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Millennium Release Notes 7.3

System-wide Enhancements

Profiles Enhancements

Profiles Corrections

Reporting Enhancements

Reporting Corrections

Standard Reporting Corrections

Tools Enhancements

Tools Corrections

Database and System Changes

Interface / Database

Function

Description

Both / Both

Online Constituent Directory

A new, extensive, optional Millennium component allows you to construct the Online Constituent Directory website for your institution. A sample website is available, constructed using scripts, form tags, and smart tags. It allows you to use a combination of standard Millennium techniques such as the Customizer to define layouts, and appearance settings to control colors and fonts, and HTML programming principles to adapt the website for your institution's use.

The Online Constituent Directory module includes an online constituent directory, which draws selected information from your Millennium database for display. Constituents may submit new data, or data edits online . Such edits will be available for viewing online immediately, even though it is held in a pending table until your staff reviews the information and accepts it for incorporation into the standard Millennium database. Alternately, such edits may be incorporated without prior review, if that is your institutional preference.

The eDirectory setup functions include a utility that will generate Log On Id's and Passwords which you may distribute to your constituents for their initial visit to the website. When they do so, they will be required to change the password, choose a prompting question, and a personal response, which the system will subsequently use to authenticate any user who has forgotten their password.

Item #

Interface

Function

Description

N/A

Both

Define Search Results Display

Under Tools; System Info; Millennium System Options section, there is a new option allowing you to use the new interface for the Search Results Display. This added feature allows the site (not each individual user) to choose any fields in the Basic Data, Name or Address table to display on the Search Results Screen and to specify the order.   

The Search Results Display contains two lists; Available Column and Saved Column. Each site will be able to add up to twenty fields from the Available Column list to the Saved Column list. When a field is added to the Saved Column list, it will be removed from the Available Column list. The Available Column lists all fields for Basic Data, Name and Address. This list will be retrieved from the fieldlst and will be displayed in alphabetical order by Alias. The interface will allow the Alias to be modified and will be updated in the fieldlst. In addition, a special field for the formatted City/Place/Zip will be added to the list of available columns. The Saved Column list will dictate the order of the display for the search results. Items in the second list can be moved up or down within the list. Please note that the Formatted Name is mandatory and cannot be removed from the Saved Column list but can be moved within the list. In addition, either the field(value) or the field(code) can be moved to the Saved Column list, but not both. Also, if the Alias for a (value) or (code) field has been changed, the Alias will be changed for both. The (value) and the (code) cannot have different Aliases because they point to the same field in the fieldlst.

There are eight buttons on the Search Results Display applet.

Add: Moves the field from the Available Column to the Saved Column. The added field is always put at the bottom of the Saved Column list.

Remove:. Moves the field from the Saved Column to Available Column.

Adding and Removing Fields. Fields can be added by using the Add and Remove buttons, by double-clicking fields in the list, or by using the up/down arrow keys and pressing the Enter key. The fields are always added to the bottom of the Saved Columns list. Fields removed from the Saved Columns list are added back to the Available Columns list in alphabetical order.

Clear All: Removes all the Saved Column except the Formatted Name field.

Move Up:. Moves the selected item in the Saved Column up one row.

Move Down: Moves the selected item in the Saved Column down one row.

Change Alias: Changes the Alias in the field list.

Choose a field from one of the lists. The Field Alias will display in a text box. The Table Name and code/value designation (if present) will be removed from the Alias. Change the Field Alias and click Save. The Alias will be updated in the field list and in the list.

Ok: Saves the Saved Column list to the Sysinfo and system cache.

Cancel: Returns to the Sysinfo page and does not save the changes.

Please note that the current Search Result Display for Windows will be removed and replaced with the likes of Browser.

N/A

Both

Address

The length of Address Line 1 (addrline1), Address Line 2 (addrline2) and Address Line 3 (addrline3) have been extended from 40 characters to 60 characters.

In addition, the addrcass1, addrcass2, and addrcass3 fields within the CorrectAddress portion have been extended from 40 characters to 60 characters .

