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Millennium Release Notes 7.3.1

System-Wide Enhancements

System-Wide Corrections

Profiles Enhancements

Profiles Corrections

Events Enhancements

Events Corrections

Reporting Enhancements

Reporting Corrections

Standard Report Enhancements

Standard Report Corrections

Tools Enhancements

Tools Corrections

IDEA Enhancements / Corrections

Reference Enhancements / Corrections

Database Changes

Issue #

Function

Description

E72

Users Change own Password

Now users (excluding 'sa', 'MILLORA' and 'millennium_admin') are able to change their own passwords through the front end. This is a system setting that will need to be set up by the system administrator through the System Options page first.

New Columns added to the Sysinfo table:

password_user_change

password_frequency

password_min_length

password_min_numeric

password_min_alpha

New Columns added to the Userlist table:

user_password1

user_password2

user_password3

user_passchngdt

user_passchngnow

SQL sites only: please note that 'millennium_admin' has been assigned the system administrators Servers Roles in order to enable this feature.

E322

Set System Defaults / Multiple Defaults per User

A new Prototype_Name table will be created; it will contain the following fields: Default Name, table # of associated default, key of associated default, Username of owning user, active flag.

System Defaults and multiple Defaults will be available where most Defaults are currently available in Profiles and Events. To setup System Defaults, the system administrator (sa or MILLORA) will log into Millennium and go through the process of defining Defaults for each table.

When choosing Define Default from the popup menu, a new form will be displayed that will list all the names of users existing defaults (no name), the System Default, and with the option to create a New Default. Choosing New Default or choosing the System Default will pre-fill the Default form with the values from the System Default, the user will be required to give the new Default a new and unique name. At the top of each default form, a textbox for the Default Name and a checkbox for the active flag will now be included. When creating a new default, the Default Name will be mandatory.

When Insert via Default is selected during data entry, the user will be presented with the active default for that table. A user will be allowed only one active default per table. If during Define Default, the active checkbox is selected the triggers will deactivate any other active defaults defined in that table for that user.

E325

Wildcard Searches

Now Wildcards, percent ( % ) and underscore ( _ ) are available to use with any free text or Value-based Lookup field on most Search, Data Entry or Lookup Table Maintenance forms. They are not available for list boxes (drop-down lists).

The Search forms that allow Wildcards include Profiles and Events, and any Data Entry form that contains a Name Lookup field, including Correspondence, Employment, Relation, Gifts, Dues, Registration, Event Guest, Event Solicitor, Speaker and Organizers. The Name Lookup forms require a partial value in the name field, before the other fields on the form will be used to narrow the search.

The Lookup Table Maintenance forms that allow Wildcards include the following Value-based Lookup Tables; Attribute Types, Chart of Accounts, Dues Batch Numbers, Gift Batch Numbers, Institutions and Solicitation Codes. As do the following Insert/Update Data Entry forms; Attributes, Corebio, Dues, Education, Gifts and Proposals.

Previously, wildcards were already available in Reporting, so any Reports that reference Value-based Lookup fields will have Wildcard capability and can be used while saving non-prompted criteria, or while running prompted criteria. NOTE: At this time, Wildcard characters are not supported in the Run portion of MR. The outcome is unknown if Wildcard characters are passed into MR.

N/A

Caching of Customizer Screens

Increases the speed of the Millennium Displays when utilizing the Customizer Screens. The Customizer will notify the Customizer cache any time a change is made to a Customizer Screen so that the effected screens can be re-cached. In turn, the software will query the cache when building Customizer displays and forms.

N/A

Data Entry Verification

(Improve Error Messages)

Additional data verification has been added to the Millennium Data Entry forms on Insert and Update. This will reduce errors caused by invalid data entry for dates and list box lookups.   

The date verification and formatting will be incorporated only into the Customizer screens for Profiles andEvents on the dates that hold the calendar icon. If an invalid date is entered a warning will pop up stating "The date entered is not valid. Please try again." and will place the cursor in the invalid date field.

The lookup verification will be incorporated into both the Customizer and Templates screens for Profiles andEvents. If a selection is not made in a lookup list box, the system will verify that a blank lookup exists. If a blank lookup exists, it will be entered for that lookup, otherwise, if a blank lookup does not exist, a warning will pop up stating "Please choose a value before continuing." and will place the cursor in the appropriate lookup field.

N/A

Popup Menu Delay

All popup menus will have a half second delay before being displayed. This will avoid the popup menus from being displayed when not desired. In the past when moving about or scrolling around screens the fly-over menu items would popup unnecessarily.

Issue #

Function

Description

N/A

Safari 1.2.4

Is replacing Netscape and will be the only supported Browser for Macintosh users.

NOTE: Internet Explorer will be the only supported Browser for Microsoft Windows users.

SS20199

Flyover Menus

Using Internet Explorer 6 and Sun's Java 1.4.2 and activating a flyover menu and clicking away from it to close it, the menu would keep popping up in a different location.

SS20248

My Millennium

When using Favorites>My Prospects to load many (150 +-) prospects in the Windows client, the hour glass spins and the data never loads.

Item #

Function

Description

E85

Alerts

(Special Instructions Pop-up Box)

This will make data entry in the Profiles World more accurate by allowing users to create special instructions for specific constituents. Once a constituent is selected, you will be able to use the Alerts menu item to create special instructions or notes that will popup the next time that specific constituent's table row is updated or a new one is added. The Alerts menu item can be found between the Display All and Biographical menu items for Browser and Defined Profile and Biographical Data for Windows.

