>

Millennium Release Notes 7.1

System-wide Enhancements

Profiles World Enhancements

Profiles World Corrections

Events World Enhancements

Events World Corrections

EIS Enhancements

EIS World Corrections

Reporting World Enhancements

Reporting World Corrections

Tools World Enhancements

Tools World Corrections

Known Issues

Interface - Database

Function

Description

Windows

Agents

The very powerful Agent server feature is now available via the Windows interface, allowing each user to define a set of circumstances in the database that he or she wants an agent to 'watch' for. When the agent detects that the circumstance has occurred, it will notify the user or someone else, in one of several ways, such as an on-screen advisory (delivered either as text or announced audibly by the animated agent character, Merlin), a letter, or an email.

For more complete information on this feature, see the Help topic, Agents. This component is accessed via the item, Agents, in the Profiles World's action toolbar. To use this feature, a user must create Assignments and also set his or her own preferences for the Notification process. When the circumstances of an assignment are met, the system will create an entry in the Advisory table and notify the user.

For example, you might give the agent the assignment of watching the database and notifying you and sending an email to the institution president when the capital campaign reaches a certain total. Or you might set an assignment to notify you (or another office within the institution) when death information is received for constituents.

Windows

Auto Update

A feature has been added to the Windows interface. Now, as soon as you try to access a login form, the Auto Update function compares the components on the local client machine with those stored on the IIS machine. If the IIS components are newer (by version number or date) than the client components, you will be prompted to update those components before logging in.

If you click on Yes, the update will take place immediately and automatically. You will then be automatically be presented with a login form. A log file of the changes will have been written to the client directory on your machine. This file, MillAutoUpdate.txt, will contain an entry for each file that was checked, the Version numbers and dates for the server and client copy of each, and the action (Same version, Same date, Successful update, etc.)

If you click on No, no updates will take place and you will be given a login form.

Browser

Customized Displays

General non-profit institutions may want to make use of the GNP templates which have been included in the installation of Release 7.2. These templates remove some of the elements of the standard display and maintenance forms which are only relevant to educational institutions (such as Basic Data's Preferred Schools, and Preferred Years columns).

These mit files are located in the \Inetpub\WWWRoot\Mill\Template\GNP folder. To make use of any of them, the system administrator may copy the desired mit files to the \Inetpub\WWWRoot\Mill\Template folder.

Browser (IE only)

Log Off

In the Browser interface, when using Microsoft Internet Explorer, closing the browser automatically invokes the Log Off command, logging the user out of the IIS. (This functionality is not available using Netscape.)

All - Oracle

Login

The system will now translate all UserId/User Name input from the login form into uppercase before submitting it to the database.

All

Login

Some enhancements have been made to the login form.

Both Windows and Browser now include the ability to log a user off of the system from another workstation. When you receive the message that login is denied because that User id is active from another location, the login form will also include a check box labeled Log Out. You may re-enter the User id and Password and activate the Log Out check box. Doing so will clear the UserId/User Name from the IIS, allowing you to log onto that or another machine with that UserId/User. This function is not case sensitive, therefore you may use upper or lower case.

Also, the Windows interface's login form now includes a 'Clear' item on it's menu bar which clears the form, and also clears the login information from the Registry for that workstation.

Windows

Executive Users

With Release 7.2, institutions may choose to purchase Executive Seat licenses from Community Brands to enable as many of their Windows interface users as desired to make use of the IDEA components, Mapping and Analytical Reporting.

Millennium's new Mapping function integrates the use of Microsoft's MapPoint software and a generic worktable created in Millennium, to geographically map information, for a wide variety of purposes. This may range from examining giving patterns from a geographic perspective, to planning visits to donors, including driving directions and nearby restaurants. The mapping functions may be performed using a generic worktable generated via the Millennium Reporter, through Profiles' Easy Ask constituent searches, or standard constituent searches. ™

The Analytical Reporting function of Millennium IDEA is an extremely powerful tool that allows you to make a nearly instantaneous analysis of information from your database. This function uses the combined power and speed of Microsoft SQL OLAP services, ProClarity, and Millennium IDEA. ™™

This form of reporting is based on the creation and storage of a subset of information copied from the primary Millennium database, described in IDEA as a Data Group but also sometimes described as a 'data cube'. In addition to the data that is copied from the primary database, the data group also contains some pieces of information that are defined and calculated from that information, such as a constituent's total giving amount. Some of these calculations are pre-calculated information, based on the relationship between the pieces of information that it holds.

All

IIS Lockdown

Millennium Release 7.2 was tested with Microsoft's Internet Information Server Lockdown Wizard (IIS Lockdown and URL Scan) installed. For information on the settings used, see the System Configuration document, Millennium 7.2 System Configuration.doc found at the root of the installation CD for this release.

Posted Date

Reported Problem #

Function

Database

Interface

Description

1/10/02

Multiple IP Addresses

All

Windows

If the IIS machine has multiple IP addresses, the Windows interface is unable to connect to the database.

Interface

Function

Description

All

Basic Data

Two new fields have been added to Basic Data.

corepublsh - This can be used to designate whether a constituent may or may not be included in an online directory. In data entry, this field defaults to 'N'.

coremtchid - Reserved for future use.

Windows

Basic Data Default

When you activate the Define Default item in the context (right-click) menu for Basic Data, you will be shown a pop-up dialog with a list box, prompting you to specify 'Person', 'Corporation', or 'Other'. This allows you to define a default for each of the types of Constituent maintenance forms.

Browser

Correspondence

The Non-constituent button has been placed at the top of the Correspondence Insert form, rather than at the bottom.

All

Custom Bio and Custom Prospect

An additional free text field (Text3) has been added to the Custom Bio and to the Custom Prospect data tables.

All

Data Entry and Display

When a new data row is inserted or edited and you are returned to the display of the data table, the display will be scrolled to show the row you just inserted or edited at the top of the display, unless there are too few additional data rows to fill the scrolling area. In that case, the inserted row will be part of the display, but not necessarily at the very top of the display area.

All

Data Entry and Security

Browser - The Insert, Update, and Delete buttons within the data maintenance forms are now available or not available in accordance with the current user's security permissions.

Windows - The Insert, Update, and Delete items on the context menu for a data table or a specific row are now available or not available in accordance with the current user's security permissions.

Windows

Default

An additional item, Default, has been added to the action toolbar in the Profiles World, permitting data entry via keyboard shortcut keys, using Default definitions.

