, you receive an Millennium Error: Unable to unlink record. Please contact system administrator. [Microsoft][ODBC SQL Server Driver][SQL Server]Invalid field name 'e0284'. UPDATE chart_of_accounts SET chart_doc = 'N'

3/26/01

28.

Posting Match Potential

All

Browser

After posting a match potential to the secondary side of the joint transaction, the total on the secondary side of the transaction reflects the match, but the primary side of the transaction does not.

3/23/01

27.

Write-off Pledge Over Payments

All

Browser

When you write of the over payment of a pledge, the total is not recalculated correctly.

3/08/01

26.

Giving Trends

All

Browser

After writing off a pledge balance, the total in Giving Trends, with Include Pledges selected, does not reflect the write-off.

3/8/01

25.

Updating Attribute Default

All

Browser

When updating an Attribute default, a runtime error may result.

3/8/01

24.

Posting a Pledge Payment

SQL Server

Browser

When posting a payment to a joint pledge that has an automatic quid on it, the quid is taken twice on the spouse record.

3/7/01

23.

Posting a Pledge Payment

SQL Server

Browser

When you post a payment to a conditional pledge, the net present value remains 0.

3/7/01

22.

Fast Gift Entry

All

Browser

When you do a search from the fast gift entry screen and return to the fast gift entry screen, the focus is on the frame, rather than the first available text box.

3/7/01

21.

Address Update

All

Both

When the address update function (not simple editing) is used on an address which is linked with spouse, the utilization fields on the spouse's linked address are not unchecked on the 'former' address

2/5/01

20.

Joint Expectancy Transactions

All

All

The Net Present on joint Expectancies is automatically set to $0 - it should default to half of the face value, or it should accept any amount that is manually entered in the insert form and split that amount between the two parties who jointly own the Expectancy.

2/2/01

19.

Creating Constituents

All

Browser

When creating a new constituent, the system copies certain information that was entered into the Search form into the data entry forms that are automatically presented. This includes those fields which were blank in the Search form. This behavior will override existing data in the Default definition.

2/2/01

18.

Membership

All

Browser

When entering a Membership (via Membership rather than via Dues), if the first entry in the Membership Type lookup table has a blank Renewal Day, the Membership applet shows a red error message at the bottom that indicates that the Dues Effective Date is invalid.

2/2/01

17.

Gift Total Asset, Dues Total Asset

SQL

Browser

An error may occur in the system calculation of the gifttasset or duestasset field for multiple-allocation transactions. This could result in an arithmetic overflow error.

2/2/01

16.

Deleting Name Rows

Oracle

Browser

An error message is encountered if you attempt to delete one spouse's Name row, and when the second spouse has two Name rows of the same type as the deleted one.

2/2/01

15.

Comment Data Entry

All

Browser

When pasting text into a Comment text box in an insert or update maintenance form, if the text includes returns, the system truncates the text from that point onward.
******************

This is behavior of the HTML tag INPUT TYPE="text" in the comment text box.

Work around: A site may modify the template and use the TEXTAREA tag which supports the pasting as described. However, the TEXTAREA tag does not support all the functionality supported by the INPUT TYPE="text" tag such as limit the number of characters entered.

12/21/00

14.

Address Update

Oracle

Browser

When a preferred address is updated and then a constituent search is performed, the new preferred address is not shown in the Next Search results display.

12/21/00

13.

Non-constituent Employer

All

Browser

When an existing Employment row specifies a non-constituent as the employer, and when other data from that row is edited, a constituent search form is launched.

12/7/00

12.

Education Custom Fields

All

Browser

The following list of Education custom fields cannot successfully be added . to the html display and maintenance templates (.mit file).
schlnum1, schlnum2, schlyesno, schllook1, schllook2, schllook3, and schltext

12/1/00

11.

Attribute Default

All

Browser

When a Default is used to create an Attribute, and when the Attribute Type is edited prior to inserting the row, the system creates the row using the Attribute Type found in the Default, rather than the edited one.