E87

Allow Multiple Stock Transactions

When inserting a Gift or Dues row with a Tender of Securities, on the Securities screen, there will be a new checkbox added to the bottom, named Multiple Securities. When this box is checked and the current Securities screen is inserted another Securities screen will appear, if the Multiple Securities box is once again checked, another Securities screen will appear and so on. If you do not check this box, and insert the current Securities row, no other Securities screens will appear.

Also, under the Transactions menu item from the Edit Menu (fly-over menu) there is a new option to select, Add Securities. This allows you to add additional Securities rows to an already inserted Gift or Dues row. This Transactions menu item will only appear if the current Gift or Dues row you are editing has a Tender of Securities, otherwise it will grayed out.

E326

Link to Existing Rows

Now you can create a link between two preexisting rows. Most Profiles tables that currently allow row links will now allow link to existing rows, thus eliminating the process of creating new rows every time.

A new edit menu item named 'Link to Existing' has been added. Once you select the data row you want to have additional information linked from, you will use the edit (fly-over) menu to select 'Link to Existing', when expanded it will list the specific data types available to link from. When the specific data type is selected several scenarios may occur. If the specific data type is used for that constituent it will automatically go to that data row for that same constituent. If the specific data type is used for other constituents you will be shown the search screen to search for another constituent. If the specific data type is used for the constituent's spouse it will automatically go to that data row for that constituent's spouse. In all scenarios, once you reach the data row you want to link to, you must use the edit (fly-over) menu to either select; Link this <specific data type>, Insert a new Linked <specific data type>, Cancel Linking and Close Menu.

Click here to see a list of Link to Existing menu items and their specific data types

E338

Journal/Correct with Linked Transactions

Under the Millennium System Options on the System Options page a new item (flag) has been added; Automatically Journal Credits and Honors. This flag will be set to 'N' during the upgrade and set to 'Y' in the Sample databases.

If the Automatically Journal Credits and Honors flag is checked ('Y'), then linked Honors and Credits will automatically be journaled during the data entry of a journal transaction. If the flag is not checked ('N'), then linked Honors and Credits will not automatically be journaled and will need to be manually Journaled as done in past releases.

E372

Copy Address to Clipboard

The Copy to Clipboard function is available via the context menu for the specific Address row. This menu is accessed by passing the mouse pointer over the Edit button to the left of that row and choosing Copy to Clipboard. When selected it will copy out the Preferred Name Salutation along with Address Lines 1, 2, and 3, City, State and Zip Code for USA addresses and Preferred Name Salutation along with Address Lines 1, 2, and 3, City, Zip Code (if applicable) and Country. This copy will not be visible to the user, until another application is opened to where you want the Name and Addresses pasted, use the menu item to Paste and your selected Address will appear with the Preferred Name Salutation for the constituent's address you selected for Copy to Clipboard.

NOTE: This feature is only available when using Internet Explorer as your Browser or Windows. It is not available for Safari.

E388

Automatically Check Override Box

On Name and Contact Info pages, when data is entered in to the override fields, the override box will become automatically checked for you.

E400

Preferred Address Warning

If your Site Administrator has chosen to enable the 'Check preferred address' option on the System Options page, there are two scenarios where you may receive the Preferred Address warning. The first scenario is when more than one preferred address is attempted to be entered on a particular constituent, a warning message will popup stating 'This constituent has more that one preferred address, would you like to continue?'. The second scenario is when there is not currently a preferred address for a particular constituent and you attempt to insert the first address row or add an additional address for that constituent and do not check the Preferred Address box, a message will popup stating 'There are no preferred addresses for this constituent, would you like to continue?'. When either of these instances occur, if you select Cancel, it will bring you back to the previous data entry screen for the address you are attempting to Insert or Update, if you select Ok, it will insert the Address as is, allowing you to enter in more than one preferred address or no preferred address. Please note: Seasonal Addresses are not taken into consideration for this feature.

This flag will be set to No during the upgrade and set to Yes in the Sample databases

E404

Point of Origin on Giving Screen

When the current gift or dues screen has already been set to short or mini display, and selecting the context menu to the left of one specific transaction, the menu item under Display shows Detail. When the Detail menu option is selected that single transaction will be shown in detail. To get back to the previous Giving Detail or Dues Detail screen you will need to click on the Explorer menu on the left where it states Giving Detail or Dues Detail. When this function is completed, the screen will place its focus on the transaction that was just selected for Detailed Display. Please note that when the Gift or Dues transaction is towards the top of the screen, the transaction selected for Detail, once returning to the main screen will be placed as the focus on that screen. If a Gift or Dues transaction is towards the bottom, more specifically the last few, it will show that transaction at the middle or bottom of the screen.

N/A

Add Letters to Browser

Now, the Letters functionality is also incorporated into the Browser, where before it only existed in the Windows Client.

To successfully run this feature, you must have rights on your local machine to be able to download/install, otherwise, these components will not function.