N/A

Both

Contact Info

A new Contact Info table has been created and allows the ability to be linked to the Relations table. This table would be used to track primary salutation, address & phone information on contacts. While the major intent is primarily for non-constituent corporate contacts, the linked table will be available on all relationships (constituent & non-constituent). Please note this record will only display on the corporation/foundation side of the relationship.

From the Edit Menu a Link Contact Information option will be available. When selected the Linked Contact Information option will display an input form, allowing the data entry operator to enter salutation, address & phone information.

Specific Name fields would be auto-populated from either the Relations (non-constituent) or Names (constituent) rows and would not be entered manually. The name fields will not be presented on insert or edit forms and will not be displayed. Since this is the case, the name will be automatically updated in the Contact Info row, should the name change in either the Relationship (non-constituent) or in the Name (constituent) rows. In addition, the salutation will be auto-populated using the Title and Last Name columns, but can be edited if needed. The salutation will have an override flag associated with it to indicate whether it should be automatically be updated or not. This salutation and address information will display similar to other linked data under the Relationship row.

If the relationship is a constituent relationship, Millennium will present the option to auto-populate the address (but not the phone number) from the preferred address of the Corporation or Foundation (C/F) record. There will be 2 fields in the Contact Info table, the first is a flag to indicate whether this address is to auto-populate and update from the preferred address and the second is a field to contain the key of the address from which the data is taken. If an address is to be auto-populated the address will be the first address found from the related id (relrelatid) with the locator equal to good and mail code 1 (preferred) equal to Y. The option to auto-populate the address will not be available for non-constituent relations/contact info. In addition, ten user-defined Yes/No fields can be used to indicate specific types of contact relationships this person could qualify for.   

Primary reporting functionality will allow printing name and address information on reports. If there is a relationship row which has linked contact information, then this may be used in reporting, otherwise data can be extracted from the Name, Address and Phone Number tables.

The view, contactinfo_full will be available in the database for you to use within the View Generator when creating all new groups. Please note that current User Groups will automatically have this table added to the view and you will need to modify them to remove the contactinfo_full table security if need be.

Issue #

Function

Database

Interface

Screen Layouts

Description

M10339

Favorites

SQL

Windows

Customizer

After having viewed a constituents record in Profiles, then going to Favorites; My Prospects or My Bookmarks and selecting a linked constituent, it would not return you to the selected constituent it, would return you to the profiles record you were previously on.

M10331

Membership

Both

Both

Both

When a constituent had previous memberships that were no longer Active and the Membership Type of the most recent membership record was inactive in the Membership Types Lookup Table the status would show as 'New' instead of Rejoin Upgrade/Downgrade.

In addition, if that Membership was deleted, the next time a Membership was inserted a security error was given.

M10337

Giving

SQL

Both

Customizer

When editing a Match Potential to change it to a Match Pledge, an error would occur.

M10341

Giving Tree Dues Tree

Both

Both

Both

When a joint gift or dues transaction is inserted and the Degrees of Separation are set to 6 on the System Info page and the tree is set to display three fields, the tree displayed the three fields specified, the wrong total amount of the gift but the correct split amounts.

For example,   Gift or Dues Amount entered is $35. The split shows two transactions of $17.50 which is correct, however the total amount that shows is $34.

M10350

Define Defaults

Both

Both

Both

When defining a default on any table, then wanting to go back and remove it, there was no delete button to allow this option.

M10351

Lookup Applets

Both

Both

Both

Original Issue: When selecting a batch in a prompted report, the Value-based (super) Lookup applet did not find the batch number even if it was a valid batch number/letter.

Other Lookup applet functionality:

When doing a partial lookup starting with a letter, the applet displayed all available matches for both the value and the code. This was not the case when there was more than one value or code starting with a number.

M10352 M10368

Comments

Both

Both

Both

When linking data to an existing data row and inserting data in to the comment field, the comment was being cut short.

M10344

Attributes

SQL

Both

Customizer

When defining a filter where attrtype = 'an attrtype code that is not in the lookup tables, or is a partial code, you receive a java.lang exception error.