11/10/00

10.

Pledge Payment Schedule

All

Browser

Due to a rounding error in the JAVA applet, the Payment schedule may freeze when the Payments use certain combinations of amounts, or when attempting to create a new row in the Payment schedule.

11/10/00

9.

Combined Names

SQL only

Browser

When a spouse/spouse Relationship is deleted, the combined forms of the two constituents' name rows is not adjusted.

11/3/00

8.

Advanced Search

SQL only

Browser

Attempts to execute an Advanced Search may produce an error message, stating that the existing query results could not be dropped.

11/2/00

7.

Giving Trends

All

Browser

When the Giving Trends options are set to include Credits and Pledges, and when a pledge payment has been made by another constituent (resulting in a pledge being paid with a credit transaction) the system does not correctly calculate the amounts for the Giving Trends.

11/1/00

6.

Attribute Default

All

Browser

When creating an Attribute Default, the value-based lookup applet for the Attribute Type only recognizes entries that are active for use as a stand-alone Attribute (in the lookup table entry.) This behavior is not affected based on whether the entry is also marked as active or inactive for use as linked Attributes.

11/1/00

5.

Attribute Default

All

Browser

When an existing Attribute Default is edited, if the Attribute Type is edited, the value-based (super) lookup applet is not invoked and the edits are not preserved. Problem does not occur if Attribute Type is not edited.

10/25/00

4.

Job Status

Oracle only

Browser

When the Job Status in an Employment row is updated from Active to No longer at this position, the following error message is received.

[Microsoft][ODBC driver for Oracle][Oracle]ORA-04091: table MILLORA.JOBS is mutating, trigger/function may not see it ORA-06512: at "MILLORA.TB_JOBS", line 165 ORA-04088: error during execution of trigger 'MILLORA.TB_JOBS'

10/25/00

3.

Classification 1 and 2

All

Browser

When a transaction has multiple allocations, the data for Classification 1 or Classification 2 may not be appropriately assigned to the individual allocations.

10/25/00

2.

Quid Pro Quo Amount

Oracle only

Browser

When a Quid Pro Quo data row is created, other Quid Pro Quo data rows whose quid values which were $0, might also be edited.

10/25/00

1.

Dues Deductible Amount with Quid

Oracle only

Browser

When a Quid Pro Quo amount exceeded the amount of a Dues transaction, the deductible amount defaults to a negative dollar amount.

Interface

Function

Description

All

Activity

Functionality has been added to the Registration process for Guests in relation to the Maximum # of Guests for an Activity. The system now checks that limit and prevents you from creating more Attendance rows for an Activity than the number specified in the Maximum # of Guests field for the Activity.

Attachments

It is now possible to link Attachments to the following Events data tables:

Attendance

The system now prevents you from creating multiple Attendance rows for the same Activity which have exactly the same combination of Table, Seat, Section, and Row information.

Windows

Seating Layout

The use of the Seating Layout table has been activated. This was added to the database as a data table in release 7.01, but was not available for use until this time. Since that release, an additional field has been added for the name of a seating table (laytblname). See the topic, Seating Layout, for more information on the use of this data table in Events in the Windows interface.

Posted Date

Reported Problem #

Function

Database

Interface

Description

3/8/01

2.

Deleting a Registrant

All

Browser

When deleting a registrant, who is a guest, their guest row is deleted, however the Total guests on the Events detail screen is not changed.

2/5/01

1.

Event Web Reports

All

Browser

An error may occur when attempting to access the Event web reports, if Crystal Reporting is not installed on your IIS machine, or if either craxdrt.dll or cpeaut32.dll is not registered.
************

To correct the problem, verify the installation of Crystal on the IIS. If the problem does not resolve, execute the following commands at a command prompt.

regsvr32 c:\winnt\system32\craxdrt.dll

regsvr32 c:\winnt\system32\cpeaut32.dll

All

Brio Reports

An additional output option is available for use with Brio Reports. You may now export to PDF format, in addition to those options previously available.