Windows

Easy Ask Searching

A new search function is available for users of the Windows interface. This feature is powered by the third party software, EasyAsk . From the standard search form in the Profiles World, you may switch to Easy Ask mode and enter questions or instructions in plain, English language terminology. The system will translate your question into an SQL query, submit it, and display the results. You may refine the results set by submitting additional questions and have them applied only to the results of the previous question, if desired. ™

This function uses a dictionary that is the basis for the translation of your question to the actual query statement that is processed. As installed, this dictionary contains some standard definitions that are part of the Easy Ask software product and some Millennium standard definitions. Your institution may make system-wide modifications or additions to the definitions as appropriate. The system will also automatically generate a personal copy of that dictionary, so that each user may create his or her own definitions. For more information, see the topic, Dictionary.

If the question that you pose via Easy Ask is one that will take a significant amount of time to execute, the system will inform you and allow you to cancel or to have the action of the search continue, but in the background. In that case, the Agent notification system will alert you when the search results are available.

Note that this feature requires the purchase of licenses from the third party vendor. Clients who are upgrading to Release 7.2 are given the option of buying licenses and activating this feature for some or all users, or deferring the purchase of the licenses indefinitely. To accommodate this option, each user is identified as Regular (Easy Ask is not available), Regular + Easy Ask (Easy Ask is available), or Executive (Easy Ask and several other components are available). The action bar in the Search dialog form will show the Easy Ask item enabled or disabled in accordance with the setting for the current user.

All

Employment

The Division and the Company Name fields have each been increased in length by 20 characters.

All

Employment

If an Employment Status is set to the standard entry in the Job Status lookup table, 'No Longer at This Position', Code 'no', the Matching Company flag (jobsmflag) will automatically be set to 'N'.

Browser

Fast Data Entry

The Fast Data Entry mode of entering giving transactions in the Browser interface, will now include the display of 'unspecified' pledges and pledge potentials (those created with an amount of $0.)

Browser

Giving Data Maintenance

It is now possible to edit the Comment on a transaction, even though the Gift Ledger flag is set to Y.

Browser

Giving Data Maintenance

The system now permits you to add a Solicitor to an existing transaction with a type of 'Bequest'.

Windows

Giving Display

An indicator has been added to the Giving display that indicates the number of unpaid (open) pledges the constituent has. (The Browser interface already includes this feature.)

Browser

Giving Mini Display

In order to permit sort definitions to be applied to allocations or linked transactions individually within the Mini Display, a new display option is available. From the Millennium Explorer's Profiles World item, the User Options, Display item now includes a check box for 'Group Linked Transactions together in Mini Display.' When that item is not checked, every data row from the Gift or Dues table is shown in the Mini Display as if it were an independent transaction. When that option is checked, pledge payments are grouped with the pledge to which they 'belong', secondary allocations are grouped with the primary transaction, and linked credits are shown with the primary transaction. When grouped for the display, sorting and filtering are applied to the primary transaction and all linked transactions are included or excluded in accordance with the primary. When not grouped for the display, the sorting and filtering definitions are applied to each piece.

All

Giving Pledge Data

When a Pledge is created you are prompted to enter additional information which the system uses to create the initial Payment Schedule for that Pledge. Now, if the Pledge is joint with another constituent, that additional Pledge info will also be copied to the secondary constituent's data row. (Be aware that these data fields reflect the conditions at the time that the Pledge was created, only. The Payment Schedule may have been modified since that time in innumerable ways, which would invalidate the data that is stored in these giving columns.) The affected fields are: giftplgtyp, giftpaycnt, giftstrty, giftstrtm, duesplgtyp, duespaycnt, duesstrty, and duesstrtm.

All

Giving Secondary Tables

A Journal Flag and Date field have been added to each of the linked, secondary Giving tables, to indicate that the row is linked to a transaction that has subsequently been journaled, and the date on which that occurred. These tables are: Credit Card, Gift In Kind, Honoree, Payments, Quid Pro Quo, Receipts, Securities, and Solicitor. The system will automatically fill in this information when the transaction is journaled. When (if) a correcting transaction is entered (either automatically or manually), you will be prompted to create a new version of the linked secondary row, as appropriate.

All

Giving Tree

A new, powerful, graphical display is available for the Gifts and Dues data tables. This display is constructed with the use of third party software by Inxight Software and is sometime described as a 'star chart' or a 'hyperbolic tree'. This display has the capability to categorize and represent all of a constituent's transactions with a series of rectangular boxes positioned graphically around a center node, which shows the sum of those transactions.

• A constituent's transactions are represented in the display, in conformity with the same user options that are in effect for the Giving Trends display.

• The display is dynamic, allowing each user to expand and collapse individual 'branches', to drag the entire tree to variable positions in the display field, or to control the spacing of the display.

• The tree may be organized using a user-controlled set of data fields from the transactions, and may be reorganized dynamically.

• Totals are calculated at each level of the tree display.

In the Browser interface, the Millennium Explorer includes the items Dues Tree, and Giving Tree. In the Windows interface, the tree displays are accessed via the right-click context menu (from the table header) items, Display Dues Tree, or Display Giving Tree. For more information, see Giving Tree.

All

Giving Trends

The user-selected options (such as Include spouse, joint, match, etc.) on the Giving Trends display now apply to the graph and to the charted information shown below the graph. Previously, they were only applied to the graph.

All

Journals

There are enhancements to the journaling process.

It is now possible to journal and add a correcting transaction in a one-step process. The context menu for each transaction (the primary allocation if there are multiple allocations) now includes the item, Journal & Add Correction. When you use this item instead of Journal, the system automatically changes the type of the original to the void version of the original type, and creates the journal version with a negative of the amount, as usual. But now using the new function, the system will prompt for the creation of a new, correcting transaction by presenting an insert form containing a copy of the original transaction's data. You may edit only the portion that is to be changed when you insert the new transaction. (This function is not available for pledge transactions to which payments have already been made.)

When such sets of journal and correcting transactions are displayed, you may set your user Transaction Display Options to show or not show the journals and voids, as before. If you are displaying them, and use the single line display mode, you may now choose to group the correcting transactions with the original, now-journaled transactions, or to have them displayed as independent transactions.

It is now possible to journal individual, secondary allocations from a multi-allocation transaction. This is accomplished from within the allocation applet (Browser) or allocation dialog (Windows). If you have the user option activated to display them, the journal and void are displayed the same way that secondary allocations are displayed. When a secondary allocation is journaled, you must immediately enter a correcting allocation (or multiple allocations) to replace the amount of the journaled allocation to bring the set of allocations into balance. With this functionality, it is also possible to add a comment to an individual allocation as it is being journaled.

It is now possible to journal a Pledge Credit transaction.

All

Membership

To preserve the Membership duration regardless of the timing of the renewal, the rules for the calculation of the Expiration Date of a Membership Renewal are as follows:

Renewal Expiration date is based on the current Expiration Date plus the Duration of the Membership Type. (Expiration timing is maintained, whether the member renews early, on time, or late.)

