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Millennium Release Notes 7.2

Installation Corrections

System-wide Changes

Profiles World Enhancements

Profiles World Corrections

Events World Enhancements

Events World Corrections

Reporting World Enhancements

Reporting World Corrections

Tools World Enhancements

Tools World Corrections

Reference Corrections

Database and System Changes

Interface - Database

Function

Description

Both/Both

Lookup Table Caching

The caching of the lookup tables has been changed from the standard ANSI character set order to a sort that is not case-sensitive. This may affect the order in which lookup table entries appear in pull-down list boxes as compared to previous releases.

Both/Oracle

User Accounts

The default Temporary Tablespace for user database accounts has been switched from MILLREPORTS to TEMP.

Posted Date

Reported Problem #

Function

Database

Interface

Description

Membership Dates

All

Both

To bring certain Membership date fields into conformity with their current definitions, scripts are available as part of 7.2.1 to re-calculate the membtypddt and membinitdt columns, for any Membership rows which contain data in those columns. Membtypddt is the earliest date that the constituent joined a Membership of the same type, and membinitdt is the earliest date that the constituent joined a Membership of any type. Institutions may choose at their option to run either or both scripts, first to print for verification a list of data rows which would change, then (with a minor edit to the script) to re-run them to actually edit the data in the field.

6/13/2002

9.

Update primary Key on report_descripts

All

Both

If you have multiple reports with the same name in the same report group, you will get an error message which states: subquery returned more than 1 value. This is not permitted when the subquery follows =, !=, <, <=, >, >= or when the subquery is used as an expresson.

05/22/2002

8.

Millennium 7.2

System Configuration.doc

All

Both

On page 6 in the URLScan.ini Settings paragraph it currently reads: Comment exe out of Deny Access paragraph of URLScan.ini..

It should read: Comment exe out of DenyExtensions paragraph of URLScan.ini..

05/01/2002

7.

Importing sample database

Oracle 8i only

Both

Importing the orasample 72.dmp results in an error that the user must be a DBA to import the database. The import file was created from a database where the user MILLORA has the DBA role. This in not required for Millennium to function correctly.

5/01/2002

6.

Sample database

SQL Server

Both

The GENERIC and GENERIC_EVENT tables are in lowercase in the millsample database. When adding a new group in group security this will result in an error.

04/26/2002

5.

TS #: 1878

Queue as a Service

All

Both

When setting up a Queue as a service, and checking the Domain Name radio button at the top, it still allows you to check the "Create User on Additional Computer" box below even though the "Additional Computer" box is grayed out.

04/26/2002

4.

Queue and Millennium IIS

All

Both

When installing the Queue on a machine that currently has the Millennium IIS software installed, the Queue installation overwrites the current Millennium IIS installation with the Millennium IIS files from the install CD.

When installing the Millennium IIS on a machine that currently has the Queue software installed, the Millennium IIS installation overwrites the current Queue installation with the Queue files from the install CD.

04/23/2002

3.

Easy Ask

All

Both

For EasyAsk to install correctly the Windows Scripting Host (WSH) must be installed and functional on the IIS.

04/18/2002

2.

Millennium 7.2 System Configuration.doc

All

Both

On page 2 of the Millennium 7.2 System Configuration.doc the information for the Netscape Communicator (Macintosh) is incorrect. The correct information is in the Millennium 72 Software Environment.doc on the installation CD.

04/15/2002

1.

Sample Database SQL Server 2000 Named Instance

SQL Server 2000

Both

The automated install of the sample database will not work if SQL Server 2000 is installed with a named instance. The automated install will report that SQL Server is not installed.

Interface

Function

Description

Both

Added Credit

If a 'Credit for Other' transaction is added to an existing one that was Tendered as Credit Card, Gift in Kind, or Securities, the insert form for the Credit transaction will default to the same Tender Type, but the system will not prompt for the creation of an additional secondary row for Credit Card, Gift in Kind, or Securities linked to the Credit row.