All

Deleting Reports

The system administrator login has been given the ability to Delete any report listed in the View Report or Edit Report listing, regardless of ownership.

Edit Menu

The display of the Edit Criteria menu of saved criteria names now includes the Report Description from the criteria to assist in identifying a report.

New Criteria

The display of the New Criteria menu of report template names now includes the Report Description from the template. In addition, a question mark in a yellow circle acts as a hyperlink to the Help documentation for each template.

All

Output List
Batch File

A new option has been added to the Output list possibilities. Now, in addition to choosing Crystal formats, Brio Reports Formats, or standard Millennium utilities, you may also choose Batch File as the output destination of the run of a set of criteria. If you do so, the system will generate a standard export worktable based on the criteria statements and other report options, and then pass that table and a set of system-generated parameters to a batch file of your own creation. You may construct this batch file to incorporate multiple SQL scripts, or other executable program files.

Note that responsibility for the creation and execution of such batch files is outside the realm of standard Millennium training and support services, and is undertaken entirely at the discretion and liability of your institution.

All

Print Preview on the Queue Machine

You may now disable the Print Preview option for any reports that are run from a particular Queue. This option is set from the System Info page in System Upkeep in the Tools World.

All

Report Groups

Several related changes have been made to support an additional technique for classifying and securing reports within the structure of the nine standard report libraries.

The Tools World includes a new item, Report Groups. In the Browser interface, it is shown in the Millennium Explorer under Tools World, between Profiles Lookups and System Upkeep. In the Windows interface, it is shown in the Tools World, Table Maintenance listing. This provides access to the new, specialized lookup table, Report Groups. When you define entries for this lookup table, those entries will be used as the names of the Report Groups into which you may place reports that you create and save.

Your Report Group names are classified into the standard libraries by use of the Group field in the Report Group lookup table entries. You may specify that your Report Group be associated with a single library or that it be available to all of the libraries. (To support this, the Table Groups lookup table includes several new, standard entries for the library names.)

When you define a Report Group lookup table entry, you may also specify which Millennium User Groups (MUG) will or will not be given Access and Maintenance privileges to the entry. Those users without Access to the Report Group lookup table entry will also be denied access to the reports that are stored with that Report Group.

The Report Groups apply to the Viewing of the HTML output of a report that has already been run, and the Editing and Running of saved criteria.

All

Report Form

Several changes have been made to the appearance of the main Millennium Reporter's Report Form.

All

Run Option

An additional Run option has been added to reporting. You may now execute a report that uses an existing export worktable, rather than running a selection to generate a new one. If this option is activated when the report is launched, you will be prompted to specify the name of the worktable and it will immediately be passed to the specified utility or Crystal format. This allows you to do such things as: Use the same worktable for the production of letters and envelopes. Run a report to verify that you have selected the desired constituents, and then use the same worktable with the Add Attribute Utility.

Subreports

A standard library of subreports has been added. The subreports are taken from the standard Millennium formats and are now made available to you for use as you construct custom formats using Seagate Crystal Reports software. The subreport library is located either mill\Formats\Subreports (SQL) or mill\OracleFormats\SubReports (Oracle).

Totals

You may now define Totals that are calculated using the Deductible Amounts of the selected transactions.

Totals

You may now restrict the kinds of Credit transactions that are used in the calculation of a particular Total. First, the Total definition must include criteria statements that specifically select transactions with a Type of Credit ('c'). (Other Types may also be selected for inclusion in the Total if desired.) If Credits are specified in the Total definition, then the new function is controlled by three radio button options shown at the bottom of the Total option form.

All

Totals

You may now use <A Prompted Reply> object within the definition of a Total.

All

View Reports

When using the View Report option, the display of the report names will now include the username and the date that the report was last run.

Posted Date

Reported Problem #

Function

Database

Interface

Description

4/13/01

12.