Windows

Membership

The Automated Membership Process has been fully activated for use in the Windows interface.

All

Names

Some changes have been made to the automatic Name formatting performed by the system.

Previously, an override of the system-generated combined name only prevailed when the constituent had a constituent spouse, and the constituent spouse had a Name row of the same type. With 7.2, if an Override check box is activated, the information entered in the corresponding text box is accepted, regardless of the existence of a Relationship or Name Type.

If a constituent has a Roman numeral in the name suffix, the formatted name will not have a comma (Mr. John Doe IV, not Mr. John Doe, IV).

Windows

Profile Reports

The access to the Profile reports in the Windows interface has been re-labeled. Previously, these on-demand web reports were accessed via the File, Print menu items in the Profiles World. The word 'Print' has been changed to 'Run'. The functionality remains as it was. (Once a report has been selected, the results are displayed on the screen and you may print from that display, if desired.)

Windows

Receipts

The Windows context menu for giving transactions now includes the item, Print Receipt. This allows you to print a receipt for an individual transaction, using the standard format, Print Receipt.rpt. If you want, your institution may customize that Crystal format and replace the standard version.

Windows

Quid Pro Quo Display

Quid Pro Quo information is now included in the Detailed Display of Giving transactions.

All

Relationship

The constituency type and preferred year for the secondary constituent have been added to the long display of a Relationship. When appropriate, a 'deceased' notation has been added to both the long and short display of a Relationship. Thus, the line in the long display that includes the hyperlink could show as: 'Is John Doe, Individual, 1956, Deceased'.

All

Relationship

When a Relationship row is automatically created based on the creation of an Employment row, the Source from the Employment row is now carried over to the Relationship row.

All

Relationship

A change has been made to conditions that trigger the update of the UserId and Last Change Date in a constituent Relationship row. Previously, a change to any data in the row triggered the update of the UserId and Change Date. Now this is true for any data other than the name fields in the Relationship row. (This is to alter the previous situation where a change to information in a Name row for a constituent also changed the UserId and Change Date for both sides of all Relationship rows for the constituent.)

Browser

Relationship Tree

The previous Relation Trees (Family, Corporate, and Prospect) have been replaced by a single, new, graphical display, capable of displaying all of a constituent's Relationships. This display is constructed with the use of third party software by Inxight Software and is sometime described as a 'star chart' or a 'hyperbolic tree'. The tree has many new and robust features, including:

• All of a constituent's relationships are represented in the display, organized by Relationship Group, not just those that conform to a standard list of Relationship Types.

• The display is dynamic, allowing each user to expand and collapse individual 'branches', to drag the entire tree to variable positions in the display field, or to control the spacing of the display.

• The tree may be constructed to a user-controlled number of levels, building the display far beyond the set of Relationships belonging to the original constituent.

• The software can search out a path of linkage from the primary constituent to any other constituent you choose.

• From the display, you may switch to the display of a tree centered on any other constituent in the display, by double-clicking that name.

Note that in order to make use of the tree's full potential, Relationship Groups should be in place for all Relationship Type entries in the lookup table. If your institution has not already been using that field to categorize Relationships Types, we recommend that you do so at this time, and then use the Data Sync utility to apply those group designations to the Relationship data rows in the database.

For additional information, see Relation Tree and Data Sync Utility.

Windows

Save Search Results

It is now possible to save Profile World search results via the Windows interface. When you have performed either a standard search or an Easy Ask search that produced a list of constituents as the search results, you may click the item, Save this Result in the action toolbar at the top of the form. You will be prompted to assign a name to the saved worktable, provide a free text description of it, and you will be shown the date and the number of rows that will be created in the work table. The work tables are created as generic work tables, with the standard layout.

Once named and saved, any of these work tables may be re-opened at a future date in the standard search form, or in the Easy Ask search form, by clicking the Load Prior Result item and locating its name in the list. The work table may also be used in the Millennium Reporter, with the Run Option, Use existing export file.

Windows

Single Line Gift Display

The Windows interface now offers an additional form of display for Gifts and Dues. The Single Line display shows each data row in a single line, using coded information, rather than lookup table values.

Windows

Task Default Definition

The Task Default Definition form now allows you to specify an 'Assign To' name or Id Number.

Browser

Value-based Lookup Tables

Two adjustments have been made to the Value-based (Super) Lookup applet used for data entry.

If you enter information that is a unique, but partial match for an entry in the lookup table, the applet does not appear, and the entry is automatically placed in the data maintenance form. Previously in this situation, the applet appeared with the single, matching entry highlighted and it was necessary to click on OK to accept that entry.

When working in any maintenance form that uses a Value-based lookup applet, it is now the case that if you click on Cancel in the lookup applet, the maintenance form is also canceled.

Windows

Value-based Lookup Tables

Refinements have been made to the behavior of the list box for Value-based lookup table fields in data maintenance forms to bring them to conformity with standard Windows behaviors.

Windows

View Generic Worktable as Search Results

Using the Windows interface, you may now access any saved generic worktable to view via the Search Results display. This may be a worktable that was generated via a Standard Search and then saved, via an Easy Ask search question whose result set was saved, or a generic worktable that was generated by the Millennium Reporter.

Posted Date

Reported Problem #

Function

Database

Interface

Description

1/31/02

53.

Entering a Quid Pro Quo

SQL

All

When entering a Quid, the User Group (quidugroup) field is not populated.

1/10/02

Employment Default

Oracle

All

An error occurs when you attempt to save a Default Definition for Employment.

1/10/02

Customized Screener Template

All

Browser

If the update display template is customized for the Screener data table to include the Custom Lookup1 table, the update form does not show the entries in that table in the pull-down list box.

11/15/02

47.

Membership Dates

Oracle

Browser

In the first step of the Automated Membership process, if you change the Expiration Date to an invalid date, the process neither advances nor produces an error message.

1/10/02

33.

Membership

All

Browser

If a constituent has an inactive Membership data row, and if the Membership Type used in that data row is also inactive, when you attempt to enter a new Membership via Dues processing, a java exception error message results.

11/20/01

Creating Match Credits

All

All

If a transaction is matched by multiple constituents, and if an honor transaction is added to the original after the fact (not as the original is created), then a match credit is only generated for the honor constituent for the first matching transaction, rather than for each matching transaction.

11/20/01

Deleting Match Credit

All

All

If a Match Credit transaction is deleted, the gifttotal on the matching company's transaction is not adjusted correctly.

9/25/01

38.

Deleting Joint Payments

All

All

If a payment on a joint pledge is deleted, the deductible amount on the secondary side is not adjusted correctly.