M10359

Next Search

Both

Both

Customizer

When selecting Next Search from the menu and searching only on a Constituency Type that has no records, it gave a Page Not Found Error.

SS20070

Basic Data

SQL

Both

Customizer

After running the conv73.exe some Basic Data Rows were not displaying when the Screen Layouts were set to Customizer. This was caused by values other than C, F or blank in the coretabltyp field . Now the code looks for C, F, blank, and any other value, which will be interpreted as an individual.

SS20068

Giving Display

SQL

Both

Customizer

When the Screen Layouts were set to Customizer it would take a considerable amount of time to display large amounts of data while intermittently showing an 'out of memory' error in the status bar.

SS20077

Employment

SQL

Both

Customizer

When upgrading from version 7.2.2 to 7.3, The Firm Name showed blank for non-constituent employers. This was because some fields were set to blank and not 'null'. The 7.3.1 system will look for both blank and 'null'.

SS20076

Event Log

Both

Both

Both

When attempting to define a filter for Event Correspondence on the Event Log screen an error was encountered because the template file for that table was missing.

SS20101

Pledge Payment Schedule

Both

Both

Both

Deleting all rows in the Pledge Payment Schedule applet and inserting a new row with $0.00 all buttons were grayed out. An amount of $0.00 should not have been valid.

SS20089

Membership

SQL

Browser

Customizer

memblevel and memcrdnum appear editable, so when changed, a SQL error would show. These fields should not have been editable.

SS20081

Allocation Maintenance

Both

Both

Both

Updating a pledge from a single allocation to a multiple allocation would make the original allocation unspecified, making the pledge remain open, even though all payments were made.

SS20072

Sustainer Pledge Payments

Both

Both

Both

Entering a Sustainer Pledge of $0.00 with monthly payments, the sustainer payment schedule populates the months with the monthly payment amount, however, when viewing the payment schedule it would show blank.

SS20069

Matching Ratios

SQL

Browser

Both

When a gift is entered and the amount was lower than the minimum match amount for the matching company, the matching company insert screen would appear.

SS20092

Define Display

SQL

Browser

Both

Under User Options, Define Display, the cancel button was missing.

SS20103

Actions

SQL

Both

Customizer

Under Prospect, Actions, clicking the Actions Tasks link would take you to the Actions menu and not Tasks menu for that linked constituent.

SS20096

Advanced Search

SQL

Browser

Customizer

When doing an Advanced Search and creating criteria to run, then selecting one of the constituents returned, then clicking Last Search resulted in an error.

SS20041

Next Search

SQL

Browser

Templates

Saving a search result as 'sa' would not save.

SS20121

Address

SQL

Both

Customizer

When using the menu option of Update/Delete, the cursor focus was placed at Address Line 2 and not Address Line 1.

Item #

Function

Description

N/A

eDirectory Reports

Under Tools; Report Groups, a new eDirectory Report Group has been added. This allows Millennium Users to run and save reports for the constituents logging in to the site's Online Directory.

Once the constituent has logged in they will be directed to the Options page. Here they will see a link to View Reports. Once selected, the constituent will see a list of reports that were previously run from within Millennium for them. All reports run to the eDirectory Report Group will be listed under View Reports. To view the list of available reports, click on the View Reports link. The reports are listed alphabetically showing the name of the worktable and date it was run. The reports can be viewed by clicking the name of the saved worktable.

Code: ecomm                                     Value: Online Constituent Directory Reports

M10013

Edit Criteria

When criteria already has two groups and then copying a line of criteria and pasting it in to two other new groups, it would create 2 Group A sections and 2 Group B sections instead of A, B, C, D.

Issue#

Function

Database

Interface

Description

SS20073

New/Create Criteria

Both

Both

New 7.3 report format - Prospect Profiles MILL.rpt was not present on 7.3 install cd.

SS20079

Delete Report

Both

Both

Cannot Save New or Edited reports after deleting an existing Report Group.