Both

Attachments

In order to enforce the system's security settings for Attachments, the option, Unlink Attachments has been removed from the Special menu (Browser) and the context menu (Windows). You may still perform the functional equivalent by simply deleting individual Attachment rows. Note that the Attachment row only serves as the means of tracking the link from the primary data row to the source file. Deleting the Attachment does not delete the source file.

Both

Basic Data

The system will now interpret any Group other than C/Corporation or F/Foundation that is associated with the Constituent Type as a 'person', for the purpose of choosing the kind of Basic Data display and maintenance forms to be used. (Previously, the group had to be blank.) This allows you to categorize the Constituent Types for people, for your own purposes. Corporations and Foundations must still be C or F to trigger the use of the appropriate forms for Basic Data.

Both

Basic Data Constituency Type

If the Constituency Type is edited in a way that changes the constituent from a person to a corporation or other (based on the information in the Group field of the entries in the Constituent Type lookup table), or vice versa, the system will automatically edit the Basic Data row and remove the data from fields that do not apply to the new Constituent Type.

If the type is changed from Person to Corporation or Other, those fields are: coresex, coremaritl, corechflag, corechnum, corebirthd, coressnum, coreparpyr, coreparsch, coreprefyr, coreprfsch, coreethnic, corebcntry, coregrnpyr.

If the type is changed from Corporation or Other to Person, those fields are: coreindust (Corporation only), corefntype (Foundation/Organization Only), coretotemp, corekwnemp, corealmemp, corerlkey1, corerlkey2, corecorpid, coreallsub, corekwnsub, corepropm1, corepropd1, corepropm2, corepropd2, corepropm3, corepropd3, coremduem1, coremdued1, coremduem2, coremdued2, coremduem3, coremdued3, coremduem4, coremdued4, coremnamt1, coremxamt1, coremrat1, coremnamt2, coremrat2, coremnamt3, coremxamt3, coremrat3, matchcomm, coremtchid.

Windows

Comments

When data is displayed in either the Profiles or Events World, Comments that are part of another data row, or independent Comments display in green.

Both

Default Batch Number

Adjustments have been made to the behavior of the Default Batch # to ensure consistency between the Browser and Windows interfaces. Both now behave as follows:

If you have identified a Default Gift or Dues Batch #, that number is automatically used in the Insert form for Gifts or Dues.

If you also want to use the Default Batch # when Inserting Via Default, you should enter the word, 'DEFAULT' (minus quotes) in the Batch # text box in the form used to create the Gift or Dues default. When you access the default form to create the Gift or Dues row, the default Batch # will automatically have been substituted in the form.

Windows

Gift and Dues Data Entry

Default Account

The Default Account functionality has been activated in the Windows interface. When defining a Gift or Dues default, you may now enter 'DEFAULT' (minus quotes) in the Purpose text box in the form. The system will accept that text, even though it does not match any entry in the Chart of Accounts. When you access the Gift or Dues Default to create a data row, DEFAULT will appear in the Purpose text box. You should not edit that box (or the Acct # text box in the Windows form) unless you want to choose another account other than that constituent's Default Account, as found in the Basic Data row. When you insert the data row, the system will substitute the constituent's Default Account for the Purpose. (This functionality was already available via Browser.)

Both

Linked Addresses

If the non-displaying fields, addrlat, addrlong, addrlot, and addrbarcde are edited, the corresponding fields in any linked Addresses will also be edited. (This functionality is applicable to the use of CorrectAddress.)©

Both

Match Pledge and Match Potential

When creating a Match Pledge or Match Potential, the insert form will no longer use the Check # data from the original as default info for the matching transaction.

Both

Membership Dates

The dates in the Automated Membership Process that are used by default or are calculated based on existing Membership data have had further refinements to ensure consistency.