N/A

Close Print Screen Automatically

Once the print command is executed from the pop-up Print dialog box, the information will be sent to the printer and the Print dialog box as well as the separate instance of the browser will be closed. If Cancel is selected from the Print Options screen, it will close immediately along with closing the separate browser instance. However, if the Print Options screen is moved aside, the fly-over menus are still available on the second browser instance, allowing Updates or Inserts to the data screens. At this point, the data is written to the database, but, the second browser instance will continue to stay open, not showing the changes on the main screen behind it. When this occurs, and all second instances are closed the main screen will need to be refreshed to show changes.

N/A

Add Number of Rows Returned to the bottom of the Search Results page

When using the Standard Search form and your results return more than one constituent, along with the list of Constituents, the total number of rows returned will display at the bottom of the Search Results page. The statement will read, 'The Search has returned x matches.' where x is the number of rows returned. If your Search Results notify you that 'The maximum display number of 500 names has been reached. Please re-specify the criteria to narrow the search.' the statement will read, 'The Search has returned 500 matches.'

Issue #

Function

Database

Interface

Screen Layouts

Description

M10174

Address

Both

Both

Both

On a company's address screen, Edit, Link Address to individual has all the individuals that are also linked to the company, the additional individuals should not show as a hyperlink on the individual's address screen, just the original company's.

M10204

Giving

Both

Browser

Templates

The system is allowing a write-off to be greater than the balance due on a pledge.

SS20026

Giving Detail

Both

Browser

Templates

Pledge Potential transactions show up on Giving Trends screen as 'Pledges Outstanding' when they aren't committed pledges yet. If the pledge potential was inserted with a credit for spouse and then in the Giving Trends options 'Include Credit' and 'Include Spouse' are selected, the Bar Graph includes the Pledge Potential Credit in the bar graph.

SS20106

Giving Default

Both

Both

Both

Entering a Batch # on the Giving Default then removing it and saving the default without the Batch # still appears when doing a regular insert, but is not there when inserting via default.

SS20112

Giving Detail

Both

Browser

Customizer

After creating a Planned Gift row, use the Link menu option and link a Gift. On the original Planned Gift transaction use Journal and Add Correction. On the Gift transaction row, the hyperlink links to the Journal/void transaction and not the new Planned Gift. This was because on the Planned Gift row, only the Journal/void transaction was showing and not the newly added Planned Gift.

SS20134

Load Search Results

Both

Windows

Both

After completing a search and saving the search results, then loading those saved search results will open in a new screen.

SS20135

Action Tasks

SQL

Browser

Both

When adding an Action linked to a Proposal and then adding a Task to that Action, the Actions Tasks is not indenting as a secondary row under Actions.

SS20149

Pledge Transaction

Both

Both

Both

Inserting a Pledge Transaction Given By someone else, go to the Given By constituent, click on the Payment Schedule, there is only an option for Finished and Cancel. It did not allow you to enter a new one.

SS20182

Giving Detail

SQL

Browser

Customizer

Updates to a Credit Transaction causes the deductible amount to change from the correct amount of $0 to the amount of the payment posted by the original constituent.

SS20183

Pledge Payment

Both

Both

Both

Link menu was not available for Pledge Payments, not allowing Attachments to be linked.

SS20184

Full Profile

SQL

Windows

Both

If the constituent has multiple rows of data, it does not show the data immediately,and in the mean time the header displays and if it is clicked on or moused over, it will cause a script error.

SS20192

Tracking

SQL

Browser

Both

When linking an existing Tracking row to another constituent, and then update that existing Tracking row on the original Constituent's side, it does not update the linked Tracking row.

SS20195

Basic Data

SQL

Both

Both

Changing an Individual to a Corporation and back to an Individual repopulates all Individual information. Based on an enhancement request in a previous version, it was asked to remove all information on the Individual screen when switching back.

SS20198

Employment

SQL

Both

Both

When inserting Employment information for a constituent via default in the Windows Client, the resulting record is displayed with a "Linked Address" that is linked to either an unrelated address or a blank address. This does not happen for a regular insert or in the browser version.

SS20201

Membership

Both

Both

Both

Membership Types with Renewal Setup as Rolling Membership, End of Month Forward receives error 'The dues effective date is invalid' or does not calculate new expiration dates properly on lapsed renewals or downgrades.

SS20209

Employment

SQL

Both

Both

Jobsconame field states it is varchar(75) but the front end only allows 50 characters.

SS20211

Credit for Other

SQL

Both

Customizer

When linking a credit, the screen for the credit insert populates the Giver ID textbox with the Giver ID who's giving the soft credit, it should be blank.

SS20212

Task

SQL

Browser

Templates

Users with 500 or more assigned tasks are not receiving reminders.

SS20213

Giving Detail

Both

Both

Both

Match Credits were not being Journaled when the Match Pledge was Journaled.

SS20215

Define Defaults - Basic Data and Address

Both

Both

Both

Basic Data and Address defined defaults do not populate fields as defined when invoked via Create New Record.

SS20216

Giving Detail

Both

Both

Both

On a match pledge screen, selecting transactions - post matching gift payment (since there is no payment icon), the screen that shows is the Gifts-main update screen, not the gifts - payment screen, even though the application is making a y transaction, so the user cannot see if giftcampyear is correct or even being entered (it's not) - that is a separate defect entry - this one is just for the screen issue.

SS20217

Giving Detail

Both

Both

Both

Entry of gift payment on a match pledge with allocations does not write the giftcampyr to the 'y' transaction row.

SS20218

Attribute - Define/Insert Default

Both

Both

Templates

Defining and inserting attributes via default from the context menu gives an Internet Explorer Script Error.