SS20083

New/Create Criteria

Both

Both

Custom Profile report formats were listed from Formats/Events instead of Formats/Bio.

SS20084

New/Create Criteria

Both

Both

When running the Batch Control Log - Gifts Report and using the Batch Number as a prompted reply in criteria, it would not find newly added batch numbers in 7.3.

SS20105

Options

Both

Both

When changing the Institution Name under Options, Default, it would also change it on the System Info page.

SS20091

New/Create Criteria

Both

Both

Running reports with Crystal parameters that are stored on machines other than the IIS, when the report was run, it would not access the parameters.

SS20078

Deleting Reports

Both

Windows

When logged in to the Windows client as 'sa' or 'MILLORA', those users would not be able to delete reports owned by them.

SS20074

New/Create Criteria

Both

Both

Daily Report - Gifts and Daily Report - Dues did not correctly display the matched for constituent.

Issue#

Library

Report Name

Database

Interface

Description

N/A

Seating List.rpt

Both

Both

When this report was run, the table numbers showed up in an odd sequence.

SS20074

Daily Report - Gifts.rpt

Both

Both

The subreport for this report was not pulling the 'matched for' constituent information.

Issue

Function

Description

E1.4.4

Campaigns

Constituent Types

A field was added to each of these lookup tables, to support the ability of an institution to flag certain entries for use with the new, optional, Online Constituent Directory module of Millennium. In each table, the field is named table_ecom.

Also, a field named table_ack was added to the Campaigns lookup table to hold wording for an email message to be sent in acknowledgement of an online donation made via the new, optional, Online Constituent Directory module of Millennium. This allows you to customize the text of the messages based on the Campaign to which the donation was designated.

N/A

Group Maintenance

A new check box has been added to the form used to create and edit the settings for database groups, allowing you to grant (or withhold) access to the tables used in the optional Millennium component, Online Constituent Directory. This appears on the form just below the list box for the options for Membership Processing. When this is checked, members of the group have full permissions to all of the pending data tables used in Online Constituent Directory. It does not affect the group's rights to the associated primary data tables.

Issue #

Function

Database

Interface

Description

M10336

Public Synonyms Utility

Oracle

N/A

Running the Public Synonyms.exe did not have the ability to run font_names table.

SS20071

Group Security

Both

Both

When accessing Group Maintenance the millennium Fee and Financial tables were missing.

SS20115

Custom Display Designer - Profiles

SQL

Customizer

Customizing the Planned Gifts form and renaming Distribution to Payout Rate, and inserting the planned gift, the new field would not appear on the form.

SS20075

Custom Display Designer - Events

Oracle

Customizer

Customizing the Event Items form and adding a line item just below the itemtype and itemavail line, the itemtype and itemavail line would be missing.

Interface

Table or Directory

Description

Both

address_pending

This table has been added to hold data as entered by a constituent via the optional Millennium Online Constituent Directory module. This table exactly mimics the layout of the data table with which it is associated. Information is held in this table until it is processed into the primary data table. See Online Constituent Directory.

Both

attribute_pending

This table has been added to hold data as entered by a constituent via the optional Millennium Online Constituent Directory module. This table exactly mimics the layout of the data table with which it is associated. Information is held in this table until it is processed into the primary data table. See Online Constituent Directory.

Both

corebio_pending

This table has been added to hold data as entered by a constituent via the optional Millennium Online Constituent Directory module. This table exactly mimics the layout of the data table with which it is associated. Information is held in this table until it is processed into the primary data table. See Online Constituent Directory.

Both

ecommerce_pending

This table has been added to hold data as entered by a constituent via the optional Millennium Online Constituent Directory module. This table is used to hold information from a visitor to the institution's website, who is not already a constituent, but who wants to make a donation. This table holds information which will be used to create a Basic Data, Name, Address, Phone, and Gift data row for the donor when the data from the pending table is processed and incorporated into the data database. See Online Constituent Directory.