Browser

Profile Reports

A set of standard, on-demand reports are available from within the Profiles World. From a new 'Reports' button shown in the constituent display header, you are shown a pop-up menu of the names of these reports. When you select one and click OK, the report is immediately executed for the current constituent. The results are displayed in a new instance of the browser, in pdf format, using an Adobe Acrobat viewer. You may use the viewer tools to search the report, print, navigate from page to page, zoom, and otherwise alter your view of the information.

To make use of these reports, the client machine must have Adobe Reader installed. This is a free download, available at http://www.adobe.com/products/acrobat/readstep2.html.

(This compares to the functionality available via the Windows interface's File, Run menu.)

Both

Relation Create Date

To satisfy a conversion need, a change has been made to the internal system trigger which populates the relcrdate field on a linked Relationship. Previously, this was always set to the current date. It is now set to populate that field with the same relcrdate from the primary Relationship row. (Used in the conversion process of historical data.)

Browser

Search Results

It is now possible to save the results of either a standard or an advanced search in the Profiles World. When results are displayed, two buttons are shown below the data, labeled Save Results and Load Results. If you click Save Results, a pop-up window will prompt you to enter a filename for the worktable that will be created, using the generic worktable layout.

Saved search results may be retrieved for display as a Profiles Search results by clicking the Load Results button on the initial search form or on the search results display page. In either case, a pop-up window will display the names of all of the saved search results as well as all saved worktables that were created via the run of a set of criteria in the Reporting World that are 'owned' by your User Id.

Saved search results from the Profiles World may be used in the reporting feature, Use Existing Worktable.

Note that the saved search results worktables are subject to the same 500 row limit that is enforced as a maximum for the search results display.

Both

Spouse Relationship

The system will check and prevent the creation of multiple spousal Relationships. This includes: Spouse; Spouse, Separate Mailing Address; Life Partner; and Life Partner, Separate Mailing Address.

Both

Unspecified Pledge and Pledge Potentials

When 'unspecified' Pledges (those having an amount of $0) or Pledge Potentials are entered, the system will no longer prompt for the input of additional Pledge info, usually used in the creation of entries in the Payment Schedule.

Both

Update/Archive Addresses, Ratings, PG Ratings

The behavior of the Update/Archive function for Addresses, Ratings, or PG Ratings has been enhanced to do the following:

1. If the original data row that is being updated does NOT have a Stop Date filled in when you begin the Update/Archive process, the Start Date that is specified in the insert form for the new data row will be used as the Stop Date of the old row. This will either be the current day's date that the system uses by default, or another date that you entered manually for the Start Date.

2. If the original data row that is being updated already has a Stop Date filled in when you begin the Update/Archive process, that date will not be changed in the original row. It will also be used as a default for the Start Date in the form for the new data row that is being created, though you may edit that date prior to inserting the new data row, if desired.

Both

User Match Options

The system will now only invoke the User Match Option for the treatment of Match Potentials when the original transaction is a Gift/Dues (g) or Pledge Payment (y), (and when the Post Match checkbox is not checked on the original transaction's insert form.) You may still create Match Potential or Match Pledge transactions for other Transaction Types but the system will not automatically search and prompt for them during insert

Both

Volunteer

To avoid confusion, the Volunteer item has been removed from the Millennium Explorer until such time as that data table is activated in Millennium.

Posted Date

Reported Problem #

Function

Database

Interface

Description

06/26/2002

46.

TS#: 1361

Gift display

All

Windows

If a constituent has an exceptionally large number of gifts, accessing the display may result in an overflow error.

06/26/2002

45.

TS#: 2340

Inserting Screeners

All

Windows

When inserting a screener (via default or normal insert), if the name field is left blank, you will get an "SQLExecDirect Error" in the Windows client instead of being prompted to select a Name/ID.

06/26/2002

44.

TS#: 2409

Gift default batch number

All

Windows

If the batch # in the gift default is blank and the batch number default is defined, when you insert a gift using the default, the batch number text box uses the default batch number.

For the new behavior, see Profiles Enhancements, Default Batch Number.

06/21/2002

43.