Criteria Using Never Checked

All

Browser

When running a criteria that uses Never Checked option, the report will return an error message: missing expression error #00936

3/14/01

11.

Duplicate Removal

SQL Server 7.0

Browser

Duplicate Id will appear in the worktable. One id will have a name and one id will have nothing in the name in the worktable.

2/9/01

10.

VQuery Appears to Hang - Duplicate Removal

Oracle

Browser

VQuery appears to hang during the removal of duplicates processing. CPU usage appears to be very low and the system processes are the only ones that appear to be running in the Task Manager.

2/2/01

9.

Totals

All

All

When calculating Totals using the Include Match Credit option, an error message (Connection is busy with results for another HSTMT) might be encountered.

2/2/01

8.

Reporting Options

All

All

Individual users may experience a problem with the display of the Option, Default or Option, Report forms.

Workaround: Delete the row in the Report_options system table for that user.

2/2/01

7.

Selecting Batch Numbers

All

All

An error may occur, causing the Millennium Reporter to 'freeze', when reporting criteria attempt to select transactions based on blank Gift or Dues Batch Number data.

12/21/00

6.

Phonathon Form.rpt

All

All

This format includes an incorrect linkage to the address table which can result in a phone number other than the home address phone being selected.

12/21/00

5.

Daily Report - Gifts.rpt

All

All

This report format includes subreports which do not have the headers and footers suppressed.

11/14/00

4.

Report Descripts

All

All

When a report has been run to HTML and that same report is then run to HTML for a different user, the second user's results are not listed in the View Reports list. (The second user's report does run correctly to completion and the results are appropriately placed in the reports folder.)

11/14/00

3.

Reporting with Parameters

All

All

Due to a change in the behavior of Crystal version 8, if a format uses a parameter that is not defined in the Millennium report criteria, the system prompts on the report server for user input to define that parameter. This occurs at the time that the process reaches the formatting stage. This includes the format parameter for a landscape report. When the parameter information is entered, the formatting process will continue.

11/2/00

2.

Reporting with SQL Views

SQL only

All

An error may occur in the following circumstance:
A report is run, referencing a data table for which an SQL view has been defined using a 'where' clause.

10/20/00

1.

Criteria with Totals (only)

All

All

The system allows you to save and attempt to run a set of criteria that contains only Total definitions, but has no criteria statements. The Millennium Reporter should prevent you from saving such a set of criteria.

Interface

Function

Description

All

Accounting Export Utility

The Accounting Export Utility is available, enabling you to create an Excel export file based on either Gifts or Dues transactions. This utility is accessed and launched via the Millennium Reporter and consists of two additional standard report criteria templates in the Financial report template library.

All

Address Types Lookup

Release 7.1 will create duplicate versions of most entries in your Address Type lookup table, to accommodate the new Address Update functionality. For each existing entry, a 'former' version will be created, using the same code but ending with an 'f'. For example, the entry Home/a will generate an entry of Former Home/af. These entries will be created with the Active flag set to 'N' so they will not appear in data entry situtations (though you may set any of them to 'Y' if you want to use them in regular data maintenance). No such entries will be created for Deceased/d or Former/form. If an existing entry uses a code of six characters, the conversion will replace the final character with an 'f'.

Attribute Type, Institutions, Solicitations Lookup Tables

A search function has been to added to the process of displaying the Attribute Types, Institutions, and Solicitation lookup tables. This function behaves in the same way that the display search does for Chart of Accounts. This eliminates the need to display the entire table for those lookup tables which are most likely to be extremely large.

Chart of Accounts

The Chart of Accounts now includes the same 11 customizable table fields that each of the data tables uses. These fields are:

This also necessitated the creation of three additional lookup tables, chart_lookup1, chart_lookup2, and chart_lookup3. These customizable fields behave in the same ways as those that are available for the data tables.

