The following items are included in Millennium 2013. Some items are enhancements to the software, some are changes, and some are corrections. The correction items describe the symptoms that you might have encountered, PRIOR to the installation of this release. Unless otherwise noted, changes and corrections apply to both database platforms.
Enhancements and Changes New in Millennium 2013
ADE and ADE Import Tool Enhancements
- Rows that match existing data exactly can now bypass being written to the pending tables; this allows for much easier import of files that may contain a small number of data changes
- New options added to the bottom of the Data Mapping form allow easier access to all available choices for each table; matching can be done on any unique field so data that is an exact match can be eliminated from any import where there is a unique identifier, not just those with a Millennium ID
- You can now bypass pending tables and automate data posting by using Unattended Mode Settings and selecting the option to run data in auto update mode
- You can now choose which tables you want to auto import and which you want to review
- You can now update all group data automatically at one time, or all the data in one group automatically at one time
Events Enhancements
- Search in Activities and Events is now sortable
Favorites Enhancements
- Enhanced statistical reports are now available for Prospect Managers.
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Millennium Mobile (SMM) Enhancements (formerly IDEA)
- Updated SMM to allow users to Insert data
- SMM or full interface can now be used with iPad device.
- Allowed Gift and Due Details to be viewed from SMM
- Added My Tasks and My Advisories to opening menu of SMM
My Millennium Enhancements
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Added new On-Demand Pipeline Report
Profiles Enhancements
- Added new serial receipts options to support Canadian Receipting requirements
- Added customized workflows for Proposals, Planned Gifts, and Tracking
- Changed Giving Trends to avoid double counting of credit gifts (separated include credits and include pledge credits)
- Allow the display of a photo on the Basic Data screen
- Added pledge payments to Gifts assignments
- Added a wealth engine flag (or current primary flag) to employment to allow users to specify which employment record to send to Wealth Engine
- Re-specified query link will now return to Advanced Search criteria
Reporting Enhancements
- Updated run time version of Crystal reports to 2008
- Limited support for Crystal 2011 report formats
- Allow photo to display in customized reports.
- Allow Queue to open in separate window
System-wide Enhancements
- Implemented paging on some screens to improve display performance
- Enlarged comment
boxes
Tools Enhancements
- Removed executive and regular plus licensing options
- Added Optional display of secondary tables
- Remove and rename tables in navigation menu.
- Removed Easy Ask reference
Corrections included in Millennium 2013
ADE and ADE Import Tool Changes/Corrections
- Data Examiner no longer hangs accepting pending records with a blank coressnum field
- Now able to import internet address using automatic update
- Soft Edit Import Source now does display deleted transactions
- ADE Update/Archive Address; correct start date and stop date now created
- Soft Edit>Insert via default - Default forms no longer displayed twice in some areas
- ADE Import Source no longer reverts to default 'Source - All' when a pending record is deleted
- Can now map (corechflag) using the ADE Import Tool
- Add Import File button now displays the file name once file is attached
- Solicitation code is now inserted using Automatic Update in Data Examiner
- Now able to add matching company with Automatic Update
- Data Examiner now adding the linked address to new address record during Update/Archive
- Data Examiner no longer hangs when updating Comments imported from the OCD containing an apostrophe or carriage return
- Data Examiner Address Update\Archive is now archiving the prior address
Event Changes/Corrections
- Customizing the Event Guest Maintenance screen no longer causes blank title lookup
- Event registration guest detail title is now displaying as a lookup
- Corrected error processing Guest Item Records
- Now able to use a prompted reply in reports
My Millennium Changes/Corrections
- Corporate Relations report now displays in the Profile Reports
Profiles Changes/Corrections
- One-screen view flyover menu now has Insert and Edit for Tracking data
- 'giftorigpl' now displays with formatted $ and commas
- Corrected Write-Off Utility-Native error 102 ”r;Incorrect syntax near 't'
- Pledge transaction now written off from credited constituent
- Data Entry-double hyphen in any amount, money or number field no longer updates every record in table
- Employer name no longer appears with a semi colon before the suffix
- Can now create a Gift Account Assignment if the Account Name has an apostrophe in it
- It is no longer necessary to enter a non-constituent relation or valid ID for Employment; relrelatid can now be blank
- Internet address help link corrected
- When processing pledges, payments are now processed correctly when gifts or dues>payments form contains custom fields
- Error generated editing Dues Lookup1 - 6 corrected
- Sustainer Payment Schedule field ”r;susactive” is now set to Active