TS#: 2548

Address types for email and Web sites

All

Windows

In browser, Millennium recognizes any address_type that starts with "email" as an email address and any address_type that starts with "www" as a web address. Windows only recognizes the address_type "email" as an email address and the address_type "www" as a website address.

06/21/2002

42.

Inserting linked addresses

All

Both

When inserting linked addresses the fields addrlat, addrlong, addrlot, and addrbarcde were not being copied from the primary address row to the linked address row. If the non-displaying fields, addrlat, addrlong, addrlot, and addrbarcde are edited, the corresponding fields in any linked addresses will be updated accordingly. (These fields are not part of the standard display or maintenance forms, but are used by CorrectAddress.)

06/19/2002

42.

Inserting Non-constituent Relationships

All

Both

Inserting a non-constituent relation results in the following message:

Server: Msg 30002, Level 16, State , Procedure ti_relation, Line 312 Xñ-.

6/13/2002

41.

TS#:2377

Post Payment Form

All

Windows

The post payment form does not have a text box for the deductible amount.

6/10/2002

40.

TS#: 2292

Address Single Line Display

All

Windows

When you have Addresses in single line display, you cannot access the Phone display.

6/10/2002

39.

TS#:2342

Update Outlook

All

Windows

When you set the update Outlook option to be checked, if you exit Millennium and log into Millennium as the same user, the update Outlook check box is unchecked.

6/10/2002

38.

TS#: 2355

Journal and Correct

All

Both

When you journal and correct, you are not allowed to change the batch number of the journaled transaction.

6/03/2002

37.

TS#: 2270

Single Line Display

All

Windows

When you go to a defined single line display and clear all from the display and click Ok, Millennium will go to the last defined single line display. If you go back to define a single line display, there are no fields in the display.

6/03/2002

36.

TS#: 2271

Inserting Journals

SQL Server

Both

When you click insert several times on the journal screen, Millennium will create a row for each time you click insert. If you delete one of the journals, it will delete that journal and the void. All of the extra journal records remain in the database.

05/31/2002

35.

TS#:2264

Displaying journals and voids

All

Windows

In the Windows client, the display of journals and voids is not responding to the setting for the user option to display or not display journals and voids.

05/31/2002

34.

Advanced Search

All

Browser

When performing an Advanced Search using the Employer Name field (jobsconame), the system does not offer the comparisons, 'contains', 'does not contain', or 'never contains'.

05/31/2002

33.

TS#:2182

Letters

All

Windows

When using the Letters function in the Windows interface on a client machine with Word 97, you get a message stating that you must be using Word 2000.

05/21/2002

32.

TS#: 2146

Match Potential Write-off

All

Both

When a Match Potential is written off, the write-off is not correctly reflected on the original donor's transaction.

05/15/2002

31.

TS#: 2105

Non-constituent Honoree

SQL Server

Windows

When inserting a non-constituent Honoree, the Comment text box only allows you to enter 10 characters.

05/15/2002

28.

TS#: 2104

Posting Pledges

All

Windows

When posting a pledge payment, the correspondence pull-down text box displays the Correspondence Type lookup table rather than the Correspondence Name lookup table.

05/10/2002

27.

TS#: 1989

Membership

SQL Server

Windows

When you enter a membership and you are processing by membership, you will get a type mismatch error. When you enter a membership and you are processing by dues and field(s) on the dues insert screen are left blank, you will get type mismatch error.

05/10/2002

26.

TS#: 2043

Gifts insert

SQL Server

Windows

When inserting a gift and receiving an exact hit on the account number to find the purpose, the purpose box is populated with the correct account, but the account number box becomes blank.

05/10/2002

25.

TS#: 2042

Gifts insert

SQL Server

Windows

When inserting a gift and receiving a partial hit on the account number, there is a list of account numbers returned, and you then you press the down arrow, focus is moved to the next box in the tab order.

05/08/2002

24.