Chart of Accounts

A field has been added to the Chart of Accounts to track the Department (chartdprt). This field is driven by the Department lookup table, which is also used for Education and Correspondence. When an entry is selected from the Chart of Accounts for use in a Gift of Dues transaction, the Department field will be copied to the Gift or Dues Department field and displayed as part of the standard detail display. (Note that this is in addition to the Department Id field in the Chart of Accounts which is designed to hold the Millennium Id # of the contact person within the Department.)

Create.exe

The installation utility, Create.exe now includes the ability to add and remove constraints on system tables and reporting tables. Previously, this utility only operated on the data tables.

Data Sync Utility

The Data Sync utility has been modified to include the new Chart of Accounts field, chart_dprt and the corresponding data columns, giftacdprt and duesacdprt.

Delete Attribute Utility

A Delete Attribute utility is now available. This utility operates from within the Millennium Reporter, using an export worktable to identify the specific Attribute data rows that you want to delete. You may launch the utility from the same run of the criteria that you use to select the Attributes, or you may create and save the export worktable (and check it to verify that it identifies the appropriate Attributes) and then launch a new report that uses that saved export worktable.

Delete Correspondence Utility

A Delete Correspondence utility is now available. This utility operates from within the Millennium Reporter, using an export worktable to identify the specific Correspondence data rows that you want to delete. You may launch the utility from the same run of the criteria that you use to select the Correspondence rows, or you may create and save the export worktable (and check it to verify that it identifies the appropriate rows) and then launch a new report that uses that saved export worktable.

Expire Membership Utility

An Expire Membership utility is now available. This utility operates from within the Millennium Reporter, using an export worktable to identify the specific Membership data rows on which you want to change the Active status to 'N'. You may launch the utility from the same run of the criteria that you use to select the Membership rows, or you may create and save the export worktable (and check it to verify that it identifies the appropriate rows) and then launch a new report that uses that saved export worktable.

Group Maintenance

You may now specify a view that will determine the ability to insert data rows. To accommodate that function, the Group Maintenance form includes a Change Insert button and a text box for the name of the view, rather than the Allow Insert check box.

All

Lookup Table Access Security

A change has been made to the behavior of Access security on lookup table entries.

Previously, if a user did not have Access security for a particular lookup entry, the message "Access denied to value" was shown instead of the value when a data row using that entry was displayed; that user would not get the value in the lookup list box or in value-based lookups during data entry or maintenance; that user could edit the data row and change the value to another lookup entry for which he or she did have access security.

With Release 7.1, if a user does not have Access security for a particular lookup entry, he or she will see the lookup value in data displays. If that user accesses an update form for a data row that uses that lookup entry, the list box will show that entry, but no others from that lookup table because the user may not change that information in the data row. If that user accesses an insert form, or an edit form for a data row that does not already use that entry, then the corresponding list box or value-based lookup box will not include the entry in the list of available lookup entries.

All

Membership Type Lookup Table

An additional option has been added to the Renewal Set-Up field in the Membership Type lookup table. Now in addition to the previous options, you may choose a Rolling Membership, Same Day. This allows you to use the exact date of the Membership as the renewal date, rather than the first or last of the month.

Pledge Types

Two additional standard entries have been added to the Pledge Types lookup table. They are:

Code: sm &#9;Value: Semi-monthly
Code: smn&#9;Value: Semi-monthly No Bill

All

Priority

Three additional standard entries have been added to the Priority lookup table to support the automatic updating of Microsoft Outlook Tasks with info from Millennium Tasks (Windows interface). They are:

Code: low&#9;Value: Low
Code: normal&#9;Value: Normal
Code: high&#9;Value: High

All

Relationship Types

Additional standard entries have been added to the Relationship Types lookup table to support the Relationship Tree. They are:

Code: bro &#9;Value: Brother
Code: par&#9;Value: Parent
Code: sib&#9;Value: Sibling
Code: sist&#9;Value: Sister.

Report Groups Lookup Table

The Report Groups lookup table has been added to support the additional classification and security functions that were added to the Reporting World. Rather than being used by a Profiles or Events data table, these lookup table entries are associated with individual sets of report criteria, or with the final output from the run of a report.