11/20/01

Names Containing '&'

All

All

When a constituent record is being created, and when the name contains an ampersand, the Name maintenance form substitutes a different character for the ampersand.

11/19/01

Sustainer Pledges

All

All

The system does not permit the creation of multiple allocations for Sustainer Pledges.

11/12/01

Writeoff of Match Potential

All

All

When a Match Potential transaction has a writeoff applied, the amount is not adjusted correctly.

11/12/01

41.

Payment Schedule Security

All

All

If a user has Select but not Insert or Update permission on the Payments table, when a schedule is displayed, no data is shown.

11/12/01

Documentation for System-generated Names

All

All

The description of the system process for creating salutation names incorrectly leads to the conclusion that the system will attempt to create a title, even if one has not been specified in the data, and even if there is no last name.

11/12/01

Documentation for giftmrcvd and duesmrcvd

All

All

The description of the giftmrcvd and duesmrcvd fields incorrectly describes the field as a flag indicating whether the payment has or has not been received. It should read: 'This field will contain a flag of 'M' if the transaction is a match pledge, a match potential, or a pledge payment toward either of those transaction types. '

11/12/01

Pledge Payments

All

Both

If a payment toward a pledge is made by another constituent (resulting in a gift and a pledge credit) and if Correspondence information is entered for the payment, it is not saved. It should be attached to the gift transaction.

10/22/01

40.

Name Formatting

Oracle

Both

If a constituent has a Gender of 'C', and no Name Title, the Salutation Name is shown as the last name, only.

10/22/01

44.

Mini Giving Display

All

Internet

The Mini display of both Gifts and Dues shows any Payment Journals (Type 'yj') twice.

10/22/01

45.

Pledge with Deleted Overpayment

All

Both

When a pledge has both a write-off and an over-payment, and the over-payment is then deleted, the balance on the original transaction is not adjusted correctly.

9/24/01

Gift with Match and Credit for Another

All

Both

When a transaction has multiple matching pledges and you then add a credit for another constituent, matching credits (gifttype = a) are not created for the second constituent for all matching pledges.

9/24/01

35.

Pledge with Credit for Other

SQL

Both

When a gift is entered to pay down another person's pledge and the pledge itself was entered with credit for another constituent, the gifthnrkey of the credit transaction (which pays down the credited person's pledge credit transaction) fails to contain the giftkey of the actual gift. Installation of Release 7.2 automatically recalculates this field in all Gift data rows.

9/24/01

37.

Divorced Spouse

All

Both

When a spousal Relationship is changed to Divorced Spouse, the Marital Status in the Basic Data for the second constituent is not appropriately changed to Divorced.

9/13/01

32.

Deleting Quid Pro Quo

Oracle

Both

When a Quid Pro Quo row is deleted, the Deductible Amount is not increased accordingly.

8/9/01

29.

Inserting large joint Gifts

SQL Server

Both

When inserting a joint gift that is larger than $21, 474,836.48, you receive a 'converting to integer' error.

8/9/01

28.

Formatting name titles

Oracle

Both

When a name with the suffix M.D. is inserted with the overrides for formatted name or combined formatted names are not checked, the title is not changed to Dr. in the formatted or combined name.

8/2/01

27.

Paying joint pledges with odd amounts

All

Both

Payments on joint pledges with odd penny amounts do not correctly total all amount fields.

8/2/01

26.

Writeoffs of Dues or Gifts

All

Both

Writeoffs on multi allocation pledges writes off all allocations regardless of the writeoff amount that is entered.

8/1/01

25.

Upgrading Memberships

All

Both

When a Membership is upgraded, the Membership applet is pulling the minimum amount from the previous Membership rather than the minimum amount from the respective Membership Type lookup table.

8/1/01

24.

Insert Name rows

Oracle

Both

When inserting a Name with suffix that will create a combined name, the suffix is not being attached to the combined formatted name.

8/1/01

23.

Inserting Name rows

Oracle

Both

When entering names on a combined record (both spouses have the same constituent Id), entering the nametype record 'ha' (Husband Preferred) before entering the nametype 'wa' (Wife Preferred), will result in a salutation of 'Mrs. and Mr.'

7/31/01

22.

Inserting Memberships

All

Both

If a user does not have rights to insert, update or delete records in the Membership subsystem and the user attempts to do so, an error occurs in the Transaction Server. This will stop the IIS.

7/31/01

21.

Adding linked Addresses

All

Both

When adding a linked Address and the user's group insert view and select view are not the same, you will get an insufficient privileges error.

7/26/01

20.

Journaling Payments on Sustainer Pledges

All

Windows

When you right-click on a payment to a sustainer pledge and select journal, the whole pledge is journaled, not just the payment.

7/26/01

19.

Back Button in Insert Error

All

Both

When there is an insert error on the following tables, there is no back button on the error screen:
Correspondence
Employment
Actions
Screening
Task

7/26/01

18.

Posting Matches

All

Both

When posting a match, if the match potential is inactive, you only have the option to post a match pledge, If the match potential is active, you have both the match pledge and match potential.

7/26/01

17.

Chart of Accounts Linked Documents

All

Both

When you unlink a document from the chart_of_accounts and then link another document to it, both documents appear to be linked to the record.

7/26/01

16.

Media Table Insert Template

All

Both

The insert template for Media does not include the Source field.

7/26/01

15.

Name Deceased Flag

All

Both

When you edit a constituent's name after they are deceased, the Deceased tag is removed from the display header.

7/26/01

14.

Printed Documentation on Actions Table

All

Both

The printed documentation does not contain the information on the Actions table.

7/25/01

13.

Entering Death Records

All

Both

When entering a Death record, the Corroborated Date is being populated even though the field was blank in the insert form.

7/16/01

12.

Screener Table Custom Fields

All

Browser

After adding custom fields to the screener table long, short, and update templates, the fields only display blanks.

6/28/01

11.

Gift Defaults for Pledges

All

Both

When the pledge information default screen is defined with the conditional check box selected, the setting is not retained during data entry.

6/25/01

10.

Linked credits

All

Both

When deleting a linked credit, Dues or Gifts, the amount of the linked credit will be subtracted twice from the total of the Gift or Dues transaction it is linked to.

6/25/01

9.

Gift Defaults

All

Windows

When you create a default for Gifts with a Batch Number and a Correspondence, the default does not save the values.

6/18/01

7.

Giving Trends

All

Browser

If the Giving Trends options are set:
Include spouse - Y
Include joint - N
Include Pledge - Y
Include Credit - Y

Then pledge credits are not included in the calculation of the total giving amount.

But if the options are set:
Include spouse - Y
Include joint - Y
Include Pledge - Y
Include Credit - Y

Then pledge credits are included in the calculation of the total giving amount.

6/12/01

6.