TS#: 2035

Journal and correct

SQL Server

Windows

When using journal and correction in windows, the payment is journaled correctly, however the correction that is created is a bequest and there is a void transaction attached to it.

05/08/2002

23.

TS#: 2013

Event tasks and Outlook

SQL Server

Both

When you have the option to update tasks in Outlook selected and you insert an event task, the task is not added to the task list in Outlook.

05/07/2002

22.

TS#: 1958

Single Line Display

SQL Server

Both

In single line display when you right click and select edit from the menu, nothing happens.

05/07/2002

21.

TS#: 2002

Pledge Payment Schedule

All

Both

When you enter an invalid date in the start date when creating a pledge, no error message results. The pledge schedule is created without due dates on the payment rows.

Note: With 7.2.1, error checking has been added to the giftstrty and duesstrty (Start Year), and giftstrtm and duesstrtm (Start Month). Note that if invalid data is already present in existing pledge rows, any edits to that row (including posting a pledge payment against it) will trigger that error message.

05/07/2002

20.

TS#: 1977

Relation Defaults

SQL Server

Both

When you set defaults for relations to be a non-constituent relation row, inserting using the default returns a SQL 'insert into' error.

05/02/2002

19.

TS#: 1978

Address Defaults

All

Both

Millennium was updating an address whenever any address was inserted using the default because of bad data in the address default.

05/02/2002

18.

TS#: 1978

Update/archive Addresses

SQL Server

Both

If you have linked spouse addresses with one as the preferred address and one not preferred, when you update/archive one, the link disappears and the other spouse address does not update.

Could not duplicate the reported error.

05/02/2002

17.

TS#: 1564

Lookup Tables

All

Windows

When selecting data from lookup tables using values rather than codes and the values are very similar, but using different cases, the code inserted in the data may not be the code for the value selected.

05/02/2002

16.

TS#: 1954

Journaling Gifts and Dues

All

Windows

When journaling a record, you get an Millennium Gift Control dialog that states: *SQL ProessStatment General Error: Login failed for user 'ml'. Login failed for user 'ml'. Statement: DSN=Web SQL;UID=ml;==Select * from name_full WHERE nameid = '0000000262' ORDER BY nametype.

This problem is only on clean installs of Millennium 7.2 (not upgrades).

04/25/2002

15.

Linked Addresses

SQL Server

Both

Updating/archiving a linked address that is linked to only one other address would cause one side of the linked address to be unlinked.

04/24/2002

14.

TS#: 1768

Names

All

Browser

Once a Name row is created with one of the long override Names, if you access an edit form and make other edits, the data in the override text box (past 72 characters) is truncated.

04/24/2002

13.

TS#: 1768

Names

All

Browser

When you get an edit form for a Name row that has a very long name in one of the override text boxes (over 72 characters), the form doesn't include all of the data for that field in that text box - only the portion that can be displayed.

04/24/2002

12.

TS#: 1768

Names

All

Both

You can enter valid data (110 characters) in the salutation, combined salutation, or combined formatted name text box that exceeds the display limit (72 characters). The display should display all 110.

04/23/2002

11.

TS#: 1836

Bequest Transactions

SQL Server

Windows

When entering a bequest transaction, the display shows the word, 'Balance' rather than the word, 'Amount' and the giftamount displays in red, rather than green.

04/22/2002

10.

TS #: 1844

Addresses

All

Windows

When entering an Address with no Utilizations checked, the Address display is blank for Address Utilizations. Should display the word 'None'.

04/22/2002

9.

TS #: 1200

Gifts

SQL Server

Windows

When you add a match pledge/potential or add a credit and you are using the custom date field, the default date in the insert screen is Jan 1, 1900.

04/22/2002

8.

TS #: 1798

Jobs

Oracle

Both

When updating the job status, the industry will be set to blank.

04/16/2002

7.

TS #:1691

Gifts

All

Both

When adding an in-honor transaction to a transaction that has the same 'trnum' but different 'cruser' as another transaction, the honor transaction will be linked to the first found transaction with the matching 'trnum'.