This lookup conforms to the standard lookup table layout. The Group (table_type) field in the lookup table contains one of the new standard entries from the Table Groups lookup table to identify with which of the standard report libraries this Report Group should be associated.

(To track this association, several fields have been added to the Report_descripts table.)

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Summaries Utility

The Summaries Utility has undergone a major renovation, including the following:

Use of this utility is now a two step process. The utility is launched in its own interface, outside the regular Millennium interface. You may use that window to create and save multiple Summary definitions. Then, from within the Millennium Reporter, you may create a set of criteria that will select the set of constituents for whom the Summaries will be created or updated, and which will also define any Totals that are referenced in the Summary definitions.

The utility now allows you to create and save multiple Summary definitions, which may consist of Totals, calculations involving Totals, constant values, or other calculations, or conditional statements for the determination of Descriptors. Those conditional statements may use Totals, Calculations, or constant values.

In addition to the Summaries Utility, the Years Utility is also available for the definition of Summary data rows.

Browser

System Info

The System Info page has re-labeled the Millennium Report Information that was formerly labeled Crystal's RPT Default Location to Default Format Location.

System Info

The System Info page has an additional setting for the Millennium Reporting Queue. You may now enable or disable the Print Preview function for a Queue. (This permits you to restrict this feature if the Queue is located on a machine in a remote location.)

System Info

The System Info page now includes sections to identify the Millennium OLAP Server, and the Millennium Replication Server.

All

System Tables

A new system-use table has been added, named memory_definition. It is used by the new version of the Summaries utility and the Years utility.

All

Table Groups Lookup Table

Several new, standard entries have been added to the Table Groups lookup table. These are:

All

Task Status Lookup Table

Additional standard entries have been added to the Task Status lookup table to support the automatic updating of Microsoft Outlook Tasks with info from Millennium Tasks (Windows interface). They are:

Code: ntstrt&#9;Value: Not Started
Code: inprog&#9;Value: In Progress
Code: comp&#9;Value: Completed
Code: wait&#9;Value: Waiting on Someone Else
Code: defer&#9;Value: Deferred

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Years Utility

The Years Utility is now available for use in defining Summary data rows that identify the year in which a particular kind of giving transaction took place, such as the year of the first, most recent, or largest transaction. The utility allows you to create and save a single such Summary definition. Then when running the Millennium Reporter, you may specify the Years utility and have the Years definition applied to the selected constituents.

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ZIP Table Update Utility

A new utility is available to update the ZIP Code lookup table on your system. A text file of changes is available from Community Brands as a subscription service. Alternately, you may use the utility with a file of your own creation, as long as it conforms to the specifications expected by the utility.

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ZIP Code Update Utility

A new utility is available to update existing Address data rows to bring them into conformity with the current information in the ZIP Code lookup table.

Posted Date

Reported Problem #

Function

Database

Interface

Description

4/3/01

6.

Merge ID

SQL Server

Browser

The Merge Id utility hangs when merging IDs that have Actions with linked Tasks.

2/2/01

5.

Deleting Gift or Dues Batch Numbers or Titles

All

Browser

An error may occur if you attempt to delete an existing entry in the Gift Batch Number, Dues Batch Number, or Titles lookup tables, using the small Delete button at the top of the form.

2/2/01

4.

Gift Batch Maintenance

All

Browser

When searching for a particular batch entry to display, the system only considers the first six characters entered in the Value text box. It then displays all entries that conform to those six characters.

Note: SQL Batch searches are based on all ten characters, but Oracle batch searches are limited to the first six characters.

12/21/00

3.

New Group Permissions

SQL only

Browser

When creating a new security group, that group is not automatically granted privileges to the report worktables.

10/25/00

2.

Benefit Type

Oracle only

Browser

When an entry from the Benefit Type lookup table is being updated to set the Quid flag equal to 'Y', an error message may be given.