SS20222

Giving - Define Filter

Both

Both

Both

When defining a filter on the giftrest (purpose) field, the system is not recognizing it as it is putting in a string for the value (ie: 201<CR-101<N).

SS20224

Relations - Define Default

Both

Both

Customizer

Insert via that default for Relations only displays a non-constituent entry screen to enter information and when you populate the form (ie first name, last name) and then click insert, it throws a SQL error. This only happens when Screen Layouts is set to "Customizer". It does not occur if you selected 'Non Constituent' to define the default.

SS20227

Tracking

Both

Both

Both

Attempting to unlink relation rows from Prospect Tracking were unsuccessful.

SS20234

Giving Detail

Both

Both

Both

Journaled match pledge payments do not properly update joint match status to indicate DUE from.

SS20235

Giving Detail

Both

Both

Both

When the Matching Pledge linked to a joint gift is journaled, the (gifttotal) and (giftmctotl) amounts are not reduced by the journaled amount.

SS20238

Fast Giving Entry

Both

Both

Customizer

When entering gifts via fast gift entry, and entering an amount greater than $0, will display a Total of $0 regardless of the dollar amount entered during the fast gift entry process.

SS20239

Giving Detail

SQL

Browser

Both

When inserting a joint pledge the giftnonded field and the gifttnonde field on the joint gift row are populated incorrectly with the amount of the pledge for that constituent rather than 0. This is also true for expectancy and credit transactions.

SS20241

Giving Detail

Oracle

Both

Both

After entering a joint gift transaction with multiple allocations, then going into the original transaction and updating the Effective date, the second allocation for the secondary giver is not updated, and there is no way to update it through Millennium.

SS20242

Employment

Both

Both

Both

When changing the data on the match ratios for a corporation, it reactivates all former employees' Matching Co field (jobsmflag) from 'No' to 'Yes' even though the jobsstatus may not be 'active'.

SS20244

Attributes

Both

Both

Both

When entering attributes, even though all attributes are assigned to a group, no groups appear in value-based lookup in the Search by Attribute Group drop-down when trying to limit the responses by searching in a specific attribute group.

SS20249

Giving Detail

Both

Both

Both

A joint transaction made using tender = credit card shows a secondary row on the primary as well as the secondary constituent's record which is contrary to the documentation.

SS20250

Giving Detail

Both

Both

Both

When trying to use the context menu help on a credit card or gift in kind tendered gift transaction, a page cannot be found, HTTP 404 - File not found message comes up instead of help text.

SS20251

Giving Detail

Both

Both

Customizer

Match Credit transaction shows different amounts in Giving Detail and Linked Giving Detail displays with Screen Layouts on Customizer.

SS20253

Name

Both

Both

Both

Customizing Name form to include "namepubfl" and checking the Publish flag on insert does not populate with Y, the Long Display will show 'No' and the namepubfl field shows 'N'.

SS20254

Giving Detail

Both

Both

Customizer

Enter a joint pledge transaction for a constituent who works for a matching company. Post a payment with a match to the transaction. The resulting display shows the incorrect company matching ratio.

SS20255

Giving Trends

Both

Both

Both

Giving Trends fields "Years Giving", and "Consecutive Years Giving" are incorrect if "Select the beginning month of Fiscal Year:" is set to any month but January.

SS20256

Giving Detail

SQL

Both

Both

When entering a gift on behalf of and in honor of, the gift will be displayed as having been given by the "in honor of" constituent.

SS20259

Giving Detail

Both

Both

Both

Joint pledge payment record missing Quid Pro Quo row.

SS20260

Giving Detail

Oracle

Both

Both

Solicitor link does not appear on 'Benefactors' giving detail when inserting a joint gift from the primary recipient.

SS20270

Giving Detail

SQL

Both

Both

Match field for Mini Display was showing MPL instead of MPOT for Match Potential.

SS20272

Giving Detail

Both

Windows

Customizer

Receipt # (giftrecflg) is not showing when using the Customizer like it does when using HTML Templates.

SS20273

Relations

Oracle

Both

Both

When linking Contact Info to an existing Relationship row, not checking the Override Salutation box will not fill in the contsalut field with the current preferred salutation.

N/A

Address

Both

Both

Customizer

Please note that the following fields are only allowed to be changed during the Edit process after an address row has been inserted, they cannot be forced during the insert process; County, Region, District, Zone, Territory.

N/A

Address

Both

Both

Customizer

Canadian Addresses were not functioning properly when clicking the Map It hyperlink.

Item #

Function

Description

N/A

Add Seating Layout to Browser

Incorporating the same functionality in the Browser that already exists in the Windows Client. This will allow Browser Clients to implement, use and maintain the Events Seating Layout which was previously not available in the Browser.

The new menu item, Seating, will reside under Events in the Explorer menu on the left. When selected, the main window will open and display the standard Activity and Event Header along with the Seating Layout display.

To successfully run this feature, you must have rights on your local machine to be able to download/install, otherwise, these components will not function. In addition, if the Windows Client has at any time ever been used on the current client machine, you must log in to the Windows Client and download the updated files first then close the Windows Client and proceed to the Browser Client to use the Seating feature. On the other hand, if you have used the Windows Client in the past and no longer want to use the Windows Client, you may also uninstall the Windows Client first then log in to the Browser Client.