04/15/2002

6.

TS #: 1517

Journaling

All

Both

When journaling a pledge payment transaction on the second allocation, the paid amount on the payment schedule is not updating.

04/15/2002

5.

Membership

All

Browser

Renewal of an active Membership to the same Type is calculating the default Expiration Date as the date of the previous active Membership plus twice the duration of the new.

04/15/2002

4.

Membership

All

Both

Re-joins that change Membership Types are defaulting to simply 'Re-join', not 'Rejoin Upgrade' or 'Rejoin Downgrade'.

04/15/2002

3.

Membership

All

Both

If there is no Renewal Setup Day in the Membership Type lookup table and the Renewal Setup is RF, the default Expiration Date is not correct. It calculates as the Dues Day plus duration, rather than rolling to the first of the month. (Calculates ok if there is a Renewal Day filled in.)

04/15/2002

2.

Correspondence

All

Windows

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

04/15/2002

1.

Membership

All

Both

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.

Interface

Function

Description

Both

Guest Name

A new, standard Name Type has been added to the Profiles World called Event Name (code: 'event'). When a constituent has a Name row of that type and an Event Guest row is being created, the Event Name, rather than the Preferred Name, will be defaulted into Name Tag Line 1 in the form for the Event Guest. The preferred name will still be used for the name text boxes at the top of the form. If no Name row of that type is found, the Preferred Name will be used for both the text boxes at the top of the form and the Name Tag Line 1 text box, as previously.

Browser

Event Guest Display

Activity Items are now being shown with the Event Guest information in the Registration Detail display.

Both

Other Info Display

The Single Line display option has been disabled for the various forms of the Other Info data table (Audio Visual Needs, Lodging, Tourney, etc.)

Posted Date

Reported Problem #

Function

Database

Interface

Description

06/26/2002

11.

TS#: 2111

Registrants with Guests Report

All

Browser

The Events Registrants with Guests report displays a "Page Cannot Be Displayed" message after clicking the hyperlink.

06/26/2002

10.

TS#: 2568

Seating Layout

All

Windows

When using assign all in Seating Assignment to assign Seats to individuals and then using the drag feature to move individuals from one seat to another, individuals who have not been touched will return to the unassigned list (they disappear from their seat!). The drag feature is particular about the placement of the individual over the seat and it appears that after many attempts to place an individual in a seat is when others will return to unassigned and disappear from their seat.

06/26/2002

9.

TS#: 2572

Data Indicators

All

Windows

When inserting rows in the data tables in Events and Activities, the indicator lights will not light until you exit and return to Millennium.

06/26/2002

8.

TS#: 2570

Viewing Activities

All

Windows

If the number of activities to display exceeds the available window in the applet, no scroll bar is available to see the remaining list.

06/26/2002

7.

TS#: 2554

Linked Task

All

Windows

In the event/activity action screens when a linked task is created, a hyperlink is also created to the person's assigned task. If you click on the hyperlink, it takes you to the last profile screen viewed for that person rather than to that person's task screenas expected.

6/13/2002

6.

TS#: 2253

Deleting Events

Oracle

Both

Deleting an Event in Oracle may generate a 'Table is mutating' error message.

6/10/2002

5.

TS#: 2364

Inserting Registration

All

Windows

In the registration process, the 'Attended' checkbox is missing from the Attendance insert form.

5/31/2002

4.

TS#: 2263

Seating Layout

All

Windows

When you have an Attendee for an Activity with stadium seating in the Windows interface and try to assign the Attendee to a seat, you get an automation error.

05/08/2002

3.

TS#: 2027

Registration Custom Templates

All

Browser

When using a custom template that has regyesno field on it and you edit a registration, any changes made to regyesno are not updated.

04/15/2002

2.

Seating Layout

All

Windows

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.

04/15/2002

1.

Registration Fees

All

Windows

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.)