Both

jobs_pending

This table has been added to hold data as entered by a constituent via the optional Millennium Online Constituent Directory module. This table exactly mimics the layout of the data table with which it is associated. Information is held in this table until it is processed into the primary data table. See Online Constituent Directory.

Both

name_pending

This table has been added to hold data as entered by a constituent via the optional Millennium Online Constituent Directory module. This table exactly mimics the layout of the data table with which it is associated. Information is held in this table until it is processed into the primary data table. See Online Constituent Directory.

Both

phone_pending

This table has been added to hold data as entered by a constituent via the optional Millennium Online Constituent Directory module. This table exactly mimics the layout of the data table with which it is associated. Information is held in this table until it is processed into the primary data table. See Online Constituent Directory.

Both

relation_pending

This table has been added to hold data as entered by a constituent via the optional Millennium Online Constituent Directory module. This table exactly mimics the layout of the data table with which it is associated. Information is held in this table until it is processed into the primary data table. See Online Constituent Directory.

Both

school_pending

This table has been added to hold data as entered by a constituent via the optional Millennium Online Constituent Directory module. This table exactly mimics the layout of the data table with which it is associated. Information is held in this table until it is processed into the primary data table. See Online Constituent Directory.

Both

name_types

This lookup table now includes the field table_ecom , which gives you the option to select what name types you want to have available to the constituents adding or editing data through the Online Constituent Directory.

Both

address_types

This lookup table now includes the field table_ecom , which gives you the option to select what address types you want to have available to the constituents adding or editing data through the Online Constituent Directory.

Both

constituent_types

This lookup table now includes the field table_ecom , which gives you the option to select what constituent types you want to have available to the constituents adding or editing data through the Online Constituent Directory.

Both

attribute_types

This lookup table now includes the field table_ecom , which gives you the option to select what attribute types you want to have available to the constituents adding or editing data through the Online Constituent Directory.

Both

contactinfo

This table has been added to hold data that is entered by a constituent via the Link > Contact Info on the Relation screen.

This table now includes the following:

contkey

contid

contdstrct

contterrit

contzone

contaddrfl

contaddrky

contphone

contfaxph

contemail

contflag1

contflag2

contflag3

contflag4

contflag5

contflag6

contflag7

contflag8

contflag9

contflag10

contsource

contlnkfil

contlnkkey

contdate1

contdate2

contmny1

contmny2

contnum1

contnum2

contyesno

contlook1

contlook2

contlook3

conttext

contfnum

contcrdate

contcomm

contdoc

contdate

contuserid

column_name

contugroup

conttitle

contfirst

contmiddle

contlast

contsuffix

contsalut

contsalflg

contsortnm

contntype

contlinkid

contjobttl

contaddrl1

contaddrl2

contaddrl3

contcity

contplace

contcntry

contcounty

contzipcod

contregion

Both

corebio

This table now includes the following:

coreupkey

corepend

core1passw

coreltmout

corestmout

coreattmpt

Both

name

This table now includes nameupkey.

Both

address

This table now includes addrupkey.

Both

attribute

This table now includes attrupkey.

Both

relation

This table now includes relupkey.

Both

jobs

This table now includes jobsupkey.

Both

school

This table now includes schlupkey.

Both

phone

This table now includes phnupkey.

Both

sysinfo

This table now includes the following:

ecomm_pub_00
ecomm_upd_00
ecomm_pub_01
ecomm_upd_01
ecomm_pub_02
ecomm_upd_02
ecomm_pub_03
ecomm_upd_03
ecomm_pub_04
ecomm_upd_04
ecomm_pub_05
ecomm_upd_05
ecomm_pub_06
ecomm_upd_06
ecomm_pub_07
ecomm_upd_07
ecomm_pub_08
ecomm_upd_08
ecomm_pub_26
ecomm_upd_26
ecomm_pub_28
ecomm_upd_28

search_col1

search_col2

search_col3

search_col4

search_col5

search_col6

search_col7

search_col8

search_col9

search_col10

search_col11

search_col12

search_col13

search_col14

search_col15

search_col16

search_col17

search_col18

search_col19

search_col20