Issue #

Function

Database

Interface

Description

SS20171

Seating Assignments

Both

Windows

When creating Seating Assignments, all guests may be assigned but the "Guests Unassigned" never states zero.

Item #

Function

Description

N/A

Crystal Reports version 10

Incorporate Crystal 10 runtime into Millennium.

Oracle Only - The Aliases of all tables in Crystal must begin with the Table Name.

N/A

Add Analytical Reports to Browser

This feature will incorporate the same functionality in the Browser that already exists in the Windows Client. This will make it easier for Browser Clients to implement, use and maintain the Analytical Reports which was previously not available in the Browser.

The Millennium OLAP Servers section under the Tools / System Upkeep / System Info page has been available in previous versions, now the functionality is available to apply to the Analytical Reports in the Browser client.

A new menu item, Analytical Reports, will reside under Reporting in the Explorer menu on the left. When selected, the main window will open and display the Analytical Reports header. This page will contain Select Data groups and Select Briefing Books menu items.

To successfully run this feature, you must have rights on your local machine to be able to download/install, otherwise, these components will not function.

N/A

Queue History Manual Refresh

When clicking the first option to view the report history, you will be brought to another screen showing all reports that have run to completion and will be automatically directed to the bottom of that screen. There is also a link at the top and the bottom of the report history page stating 'Click here to refresh the report history for this Queue.'

N/A

Export Options

Under both Edit Criteria and New Criteria some items have been updated to comply with Crystal 10.

Both the Options>Report>Default Export Option section and the Options>Default>File format of data section will now list the following:

Word for Windows

Excel

Excel Record Format

Comma Delimited

Tab Delimited

ASCII Text

PDF Output

Rich Text Format

Under Run Criteria, when the Destination is set to Export, the list will now show the following:

Word for Windows

Excel (XLS)

Excel Record Format (XLS)

Comma Separated Values (CSV)

Tab Separated Values

Text (ASCII)

PDF Output

Rich Text Format

Issue #

Function

Database

Description

SS20196

QueueAdmin.exe

Both

QueueAdmin.exe uninstall option doesn't uninstall properly and leaves the registry key behind.

SS20206

Express Reports

SQL

When running the Attendance List by Activity Report and having a prompted reply for Activity or Event Code using in the list of and saving it as an Express Report, the option to select from a list of Activities or Codes does not exist.

SS20208

New Map

Oracle

Creating a MapPoint pushpin from a worktable shows a message that says "The WORKFILENAME Workfile has   Rows" and does not display a count of the number of rows in the worktable.

SS20233

Create Criteria - Custom Profile

Both

Addraddrdt - Address Date (not addrdate - Change Date) options (complete, month, day, year) are not available when creating criteria in reports. These options were available in previous versions. The only option available is 'Today's Date'.

SS20252

Report Options

Both

Edit or New Criteria; Options > Report and under the section Worktable Format select User Defined and type in the Script Path/Filename then hit OK to save it. Going back in after saving will show User Defined but the Script Path/Filename is blank.

SS20274

Express Reports

Both

Utilizing criteria that contains prompted "between" values and checking "Not Applicable" will not run.

N/A

Queue as a Service

Both

When running the Queue as a Service, and a user chooses Print Preview from the Run screen, the Preview window will not display. Now, a message will appear in the Queue History stating the message 'Print Preview is not available when the Queue is run as a Service.'

Item #

Function

Descriptions

N/A

Global Changes to Reports

The Chart Of Accounts table was removed from reports that were just using it for the account name.

The Solicitation table was removed from reports that were just using it for the solicitation name.

Sortname groups were changed to Sortname plus ID.

Links to left-outer joins were changed where needed.

The alias of tables and set locations were changed to look at the _full view instead of the table.

Deselected Re-import when opening subreports.

N/A

Other Changes to Reports

The Decreased Gifts report was Removed and replaced with Giving Changes by Constituent.

Speaker List by Activity Criteria was added in SQL.

Speaker List by Event Criteria was added in SQL.

Updated Mini-Biographical Export to change the formula for Degree Year to be a number and updated the report description as well. Also, changed the formula to only pull Valid This Month addresses for both Home and Business.

Print Receipts was modified.

N/A

VSE Reports

A new VSE Crystal Format has been installed along with New Criteria.

To use the new VSE reports you must make the change to pull the CAE codes (U, V, W) in order to signify a deferred gift instead of using Class1.

IF YOU STILL USE CLASS1 FOR DEFERRED GIVING, you will use your current criteria (saved under edit criteria) with your old VSE Crystal format and also with the attached new VSE Crystal format for the new section mentioned below. You will need to save your old format with a different name (VSE old).

Please note that if you started using CAE codes for deferred gifts in the middle of the year, you must use the Data Sync utility before running this report so that all deferred gifts entered in this year will be populated with the CAE codes based on the Chart of Accounts code.

Other than using CAE codes for deferred gifts, the main change on this report is the addition of Section 4b.C.2 entitled Additional Matching Gifts Details Matching Gifts Not Directly From a Corporation in Group Footer 1 section l of the Crystal format.