10/25/00

1.

Lookup Table Maintenance

All

All

The UserId of the last user to update a lookup table entry is not being displayed. This is the case for Attribute Types for both SQL and Oracle, and the Membership Lookup tables in Oracle.

Interface

Function

Description

All

Address

The following fields were added to this data table:

addrcass1
addrcass2
addrcass3
addrcity
addrcplace
addrccert

Chart of Accounts

The following fields were added to this lookup table:

chart_dte1
chart_dte2
chart_mny1
chart_mny2
chart_num1
chart_num2
chart_chck
chart_lku1
chart_lku2
chart_lku3
chart_text
chart_dprt

Chart_lookup1
Chart_lookup2
Chart_lookup3

These are new lookup tables, which conform to the standard layout for lookup tables.

Correspondence

The following fields were added to this data table:

corrsolic
sorrsolnm

Correspondence_name

The following fields have been added to this lookup table:

table_sol
table_soln

Death

The following fields were added to this data table:

deathnotdt
deathcordt
deathsource

Dues

The following field was added to this data table:

duesacdprt

Gifts

The following field was added to this data table:

giftacdprt

All

Memory_Definitions

This system-use table has been added. It is designed to hold user-selected parameters for use by the Summaries or the Years Utilities.

All

Name-types

The following are new, standard entries for this lookup table, created by the installation of Release 7.1:

ha&#9;Husband Preferred
wa&#9;Wife Preferred

Planned Gifts

The following field was added to this data table:

planpdistr

Pledge Types

Two additional standard entries have been added to the Pledge Types lookup table. They are:

sm &#9;Semi-monthly
smn&#9;Semi-monthly No Bill

Proposal

The following field was added to this data table:

proppdistr

All

Relationships

The following additional standard entries have been added to the Relationship lookup table.

bro &#9;Brother
par &#9;Parent
sib &#9;Sibling
sist&#9;Sister

All

Report_descripts

The following fields have been added to this system table:

report_groups
report_mgp1
report_mpg2
report_agp1
report_agp2
default_update

Report_groups

This is a new lookup table that conforms to the standard layout for lookup tables.

The installation of 7.1 also creates a blank entry in this lookup table.

Report_servers

The following fields have been added:

report_preview
server_type

Seating Layout

The following fields have been added:

laytblname
layposx
layposy

Seating Shapes

This is a new lookup table that conforms to the standard layout for lookup tables. It supports the Seating Assignment component of Events in the Windows interface. All entries are standards and are created by the installation of 7.1. This lookup table is not available for traditional table maintenance.
oval&#9;Oval
rec&#9;Rectangle
rnd&#9;Round
row&#9;Row
sqr&#9;Square

All

Table_groups

The following are new, standard entries for this lookup table, created by the installation of Release 7.1:

allprt&#9;All Reports
rbio&#9;Biographical Reports
rcomp&#9;Comparison Reports
rdaily&#9;Daily Reports
revent&#9;Event Reports
rfin&#9;Financial & Giving
rmail&#9;Mailing Reports
rmemb&#9;Membership Reports
rpldg&#9;Pledge Reports
rquery&#9;Search Results
rtrack&#9;Prospect Tracking

Browser

HTML Templates

Changes have been made to the following standard HTML templates.