Interface

Function

Description

Both

Event Reports

To avoid an issue with the length of the Event Code (10 characters), the Reporter automatically displays the Event Name rather than the Event Code when constructing report criteria.

Both

Export

The layout of the export file that is generated using the 'Export option when no Crystal format is specified' feature (introduced in Release 7.2) has been adjusted to have the field names listed as the first row of data. This is the case for both CSV and Tab Delimited files.

Both

Print Criteria

Two changes have been made to the Print Criteria function of the Millennium Reporter's Run Options.

The information that is printed via the Print Criteria function now includes both the selected values for any report parameters and any prompted replies that are part of the set of criteria.

When the Print Criteria is activated, if the report destination is a specific printer, the criteria information will also be printed at that printer (rather than at the default printer, as was previously the case.) If the report destination is not a printer, but the criteria are to be printed, the default printer will used.

Both

Saving Worktables

When running a report and you choose to save the worktable, the system prompts you to name the saved worktable by presenting a list of existing table names and a text box for the name you want to re-use or create. With this Service Pack, the list will include the existing worktable names, only. Previously, this list included the names of saved criteria tables.

Posted Date

Reported Problem #

Function

Database

Interface

Description

06/26/2002

7.

TS#: 2187

Displaying reports

All

Windows

At some sites the reports don't appear when you first click on them.

06/21/2002

6.

Export to pdf

All

Both

If you are exporting to pdf on a reporting server without a full install of Crystal, PDF fails to export.

6/13/2002

5.

TS#: 2124

Report Groups

All

Both

If you have multiple reports with the same name in the same report group, you will get an error message stating that the subquery returned more than 1 value.

5/31/2002

4.

TS#: 2172

Creating Criteria

Oracle

Both

When creating new criteria in Oracle, you may receive an error message stating that the data source could not be opened, and that the table or view does not exist. (The report_options table is missing the public synonym.)

5/31/2002

3.

TS#: 1854

Queue as a Service

All

Both

The queue as a service will not add the queue user as a domain user. When you submit a report to the queue running as a service, the report remains idle.

05/14/2002

2.

TS #: 2076

Deleting Reports

SQL Server

Windows

When you delete a report in the windows client, the report is deleted, but the record in report_descripts is not.

04/15/2002

1.

TS #: 1640

Printers

All

Both

When you edit a printer on the sysinfo page with an '&' in the printer_name, a page not found error results.

Interface

Function

Description

Both

Constituent Type Lookup Table

The Basic Data display and maintenance forms vary in accordance with the Group associated with the Constituent Type. Previously, the system looked for a blank Group for persons, a Group code of C (Corporation), or F (Foundation). With Release 7.2.1, the Group may be filled in for persons, to allow you to categorize your Constituent Types for your own purposes. Any Group code OTHER THAN C or F will be interpreted to be a person. This includes a blank Group. Those with a Group code of C or F will continue to be interpreted as Corporations or Foundations.

Windows

Lookup Maintenance

The Comments on the display of lookup table entries now display in green, as in the Comments in data.

Both

Membership Type Lookup Table

The Maintenance form for the Membership Type lookup table has some changes.

The names for the Renewal Setup options have been changed to use the word 'Year' rather than 'Month', for Calendar and Fiscal Year Memberships. Those three options are now labeled:

Calendar Year Membership, End of Year
Calendar Year Membership, First of Year
Fiscal Year Membership, End of Year.

The Deductible Amount text box has been removed from the standard Windows maintenance form for this lookup table, as that field is not currently in use in the software.

Both

System Info

The Millennium Reporting Information on the System Information display now includes 'Default Export Path'. This allows the institution to create a default UNC path location for the export of data via Crystal (not the location of published reports).

Posted Date

Reported Problem #

Function

Database

Interface

Description

06/26/2002

8.

TS#: 2537

Table Maintenance

All

Windows

When inserting a Territory in the Table Maintenance for Profile Lookups and then going over to the Zipcode Table and edit a zipcode, the Territory drop down list is blank.