Issue #

Library

Report Name

Database

Description

SS20031

Event

Speaker List by Event

Speaker List by Activity

SQL

Reporting; New Criteria - There was no criteria available for 2 standard event reports; 'Speaker List by Event' and 'Speaker List by Activity'

Item #

Function

Description

E345

Required Fields in Customizer

A Required Check Box has been added to the Custom Display Designer. This check box indicates to the system that this data field is required. This function is only available for non-lookup fields. When the Required check box is selected, an asterisk (*) will be placed next to the field on the data entry form for Profiles and Events. The asterisk will not show on the Customizer screen.

N/A

Value-based Lookup Table Search

While in previous versions you could enter more than 6 characters in the search of a value-based (super) lookup value, the system actually only utilized the first 6 characters for the search, so the value box has been shortened to correspond to what was actually being searched upon.

N/A

Multiple Home Page Report Groups

This will allow multiple Home Page Report Groups to be set under Tools, Report Groups. The Report Groups Code will follow the form 'homeXXX' where 'X' can be any value. All Report Groups that follow this coding scheme will display on the Home Page and will follow the Report Group Security set for that specific Home Page Report.

N/A

List Users Currently Logged In

Browser - Under Tools, System Upkeep, there is a new menu item named View Users. This item provides access to the Logged In Users page, showing the Username, Login Time, and User Group of the users currently logged in to your system.

Windows - Under Tools, System Configuration,there is a new menu item named View Logged In Users. This allows the system administrator to gain access to the Logged In Users page, showing the Username, Login Time, and User Group of the users currently logged in to your system.

N/A

Add Customizer to Browser

Incorporating the same functionality in the Browser that already exists in the Windows Client. This will make it easier for Browser Clients to implement, use and maintain the Customizer Screens as an alternative to templates.

The new menu item, Display Design, will reside under Tools / System Upkeep in the Explorer menu on the left. When selected, the main window will open and display the page titled Custom Display Designer. This page will contain 2 hyperlinks, Profiles Custom Screen Layouts and Events Custom Screen Layouts.

To successfully run this feature, you must have rights on your local machine to be able to download/install, otherwise, these components will not function.

N/A

Add Remaining Screens to Customizer

Search and Lookup Maintenance screens have been added to the Customizer.

Browser - The new menu items, Searches and Lookups, will reside under the Tools / Display Design menu.

Windows - The new menu items, Custom Display Designer - Searches and Custom Display Designer - Lookup Maintenance will reside under the Tools / System Configuration menu.

N/A

CorrectGM Match Parent Table

New Columns added to the Match Parent table within CorrectGM:

mpel08

mpsr01

mpsr02

mpsr03

mpsr04

mppr08

mpprphone

mpprregurl

mpot12

mpvp01

mpvpmin

mpvpper

mpvpmonths

mpvprate

mpat04

mpretratio

mpdistfy

mprest01

mprest02

mprest03

Issue #

Function

Database

Interface

Description

SS20132

Profile Lookups - CAE Categories

Both

Both

CAE Categories does not allow two character codes as stated in the documentation and it should.

SS20165

Custom Display Designer - Giving

Both

Both

Menu item under Profiles>Giving>Gifts>Journal/Write-Off has been changed to include Credits and is now named Journal/Write-Off/Credit Update - Forms.

SS20200

Mergeid

SQL

Both

The Mergeid Utility did not merge non-constituent relationships.

SS20223

Custom Display Designer - Hot Keys

Both

Both

Deleting a saved hot key layout does not remove it from saved form layouts. The systemplate table still contains the customized row even after the customized form has been deleted.

Note: In 7.4, Hot Keys, Add Row, Move Up, Move Down and Delete Row have been disabled since they are not applicable to Hot Keys. To delete the Hot Key for that field, you will want to simply remove the '&' from the Label.

SS20228

Membership Lookups- Membership Type

Both

Both

When inserting a membership that has a defined membership type in the Membership lookup tables of Rolling Membership, End of the Month Forward, Renewal day of 20, and Duration of 6, the system is calculating 18 months instead of 12 months when inserting the Best Fit membership in the automated membership process.

SS20231

Custom Display Designer - Credit Card

Both

Windows

Customizer allows user to alter the Credit Card field (credccnum) from the Credit Card template and then during data entry using tender type of credit card, a script error is encountered upon inserting (or not) the credit card information that remains

SS20232

Custom Display Designer - Fast Data Entry - Main

Both

Windows

After modifying the Fast Data Entry - Main template and then utilizing Fast Gift Entry, an Internet Explorer script error occurs.

SS20246

Custom Display Designer - Prospect - Screening

Both

Windows

After customizing the Screening form, Screening no longer functions properly.

SS20257

Years Utility

Both

Both

1. Number of Consecutive Years of Giving and Numbers of Years Giving are not calculating correctly.

2. Any gift given before the year 1899 will cause the utility to stop running.

3. The memdisp field is not populating correctly.

SS20261

Profile Lookups - Zipcodes

Both

Both

Using wildcards in the State/City fields and leaving the Zipcode blank clears all the fields and doesn't return any results.

SS20275

Batch Control

Both

Both

Gift Batch Report output displays a blank page or HTML code instead of transactions.

N/A

Phonathon Pledge Utility

Both

Both

The Phonathon Pledge Utility had not been updated to increase the length of the Account Number to 30.

Issue #

Function

Database

Interface

Description

SS20197

My Millennium

Both

Both

When creating a new Assignment under the Gifts menu for either Gift, Gift Amount, Gift Account, Honor/Memory, or Solicitor, and selecting the Advanced button, some items on the Advanced Gift Options were grayed out.