act_up.mit
actv_lg.mit
actv_up.mit
addr_in.mit
addr_up.mit
att_lg.mit
att_up.mit
attl_up.mit
Attr_up.mit
attrtype_in.mit
attrtype_up.mit
av_up.mit
batch_in.mit
batch_up.mit
ben_in.mit
ben_up.mit
bene_up.mit
benefitstype_IN.mit
benefitstype_UP.mit
blevel_up.mit
cbio_lg.mit
cbio_up.mit
cc_up.mit
chart_in.mit
chart_lg.mit
chart_up.mit
comm_up.mit
corec_up.mit
coref_up.mit
corei_up.mit
corr_lg.mit
corr_sh.mit
corr_up.mit
corrn_up.mit
corrname_in.mit
corrname_lg.mit
corrname_sh.mit
corrname_up.mit
cprs_lg.mit
cprs_up.mit
curr_in.mit
curr_up.mit
dall_lg.mit
Death_lg.mit
death_up.mit
demo_up.mit
dmp2a_in.mit
dmpa2_in.mit
dmpal_in.mit
dmpay_in.mit
doc.mit
doc_up.mit
doc2.mit
donor_lg.mit
donor_up.mit
dpay_lg.mit
dpay_sh.mit
dpjnt_sh.mit
dpldg_up.mit
dpmat_lg.mit
dues_ef.mit
dues_in.mit
dues_lg.mit
dues_sh.mit
dues_up.mit
dues2_ef.mit
dues2_in.mit
duesa_in.mit
duesc_in.mit
duesj_in.mit
duesl_in.mit
duesm_in.mit
duesmb_in.mit
duesmb2_in.mit
duesp_in.mit
duesw_in.mit
duesy_in.mit
duesy2_in.mit
eact_up.mit
ecorn_up.mit
ecorr_up.mit
eeact_up.mit
einc_lg.mit
einc_up.mit
esol_lg.mit
esol_up.mit
Etask_up.mit
evt_lg.mit
evt_up.mit
exp_lg.mit
exp_up.mit
fin_up.mit
gall_lg.mit
gift_ef.mit
gift_in.mit
gift_lg.mit
gift_sh.mit
gift_up.mit
gift2_ef.mit
gift2_in.mit
gifta_in.mit
giftc_in.mit
giftj_in.mit
giftl_in.mit
giftm_in.mit
giftmb_in.mit
giftmb2_in.mit
giftp_in.mit
giftw_in.mit
gifty_in.mit
gifty2_in.mit
gik_up.mit
gitem_lg.mit
gitem_up.mit
gmp2a_in.mit
gmpa2_in.mit
gmpal_in.mit
gmpay_in.mit
gpay_lg.mit
gpay_sh.mit
gpjnt_sh.mit
Gpldg_up.mit
gpmat_lg.mit
guel_up.mit
guest_lg.mit
guest_up.mit
hon_up.mit
itm_lg.mit
itm_up.mit
Jobs_in.mit
jobs_up.mit
Ldall_lg.mit
Lgall_lg.mit
lnkdc_lg.mit
lnkdc_sh.mit
lnkdu_lg.mit
lnkgc_lg.mit
lnkgc_sh.mit
lnkgi_lg.mit
lnkmc_lg.mit
lnkmd_lg.mit
lnkre_lg.mit
lnta_up.mit
lodg_up.mit
look_in.mit
look_up.mit
mcard_in.mit
mcard_up.mit
media_up.mit
memb_up.mit
membenefits_IN.mit
membenefits_UP.mit
membLkup_IN.mit
membLkup_UP.mit
membtypes_in.mit
membtypes_up.mit
memdiscount_in.mit
memdiscount_up.mit
mempub_IN.mit
mempub_UP.mit
NAME_LOOKUP.MIT
Name_up.mit
nat_up.mit
org_lg.mit
org_sh.mit
org_up.mit
pgrat_up.mit
phone_up.mit
Plan_lg.mit
plan_up.mit
prop_lg.mit
prop_up.mit
pub_in.mit
pub_up.mit
pubname_IN.mit
pubname_UP.mit
quid_up.mit
ratin_up.mit
reg_lg.mit
reg_up.mit
Rel_up.mit
reln_up.mit
resea_up.mit
rlvl_up.mit
schl_lg.mit
schl_up.mit
scrn_up.mit
sec_up.mit
slevel_up.mit
sol_in.mit
sol_up.mit
spec_up.mit
spkr_lg.mit
spkr_up.mit
sub_up.mit
task_up.mit
title_in.mit
title_up.mit
tourn_up.mit
trans_up.mit
zip_in.mit
zip_up.mit