- Error Code 264 no longer generated when updating address record
- Payment Schedule no longer deleted when updating pledge
- The body of the notification email response message is no longer missing
- Action Custom Lookup Table 6 now populating with active values
- Pledge credit total and balance are now correct after deleting payment
- Writing off a pledge balance no longer generates Error Code 1422
- Formatting is now displayed in Actions Tasks Comment field
- WealthEngine import no longer reverses the actual and calculated values of income, pension, stock, real estate, and giving fields
- WealthEngine import no longer ignores two import fields
- WealthEngine import no longer strips decimal point from dollar values
- Now able to customize the gifts screen in the one screen view
- Assignments using a worktable no longer fail when collation is different between databases
- Matching ratio display is no longer different between matching company pledge and matched donor
- credapprov column no longer missing from customized credit card insert form
- Now able to save a Sort or Filter with a space in the name
- Posting payment after adding Purpose (giftrest) to Payment screen template no longer generates Error Code 264
- Summaries\Memories table no longer missing from Define Display
- ORA-6502 Error no longer generated defining basic data system default
- Linked tracking relationships header now displays the correct constituent ID/Name
- Now able to connect to Wealth Engine with constituent who has an apostrophe in his or her name
- Solicitation no longer required when entering correspondence name.
- Solicitation search applet no longer ignores case when searching and displaying results
- Planned Gift advisory hyperlink now points correctly and no longer points to Proposal
- Relationship comment now remains when employment record is updated\archived
- IE no longer hangs creating a user sort definition
- Profile Search screen no longer searching on partial value for Alternate ID fields
- When using the Write Letters feature, the full list is now visible
- Section header no longer displays 'No Name Found for ID' for Soft Edit users
- No longer receive error when defining filter using 'giftbatch' field
- Internet address fields can now be copied to clipboard
- When editing a lookup code to inactive status, no longer receive error code 207 - Invalid column name 'gifttype'
- Deleting journal transaction on journaled pledge no longer leaves orphaned payments
- Deleting overpayments no longer leaves incorrect pledge balance
- Print button no longer prints entire giving detail when Display option is chosen on a single Gift Detail
- Sorts now remain active on Actions Tasks after IIS is reset
- Female preferred combined name displays correctly when name title is Dr. and suffix is blank
- Searching on Company no longer returns all constituents who work for a company name that begins with the first word
- Show/Hide Payments now returns to the specific pledge transaction
- Circle Definition wildcard search (%) now returns results in ascending order
- Calendars now continue working when the Prospects Planned Gifts screen layout is customized
- Java.io.IOException error no longer generated when defining a filter that selects on a lookup field that contains an ampersand in the value
Report Changes/Corrections
- Reports log file now updates even when 0 records are selected by a report
- Worktable list now sorted on report submission screen
- Print Criteria now working when format not specified
- Users default queue is now updating correctly when the Group default queue is updated
- Criteria containing 'check box' prompts will now run when 'not applicable' is checked
- Number parameter now displays properly if run with a 6 digit number
- Now able to use existing worktable when queue points to replicated database
- Criteria is no longer overwritten for reports having same report table name
- All Custom Lookups are now printing
- Underscore '_' wildcard now works
- Totals no longer copied to totals marked 'not applicable to this report' in Generic
- No longer receive Native Error: 102 when running report to standard export worktable format
- All lookup values are now available for selection in reporting
- Now able to view express reports using custom formats
- Can now produce output to HP printers using advanced PCL drivers
- When report criteria are selected from a super lookup java applet window, the report no longer fails
- Reports now return results when running for activities that have parenthesis in the value
- Prompted values are now being passed to Crystal
- Printer option available in reports no longer set for export only
- The table_val from the tasks_type table is now displayed in report output
- corebio_lookup4 table_val is now displayed in report output
- Gift Batch prompted values can now be edited and saved in Express Reports
System Wide Changes/Corrections
- Characters are now displayed when the last character contains an accent
- Super lookups no longer allow entry of inactive codes
- Hot keys are now functioning
Tools Changes/Corrections
- SPS - Joint pledges now process the total amount due via the Pledge Payment Processing tool
- System Alert now displays the time that the user can log back in correctly
- Search for constituent name in Correct GM now correctly displays matching entities name instead of city
- Customizer control no longer re-installs every time it is accessed