SS20207

My Millennium

Both

Browser

Even though the Millennium Agent was installed as part of the Windows Client, when viewing Assignments in the Browser, it would not open and the only way to show the assignments were to install the Agent by going to My Millennium; Agent; Install, where it would tell you that it was already installed.

Issue #

File Name

Description

SS20140

N/A

Browser only - using Show/Hide button for TOC and Search caused Page Not Found error.

SS20157

payments.html

Under the Custom Columns section for Customizer.

When using the Windows Customizer to customize the Giving - Payments screen, please note the change for versions 7.3 and higher. In previous versions, Campaign Year and Solicitation fields were not part of the default payment form, but the parent record information for those fields flowed down to the child records automatically.

Now, the Campaign Year and Solicitation fields were added to the default payment form. Please note that if you plan to remove those items from the Customizer screen in order to retain the familiar form experienced in prior versions, the payment row is not updated with parent record giftcampyr or giftsolic values, it will be blank.

This is the expected functionality; behavior was requested to be able to edit these fields in the payment rows, and did not want them to always automatically be populated from the parent record.

SS20158

giving_detail.html

Under Gift Transaction Field Descriptions for giftallkey & giftkey now state: Payments are linked to each Allocation, via the Pledge Key and not the Allocation Key.

SS20159

Allocation_Data_Maintenance.html

Documentation on Allocations needed to be updated to clarify the process under the section Multiple Allocations Created when the Original is Created.

6. You may enter data as desired in any of the remaining text boxes. The data you enter here will be used for the first of the Allocations, the anchor transaction to which all subsequent allocations are linked, and it will also be used as the default data in the Add Allocation maintenance form that you will use in a later step in the process of creating a multiple allocation transaction. The Purpose text box identifies the Account for this Allocation and when you use its specialized text box to select an entry, several data fields from the Chart of Accounts are copied to the allocation data row. See value-based lookup tables.

7. Click to activate the check box labeled Multiple Allocation.

8. When all data for the transaction appears in the form as desired, click on Insert to create the first of the allocations which will be automatically written to the gifts table.

9. You will automatically be presented with an Add Allocation maintenance form for the second (and subsequent) allocations. That form shows text boxes for the data fields that are available for modification from allocation to allocation, such as Purpose, Campaign, Campaign Year, Classification 1, Classification 2, or Comment. (Your institution may choose to include additional data fields in this set and edit the maintenance form definitions accordingly.) They will each default to the same data contained in those fields in the first allocation. You should edit any of those as desired for the second allocation.

SS20160

Import_Utility.html

Attributes included in an import file will be considered Basic Data Attributes. If Attributes other than on Basic Data screen need to be added, the Add Attribute Utility is to be used.

SS20164

giving_detail.html

Clarified Documentation under the section for Custom Columns. Even though the Customizer allows you to place many more fields into the Allocation display, the same field cannot be displayed both in Gifts-Main and in Gifts-Allocation.

SS20165

giving_detail.html

When updating a custom field for a credit transaction, not only must the Giving-Gifts-Main, Giving-Gifts-Main Insert, and Giving-Gifts-Main Update be customized - the Giving-Gifts-Journal/Write-Off/Credit Update - Forms also must be altered to include the custom field. The Journal/Write-Off/Credit Update - Forms is used to update Credit transactions as well as Journal and Write-Off transactions.

SS20172

User_Defined_Scripts.html

The sample script (testscript.txt) provided in the documentation was incorrect.

SS20191

New_Assignment.html

Some items (Assignments and Variables) were written in the Documentation but were not coded in to the software.

Assignments Removed from Documentation:

Campaign (Daily Campaign Totaling, Annual Fund, Campaign Proposal, Campaign Fulfillment)

Membership (Dues Campaign Totaling)

Events (Guest Planning)

Variables Removed from Documentation:

Prospect Tracking (Prospect Relationship, Research Source)

Assignments Missing from Documentation and Added:

Membership (Membership Status)

Event (Event Guest, Budgeted Guests)

SS20193

current_release73.html

Documentation needed to updated to note that the Mini Display was available for all Profiles tables excluding Gifts and Dues.

SS20204

My_Millennium.html

My Millennium Task Features

Mark Complete - You may mark a Task as complete by selecting the Mark Complete item from the edit menu to the left of the display of the Task. When you do so, if the Due Date is in the past, the system will automatically set the completed date to the current day's date and the completed flag for the data row to 'Y' and remove it from the display. It cannot be today's date or a date in the future as it will not be removed from the display. For example,

1. If the Due Date is in the past (text is red), the Task will disappear when you choose Mark Complete from the context menu.

2. If the Due Date is today's date or in the future (text is green), and the Mark Complete menu item is selected, the Task text will turn black and will remain on the screen until the Due Date has been changed to reflect a date in the past and then selecting the Mark Complete item again.

SS20219

Financial_Reports.html

The thumbnail for the Honor-Memorial Donor Report was incorrect as it was showing totals, however the standard criteria does not include totals.