Editing Batch Numbers

All

Windows

When you right-click on the Gift or Dues row, select edit, change the Batch Number, and click on Update, the Batch Number is changed to blank.

6/12/01

5.

Gift Solicitor

All

Windows

The solicitor label is included in the hyperlink, so you cannot right-click and get a menu to edit the Solicitor.

6/6/01

4.

Letters

SQL Server

Windows

The Gift Thanks letter contains an unrecognized code which results in an error.

6/5/01

3.

Membership Data

All

Browser

In Membership, when you get the Standard Membership Benefits and Optional Membership Benefits on the same page with five Benefit rows, you will get a sliver for the Next button.

6/4/01

2.

Gift Data Entry

All

Both

If an entry in the chart of accounts is inactive (char_actv=N) and has a stop date (chart_stop), a transaction can still be posted to this account. While the account will not appear in the pull-down applet, you can still directly type in the account name and the gift will be inserted.

5/7/01

1.

Entering a Joint Pledge

All

Both

When entering a joint pledge that is an odd amount, the pledged amount on the secondary side is off by a penny.

Interface

Function

Description

All

Activities and Events

The default for the Attended? flag for both the Event Guest row and the Attendance row will now default to checked, when the insert form is presented. You may click to un-check it if desired.

All

Display/Data Entry

In cases where there are multiple data rows from the same table being displayed (such as Solicitors, Organizers, etc.) following data entry or update, you will be returned to the display of that data table, with the row that you just updated shown at the top of the display. This is the case unless there are too few additional rows to scroll the display and position the newly updated row at the top. In that case, the display will include the updated row, but not necessarily at the top of the display.

All

Event Codes

Since the Event Code is embedded in all data rows in all Event tables, in order to preserve data integrity, that Code may not be edited.

All

Event Security

If a user does not have the security rights to insert, update or delete data, the buttons or menu items to do so are now disabled.

Windows

Seating Layout

Enhancements have been made to the Seating Layout functionality, accessed via the Windows interface.

It is now possible to create a stadium-style seating layout for an Activity.

You may now print a room layout, showing the tables and seat assignments for each.

Date

Reported Problem #

Function

Database

Interface

Description

6/25/01

8.

Event Tasks

All

Both

When there is an Event Action with a linked Task and the Event is deleted, the Task was not deleted.

Interface

Function

Description

Browser

EIS Demographic and EIS Prospect Reports

To enhance the stability of the EIS drill down reports all of those reports have been converted from Crystal web report format, to be on-demand reports that produce an HTML display in a new instance of the browser. The formatted information includes interactive links to the corresponding data in the main Millennium browser.

All

Accessing/Saving Report Criteria

When you access or save a report, the name of the report now displays at the top of the form, as a point of reference.

All

Creating/Editing Report Criteria

Some changes have been made to the report form, and the process of creating or editing criteria, in order to streamline the number of screens or windows that are presented.

Previously, when the report form was first presented, the top row included five action items, and the Help item was activated by default. Now, Add is the item that is activated by default, and the New Line item has been moved to the top row, to become the sixth item there. Previously, it was accessed from the set of Add items. Now, you may immediately click on New Line to begin the process of defining a line of criteria.

Previously, Step 1 (identifying a data table) and Step 2 (identifying a data column) were presented and used, one step at a time. They are now shown on the same dialog form. When you select a data table name from the pull-down list, another list box just below it will automatically show the corresponding field names, and the display area beneath those list boxes will show the layout of the edit form for the specified data table. In addition, just below that layout you will be shown a copy of the set of criteria statements that have already been defined for the current report, for reference purposes.

Previously, in Step 3 (choosing a relator), if you had already identified an object, and then changed to a different relator, the object list box was cleared. Now when appropriate, the objects are retained.

All

Crystal Reports

Release 7.2 authorizes the use of Crystal Reports version 8.5 and 8.0.

All

Event Reporting

At Step 3 of constructing report criteria (choosing a comparison and object) using an Activity name, the system will now provide a list of all Activities that have been defined by the institution, in a list box similar to those shown for lookup table columns. The Activity names will be shown alphabetically by name, followed by the name of the Event to which each belongs, in parentheses.

All

Export Worktables

The Millennium Reporter now includes the option to take a generic worktable that it creates by running the selection criteria and automatically convert it to either a Comma Separated or a Tab Delimited export file as part of the process of running a the report. To do this, you must not specify a Crystal format for the report, and you must specify the type of export file you want to create on the Options, Report form. When using this option, the export file will contain exactly the information in the generic worktable.

(Note that you have previously been able to create CSV or Tab Delimited export files as the final output from a Crystal format, as well as several other types of export files. In that case, the contents of the export file may contain more or less information than the generic export table did, according to format's specifications.)

All

Groups

You may now use up to twenty-five report groups per report. Previously, a single report was limited to using a total of ten optional and/or mandatory groups.

Windows

Interactive Reports

A new category of reports has been added to the Windows interface, the Interactive Reports. (These are approximately the same set of reports that have been available via the Browser interface's EIS World). Focusing primarily on Prospect Tracking, these are standard, drill-down reports that are executed on-demand. They are not launched through the Millennium Reporter. When the formatted information is displayed, you may click on certain pieces of information to drill down to view the details that make up that information.

For example, if a report displays a list of Prospect Managers, you may click on a name in the list and the report will automatically show a list of that Manager's Prospects.

All

Publishing Reports

An additional option is available for the publication of formatted report results within the Millennium Reporter. Now, in addition to publishing reports in HTML format, you also have the option of publishing them in PDF format. Both types of report are available for display via the View Reports (Browser) or Published Reports (Windows) items in the Millennium Explorer.

To make use of this option, the Adobe Acrobat Reader must be available on the workstation from which you are accessing Millennium. This is a free, third party software product, which can be downloaded from: http://www.adobe.com/products/acrobat/readstep.html.

Note that there are two distinct Run Destinations involving PDF. This enhancement allows you to publish in PDF format (when using Crystal Formats) and then access the published report results within Millennium. The system does so by automatically launching the Acrobat Reader. There is a second option (not new to this release) that allows you to create export files from within Crystal, in PDF format (or Excel, or any number of other formats).

All

Queue

When running reports at Low priority, and you stop the current report, other low priority reports will now launch in turn. Previously, the report with the status of 'Stopping 'had to be cleared before the next report of low priority would launch.

All

Queue as NT Service

Queues are now installed on a Windows NT or 2000 machine (only) and may be run either as an NT Service, or as a foreground application (as it did previously). Running it as a service allows the Queue to automatically launch and run, without the need for an operator to log onto the machine following a reboot. Two new, related utilities manage this functionality, the Millennium Queue Service (milqueue.exe) and Queue Administration (queueadmin.exe).