6/13/2002

7.

TS#: 2382

Changing MILLORA Password

Oracle

Browser

When trying to change the password for the MILLORA User Id only, you get the following message: Display Failed: Couldn't open data source ORA-01017: invalid username/password; logon denied Driver's SQL SetConnectAttr failed.

5/31/2002

6.

TS#: 2278

Generic Import Utility

All

Both

The sample dbf that is provided for use with the Generic Import utility is not updated to include the additional data fields that were added to the utility in 7.2.

5/31/2002

5.

Public synonyms.exe

Oracle

Both

Public synonyms.exe does not create the synonyms for the tables:

REPORT_AGENT
REPORT_CRITERIA
REPORT_GROUPS
REPORT_OPTIONS
REPORT_PARAMETERS

05/13/2002

4.

TS#: 2050

Lookup Table Maintenance

All

Windows

In lookup table maintenance, if you do a search with the sort on code and search by a value, the search will not work.

05/01/2002

3.

TS #: 1914

AssignSummary
Definition.exe

All

Both

The utility does not close when using the X in the upper right-hand corner of the dialog box.

04/30/2002

2.

TS#: 1924

User Security

SQL Server

Browser

When you change a user's password using the Browser interface, the password does not change. Password can be changed in the Windows interface.

04/22/2002

1.

TS#: 1821

Group Security

SQL Server

Windows

In group maintenance, the custom tables for FFB are showing up in the group security component of the windows client. This will cause errors if someone updates group security information.

Posted Date

Reported Problem #

File Name

Description

Correction

Dues_Detail.html

Sustainer Pledge transaction types are available for Gift transactions, and do not apply to Dues. The documentation has been updated to remove references to Sustainer Pledges from the Dues data table and Dues Transaction Type lookup table descriptions.

Correction

Gift_Detail.html

Dues_Detail.html

The description of the Honor transaction type is incomplete. It should read as follows:

'Indicates that a transaction has been made in honor or memory of this constituent. When linked to another transaction, this type is generated by the system and should not be entered manually. Independent Honor transactions may be entered manually.'

Correction

Import_Utility.html

In the file layout for Import.dbf, the names of the business mailcodes did not include the numbers. All were shown as BMAIL rather than BMAIL1, BMAIL2, etc.

Correction

Lookup_Layouts.html

The description of the layout for the Chart of Accounts omitted the custom data fields and the chart_dprt field.

Correction

Mergeid.html

The description of the Merge Id utility now includes information and instruction about the utility's behavior regarding Summary rows. (Summary rows are not moved by the action of Merge Id.)

Correction

Membership_Card.html

The field description section for the Membership Card table incorrectly included a field named 'cardnumber'. This field is not currently part of the Membership Card data table and that reference has been removed.

Correction

Pledge_Reports.html

The description of the criteria for the six Cash Forecast reports incorrectly indicated that only pledges with a balance remaining to be paid would be selected. The criteria selects all transactions with a type of pledge.

Correction

System_Tables.html

The documentation for the system tables now includes the information on the indices for each table.

Correction

User_Defined_Scripts.html

The description of User Defined Scripts now includes information regarding the use of Parameters and the specification of the Custom Workfile Name used.

04/15/2002

1.

Basic_Data.html

The description of the COREREST field in the Basic Data table is incorrect. It states that there should not be a blank in the Chart of Accounts lookup table, when in fact there should be one, though it does not have to be active.

Enhancement

Table of Contents

Report Templates, a new entry in the table of contents for the online Help files makes it easier to access the documentation for the standard Millennium reporting templates.

Interface

Table

Description

All

sysinfo

report_options

A field has been added to the sysinfo and report_options tables, each named default_UNC. These are 128 character columns, used to track the location of the reports that will be used as the default in the Run Options form.

All

report_descripts

The primary index now includes report_group at the end.

All

systemtemplate

The sysstring field increased to 4000 characters.