SS20221

Honor_Data_Maintenance.html

You may also create multiple Honor/Memory Transactions which are all linked to a single Pledge Payment Transaction. The linked Transactions may be any combination of constituent, non-constituent, Honor, or Memory Transactions. To do so, you may create no more than one constituent AND no more than one non-constituent Honor/Memory at the same time that the Payment Transaction is created. Additional Honor/Memory Transactions may be linked by adding either a constituent or a non-constituent Honor/Memory Transaction after the Payment has been created. Let it be known that differing behavior will occur when you either create a Honor/Memory Transaction at the time of the Payment or after the Payment has been made by using the Edit menu item Transactions and locating selecting either Add Honor for Non-Constituent or Add Honor for Constituent.  When a constituent or non-constituent Honor/Memory Transaction is created at the time the Pledge Payment is created, you will see the "Honor for..." or "In Memory of..." then the hyperlink text showing the second constituent's name at the bottom of the main Transaction section. When a constituent or non-constituent Honor/Memory Transaction is created after the Pledge Payment is created, you will see the "Honor for..." or "In Memory of..." then the hyperlink text showing the second constituent's name at the bottom of the Pledge Payment Transaction row.

SS20225

Agents.html

New_Assignment.html

System_Info.html

The help files stated that on the System Info page under Millennium System Options for Assignment Frequency, it will change the frequency of all existing assignments and that is not the case.

Documentation changed to: If a change is made to the Sysinfo assignment frequency field, existing assignments are not changed. The Assignment Service uses both the system option and the individual assignment frequency to determine when an assignment runs. The value that is greater determines how often the assignment is run. If an individual assignment is set at 5 minutes, the sysinfo setting will take precedence, because it is a greater value. Same with an individual assignment interval; if it is higher than the sysinfo field value, the individual setting takes precedence.

SS20245

Lookup_Table_Maintenance.html

To Create a Lookup Table Entry

3. Tab to the Code text box and enter the desired character (up to 6 characters) for the Code. This code must not be a duplicate of any other Code in the same lookup table or you will be given an error message. See the Exceptional Behavior section of this topic for the following lookup tables: Account CAE, Dues Batch Number, Gift Batch Number, Titles, ZIP Code. It is important to refrain from using spaces and special characters in the Lookup Table Code. For example, (&, *, %, !, , , @, #, $, ^).

SS20249

Giving_Display.html

Secondary Giving Tables

There are several secondary tables that hold data that is linked to a primary Giving transaction row. Three of these, Credit Card, Gift in Kind, and Securities deal with additional data concerning the way in which the donation was tendered. For two of these three tables, each primary row for Credit Card and Gift in Kind may have no more than one secondary row. For Securities, each primary row may have multiple secondary rows. When using the standard Long mode of display, this secondary data (if it exists) will be integrated into the Gift or Dues display immediately below the line showing the Tender Type. If the transaction is jointly owned by two constituents, the secondary row will be created for and linked to both 'sides' of the transaction, that being the constituent's side from which you were working from and it's joint row. When that constituent's transaction is displayed, the Credit Card, Gift in Kind or Securities data is incorporated into the main body of the display of the transaction. When the other constituent's transaction is displayed (the constituent whose transaction does NOT 'own' the linked Credit Card, Gift in Kind or Securities data row), the secondary data will be incorporated into the transaction's display, but instead it is displayed below the cross reference information showing the name of the constituent with whom the transaction is joint (the constituent who 'owns' the Credit Card, Gift in Kind, or Securities row.)

N/A

Data_maintenance.html

Attachments.html

Media_reference.html

Attachments must include the file extension (.doc, .jpg, .txt, etc.) when entering the name of the attachment within Millennium.

N/A

Attachments.html

Browser_specs.html

Data_maintenance.html

Easy_ask.html

Mill_intro.html

My_millennium.html

Removed references to Netscape or changed references of Netscape to Safari.

N/A

Option_Functions.html

System_Tables.html

Added the list of standard report parameters.

N/A

Option_Functions.html

With the release of Millennium Version 7.3, a new method of passing parameters from Crystal to Millennium was established, however, this New Parameters information was not included in the online Documentation until version 7.4

N/A

Reporting_world.html

Added a section to list the Key Table Listing for the Standard Library of Reports.

N/A

Export_Worktable.html

Updated the Generic Profiles Worktable Layout.

N/A

Years_Utility.html

Updated the Years Utility documentation to reflect the updated utility.

N/A

Guest_Items.html

When editing a Guest Item the Declined?, Distributed?or Comment fields are the only fields allowed to be edited. You will not be allowed to edit the Item Name, Size, Color or Value. If you want to edit the Item Name, Size, Color and Value, you will need to create a new Item to reflect these changes and delete the current misrepresented Item.

.

Issue #

Function

Database

Table or Directory

Description

M10106

Security

Oracle

When a system administrator sets up security in Millennium for a certain group, then outside Millennium assigns roles through Oracle and goes back in to Millennium and changes the security for those users who also have a role on the Oracle side, all roles through the back end of Oracle change to the default settings.

SS20144

Batch

SQL

Dues

When the trigger checked to see if the batch was closed, it was passing the file number 05 (gifts) and not 08 (dues).

N/A

Address Lines 1, 2, 3 - Length Increased to 60

Both

Event_guest

Speaker

Event

Activity

Increasing the length of address lines 1, 2 and 3 under Events for the Event, Speaker, Event_guest and Activity tables. This will provide consistency throughout Millennium for all address lines.

The 7.4 Upgrade will convert the address lines from 40 to 60. The sample database and Templates will also be converted. However, if using the Customizer, the Event, Guest, Speaker and Activity screens will need to be opened and re-saved to reflect the length changes.