All

Queue History Log

The run of each report is now tracked in a log file that is maintained in the Queue directory on each machine that hosts a Queue. They are accessible via a link on the Queue Management display. This log shows a listing of the report criteria that have been executed by that Queue, since the last time the log was cleared or deleted. It shows the criteria name, the Run for User logon, the status (Report completed, etc.), the run date and time, and the number of data rows that were selected. If an error occurred, that information is also noted.

In addition to a link to the display of the report history log, the display also has a link to a function that clears the contents of the log.

All

Queue Management

The information shown in Queue Management previously displayed the 'Report Owner', that being the UserId who created the criteria. It will now display the 'Run For' UserId for the report.

All

Run Options

The wording of some run options have been revised for clarity. Formerly, there were options labeled, Use existing export file? and Save export file? and both pertained to a generic worktable that the Millennium Reporter creates as part of the reporting process. Those options are now labeled, Use existing worktable? and Save worktable? in order to distinguish those processes from the Destination, Export options, which refer to the creation of an export file from within a Crystal Report format. The revised wording is also used in the Prompt form, when it is applicable.

All

Run Options

It is now possible to edit the Report Title and the specification of a Crystal format from the Run Options form. When the form is presented, it will contain the existing information for these elements in text boxes at the top of the form, along with the other options that were previously on that form. You may edit the Report Title by typing, and you may choose an alternate format name from the pull-down list of format names from the same library as the report criteria. When you make these changes via the Run Options form, the changes do not affect the saved version of the report criteria - only the current run of the report. If you want to make permanent changes to the report definition, you must still do so as before, in the main report form.

All

Run Options

When running a report that uses prompted replies, parameters, a Crystal export option, or which saves the generic export work table, the system will now present a single, consolidated form for specifying those options. These were previously presented in a series of pop-up dialog boxes. If none of those elements is used by the report, this form will not be presented. When it is applicable, it will contain only the elements that pertain to the report criteria being run.

All

Report Descripts

Previously, the free text description that could be associated with any set of report criteria was stored in the report criteria table. It will now be stored in the new report_descriptions field in the row in the report_descripts table that corresponds to the report criteria table.

All

Saving Totals and Groups

It is now possible to save a Total definition or any set of criteria statements that have been defined as a Group within a set of criteria, for re-use in another set of criteria. To do so, you must first highlight the header line in the criteria display that identifies the Total or the Group that you want to save. Next, you will use the appropriate item under the File menu - either Save Total, or Save Group. Note that these items are only enabled when the corresponding header line has been highlighted within the criteria.

You will be prompted to assign a name to the saved Total or Group.

All

Standard Reports

The following new standard reports have been added:

Financial Library - New Donor Report

Tracking Library - Donor Research Report by Prospect Manager

Tracking Library - Donor Research Report by Prospect Name

All

Totals

It is now possible to calculate Totals based on either of the two Custom Money fields in the Gifts or Dues tables. These field names are each shown with a radio button, along with the previously available options: Amount, Asset Amount, Pledge Amount, Net Present Value, Deductible Amount, and now Custom Money 1 and Custom Money 2.

Posted Date

Reported Problem #

Function

Database

Interface

Description

1/10/02

Totals

All

Both

When computing Totals using the Include Match or Include Credit option, and when there are multiple allocations, the Totaling function does not include the amount of any match or credit transaction that is associated with any of the secondary allocations.

1/4/02

Deleting Reports

All

Both

When attempting to delete a set of criteria and the name of the saved criteria contains '&', an 'invalid table name' error results.

11/20/01

Deleting Reports

Oracle

Browser

When a report is deleted from the View Report or Edit Report listing, the display does not return to the same Report Group and listing from which the report was just deleted.

11/9/01

Report Criteria

Oracle

Both

When attempting to save a report with a name containing the word, 'for', the criteria appears not to be saved to the database, even though it was saved. It is not accessible through the MR.

9/13/01

Run Report

All

Both

With some versions of the Java virtual machine, when selecting a report via Run Report, the status bar message will say 'Reading Userlist' but the action will appear to hang.

9/13/01

Gift Detail Report

All

Both

When a constituent has exactly the same name as another, the total on this report may be incorrect.

8/10/01

4.

View Reports

All

Both

When logged in as sa or MILLORA, all reports under View Reports are listed as run by the sa or MILLORA. If you select the hyperlink, you get a page not found error.

8/9/01

3.

Deleting Criteria

All

Both

When logged in as sa or MILLORA and attempting to delete criteria owned by another user, you get an error indicating a table owned by MILLORA or sa can not be found.

7/24/01

2.

Gift Reporting

All

Both

Reports selecting gifts using an 'equal to' comparison will not select gifts that have a date with a time between 11:59 pm and 12:00 am.

Interface

Function

Description

All

Add Correspondence Utility

The Add Correspondence Utility now automatically enters any leading zeros for the constituent Id Number.

All

Chart of Accounts

A new field has been added to the Chart of Accounts for future use. When activated, this field may be used as a flag to denote that an account is available for use in online donations.

Windows

Custom Display Designer

It is now possible for the system administrator to make institution-wide customizations to the hot key configuration for data maintenance dialog forms. The Custom Display Designer has a new radio button labeled Hot Keys. In that mode, you may choose an existing field label and then select a different character from the label to use as the hot key by moving the '&' in front of the current hot key character to the position just in front of the desired one.

Windows

Custom Display Designer

Cosmetic adjustments have been made to several of the Millennium default display definitions, including the spacing for Basic Data's Grandparent Year, Basic Data's Match Ratios, Basic Data's Minimum Match, Education's Department. Also, Gender has been removed from the Constituent Relationship forms, and numeric formatting has been applied to Event Lodging's # of Guests.

All

Data Sync Utility

The Data Sync utility now includes the ability to update existing rows in the Report_Descripts table with the current security settings associated with the Report Group for each row, and also the ability to update existing rows in the Relationship data table with the current Group (table_type) information from Relationship Type lookup table entries.

Browser

Diagnostic Utilities

A set of diagnostic utilities have been added which can assist in troubleshooting, and customer support situations.

File Search - Allows you to perform a search of the local machine for any file name or type, from within the Millennium browser.

List Custom - Produces a listing of any customized templates (.mit files), with the date, size and a link to an example for each.

List Millennium DLLs - Produces a snapshot listing of the DLLs contained in the INETPUB/Scripts/Mill directory, showing the name, date, size and version number of each.

List Templates - Produces a listing of all standard templates (.mit files), with the date, size and a link to an example for each.

Test Lookup Cache - Compares a list of the currently cached lookup tables in the IIS to a standard list of expected tables. If any are missing, an error message is shown.

All

Gift and Dues Batch Numbers

Additional fields have been added to the Gift and Dues Batch Numbers lookup tables. These are:
Hash Total (table_hash) - May be used to manually track a total of all transactions in the batch. Information for this field is not system generated.
Membership Cards Processed (table_memb) - A Y/N flag which may be used to manually track whether Membership Cards have been processed for this batch, or not.
Acknowledgement Letters Processed (table_ack) - A Y/N flag which may be used to manually track whether Acknowledgement Letters have been processed for this batch, or not.
Closed Date (table_cldt) - The date on which the batch was closed.

All

Gift Import Utility

The Gift Import Utility now includes the ability to have the Comment field populated with either text that is entered via the utility interface and applied as a standard Comment for all Gift data rows that are created (as previously), or populated with data from the dbf input file (allowing for varying Comments for each Gift data row).
Also, the utility now includes the ability to populate the Classification 1 field in the Gift data row with either a single entry from the Classification 1 lookup table that is standard for all Gift rows created by the utility, or with an entry from that lookup table that is identified in the input file (allowing for varying entries for each Gift data row created by the utility.)

All

Import Utility

Several enhancements have been made to the Import Utility:

The layout of the import file has been changed to accommodate 124 instead of 56 fields. The additional fields include Country, ZIP Code, Locator, and Mailcodes for an Address and Business Address. Also, the additional Education data: Concentrations, Department, Day Granted, Pref Month and Pref Year, and the ability to import a complete, second Education record from the same import file. Also, the additional Death data: Deceased Date, Death Cause, and Death Notify.

The ability to import a tab-delimited file has been added.

The utility will not update business addresses that are linked to an Employment row, or to another address. It will still update business addresses that are not linked, or create new business addresses, as appropriate.

The utility will attempt to match on name information only if that check box is checked. It will match on address information only if the name check box is checked and address field check boxes are checked.

The utility offers the option of archiving and updating addresses.

The utility is 'backwards compatible'. That is, sites who have import data using the prior layout may use those files with the updated utility. New fields will be read as blank values.

All

Membership Type

Changes have been made to the Membership Type lookup table.

A new field (mem_fymnth) has been added, to track the beginning month of the fiscal year, observed by this Membership Type.

A new, standard entry of Fiscal Year End Renewal (FE) has been added to the set of Membership Renewal options in the Membership Type lookup table. This option sets the renewal date to the last day of the current fiscal year.

All

Phonathon Utility

The Phonathon Utility now includes the ability to have the Comment field populated with either text that is entered via the utility interface and applied as a standard Comment for all Gift data rows that are created (as previously), or populated with data from the input file (allowing for varying Comments for each Gift data row).
Also, the utility now includes the ability to populate the Classification 1 field in the Gift data row with either a single entry from the Classification 1 lookup table that is standard for all Gift rows created by the utility, or with an entry from that lookup table that is identified in the input file (allowing for varying entries for each Gift data row created by the utility.)

All

Printers Utility

An existing utility (Printers.exe) which generated a list of the name, driver, and location of each printer that is available to a workstation, has been enhanced. In addition to the list of printers, it also shows a list of the printers that have already been configured within Millennium for use by a queue, and allows you to make changes or corrections to that set of printer configurations for Millennium from the utility interface and have those changes reflected in the System Information page.

Browser

System Administration

Access to certain System Upkeep functions has been restricted. It is now necessary to be logged on as the system administrator (sa - SQL or MILLORA - Oracle) to access the System Info page.

All

System Info

The wording of the Millennium System Settings update form has been modified for clarity. The Assignment Frequency now reads, "Enter the assignment frequency. This determines the amount time, in minutes, that the assignment server waits between assignment runs. The default is 5 minutes."

All

User Maintenance

User Maintenance now includes radio buttons for designating user access to certain of the optional IDEA components. Each user must be designated as 'Regular', 'Regular plus Easy Ask', or 'Executive'. Though these distinctions apply only to the Windows interface, the user designation may be made through either the Browser or Windows User Maintenance function.

Regular - A standard, Millennium user with access to all standard components.
Regular plus Easy Ask - A standard, Millennium user with access to all standard components and the Easy Ask method of performing searches. (Easy Ask is only available via the Windows interface.)
Executive - The user has access to all standard components, Easy Ask, Analytical Reporting, Mapping, and the Palm Pilot connection (when the Palm functionality is available).™

The use of the third party software, EasyAsk requires the purchase of licenses from that vendor, and therefore current clients (whose initial Millennium installation was version 6.0 to 7.1) have the option of purchasing licenses for as many of their users as desired. New clients who purchase and install Millennium 7.2 will have this cost included in the purchase price and all Windows users will be given access to the Easy Ask search.™

Easy Ask, Analytical Reporting, Mapping, and the Palm Pilot connection are all available via the Windows interface (only).

All

Value-based Lookups

When performing maintenance on the Value-based (Super) lookup table entries, it is first necessary to perform a search to limit the display of the entries. You may now use the wildcard character, % to perform that search. For example, to find all Attribute Types that such as Football, Baseball, Basketball, Volleyball, and Harvest Ball, you could enter the text '%ball%' and those entries will be returned.

Windows

View Generator

The View Generator functionality is now available via the Windows interface. (Previously, it was only available via the Browser.) This allows the system administrator to create, edit or delete Views from within the Millennium Tools World. Views allow the site to create a system of security settings for users. For further information, see the topic, View Generator - Windows.

Posted Date

Reported Problem #

Function

Database

Interface

Description

1/4/02

Editing Lookup Table Values

All

All

When a value for a lookup table entry includes a double quote symbol, the update form for the entry truncates the information shown in the value text box at the first double quote.

11/2/01

ZIP Code Update Utility

All

All

The documentation has been changed to reflect the fact that this utility and the text file of updates are both available at no extra cost, without a subscription fee.

Interface

Function

Description

All

Basic Data

New fields have been added to the Basic Data table:

corepublsh- A flag identifying those constituents who should be included or excluded from the Online Constituent Directory.

coremtchid - Reserved for future use.

All

Chart of Accounts

A new field has been added to the Chart of Accounts.

chart_ecom - A flag which may be used to indicate that an account may be used for online donations. (Reserved for future use.)

All

Credit Card

New fields have been added to the Credit Card table:

credjrnlfl - A flag indicating that the transaction to which this row is linked has been journaled.

credjrnldt - The date that the transaction to which this row is linked was journaled.

All

Custombio

A new field has been added to the Custombio table.

cbiotext3 - An additional free text field.

All

Customprospect

A new field has been added to the Customprospect table.

cprstext3 - An additional free text field.

All

Dues

A new field has been added to the Dues table.

duesjcrkey - Maintains the linkage between a journaled and a correcting transaction.

All

Dues

To ensure data integrity, the installation of Release 7.2 includes an automatic re-calculation of the data contained in the following set of columns.
duesmtchid (on Matching Pledge Payments)
duesmtchky
dueshnrkey
duesmptotl
duesmdtotl
duesmctotl
duesnetpv
duesplgtyp (on joint pledges)
duespaycnt (on joint pledges)
duesstrty (on joint pledges)
duesstrtm (on joint pledges)

All

Dues Batch Numbers

New fields have been added to the Dues Batch Number table:

table_hash - A field which may be used to hold any money amount that you want to associate with the batch, probably the sum of the transactions in the batch.

table_memb - A flag which may be used to track whether membership cards have or have not yet been produced for the transactions in this batch.

table_ack - A flag which may be used to track whether acknowledgements have or have not yet been produced for the transactions in this batch.

table_cldt - A field to track the date on which the batch was closed.

Employment

The jobsconame field was increased from 55 to 75 characters.

The jobscodiv field was increased from 40 to 60 characters.

All

Events Tables Indices

An index has been added to the userid field in each of the following tables:

Event Solicitor
Expenses
Guest Items
Items
Organizer
Other Info
Speaker

All

Gift Batch Number

New fields have been added to the Gift Batch Number table:

table_hash - A field which may be used to hold any money amount that you want to associate with the batch, probably the sum of the transactions in the batch.

table_memb - A flag which may be used to track whether membership cards have or have not yet been produced for the transactions in this batch.

table_ack - A flag which may be used to track whether acknowledgements have or have not yet been produced for the transactions in this batch.

table_cldt - A field to track the date on which the batch was closed.

Gift in Kind

New fields have been added to the Gift in Kind table:

gikjrnlfl - A flag indicating that the transaction to which this row is linked has been journaled.

gikjrnldt - The date that the transaction to which this row is linked was journaled.

All

Gifts

A new field has been added to the Gifts table.

giftjcrkey - Maintains the linkage between a journaled and a correcting transaction.

All

Gifts

To ensure data integrity, the installation of Release 7.2 includes an automatic re-calculation of the data contained in the following set of columns.
giftmtchid (on Matching Pledge Payments)
giftmtchky
gifthnrkey
giftmptotl
giftmdtotl
giftmctotl
giftnetpv
giftplgtyp (on joint pledges)
giftpaycnt (on joint pledges)
giftstrty (on joint pledges)
giftstrtm (on joint pledges)

All

Honoree

New fields have been added to the Honoree table:

honjrnlfl - A flag indicating that the transaction to which this row is linked has been journaled.

honjrnldt - The date that the transaction to which this row is linked was journaled.

All

Indices

Since Release 7.01, several indexes have been added, some in Release 7.1 and some in 7.2. Many of these were in anticipation of the 7.2 feature, Agents. Not all were noted in the 7.1 documentation. The following is a list of all indexes added to the software since 7.01.

All

Membership Type

A new field has been added to the Membership Type table:

mem_fymnth - The number of the month for the Membership's fiscal year.

All

Name

The nametext field was increased from 255 to 500 characters.

All

Payments

New fields have been aded to the Payments table:

payjrnlfl - A flag indicating that the transaction to which this row is linked has been journaled.

payjrnldt - The date that the transaction to which this row is linked was journaled.

All

Quid Pro Quo

New fields have been added to the Quid Pro Quo table:

quidjrnfl - A flag indicating that the transaction to which this row is linked has been journaled.

quidjrnldt - The date that the transaction to which this row is linked was journaled.

All

Receipts

New fields have been added to the Receipts table:

recptjrnfl - A flag indicating that the transaction to which this row is linked has been journaled.

recptjrndt - The date that the transaction to which this row is linked was journaled.

All

Relationship Type

The following new, standard entries have been added to the Relationship Type lookup table:

mcmpny - Match Through Company
compny - Company

(These Relationshp Types will be used to support new functionality in a future software release.)

All

Report_Criteria

This new table has been added to the millreports database to store saved lines of criteria that are part of a Total or Group which has been saved for re-use in the Millennium Reporter. The table includes the following columns:

criteria_name - The user-assigned name of the saved Total or Group.
report_type - A flag indicating whether the criteria are used in Profile reporting or Event reporting.
criteria_type - A flag indicating whether the individual lines of criteria are part of a Total or Group.
created_by - A copy of the User Id for the person who saved the criteria.
create_date - The date on which the criteria was saved.
line_number - The position of the individual line of criteria within the set that make up the Total or Group definition.

All

Report_descripts

A new field, report_descriptions, has been added to store the free text associated with the set of report criteria

All

Report_Options

A new field, delimited_export_format, has been added to track a user's default output behavior when no format is selected (no output, tab delimited, or CSV).

All

Securities

New fields have been added to the Securities table:

secjrnlfl - a flag indicating that the transaction to which this row is linked has been journaled.

secjrnldt - The date that the transaction to which this row is linked was journaled.

Solicitor

New fields have been added to the Solicitor table:

gsoljrnlfl - A flag indicating that the transaction to which this row is linked has been journaled.

gsoljrnldt - The date that the transaction to which this row is linked was journaled.

Also, an index has been added.

soliciitior04 (gsolsolid)

Sustainer Payments

New fields have been added to the Sustainer Payments table:

susjrnlfl - A flag indicating that the transaction to which this row is linked has been journaled.

susjrnldt - The date that the transaction to which this row is linked was journaled.

All

SysInfo

A new field has been added to the SysInfo table.

GNP_search - This field is reserved for future use.

Interface

Function

Description

Windows

Easy Ask Searching

There are some known issues with the Easy Ask software that affect it's use in Millennium.

1. You may not form a question such as 'How old is...?' (identifying a constituent.)
2. You may not extend a question and re-enter exactly the same question as initially posed.

All

Membership

If you change the status on a Membership Type to N in the membership_type lookup table, the system still allows you to insert that type if the constituent has that membership type and the system picks it as the "best-fit" membership.

Windows

Events

The system does not permit the creation of a Registration Fee data row until or unless there are Guests attending Activities (and therefore a default Registration Fee can be calculated.)

Windows

Events

The list of Attendees displayed in Seating Layout maintenance may become out of sync with the name of the Activity shown in the header for the Seating Assignment function. This problem is avoided by choosing an Activity in the Millennium Explorer, and then going directly to the Seating Assignments function.

Windows

Correspondence

If a Correspondence data row is inserted without identifying a 'Sent By' constituent, the subsequent Edit maintenance form will be the Non-constituent version.

All

Add Correspondence Utility

The utility does not provide for the creation of Correspondence rows linked to individual Activities within an Event.