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ADE and ADE Import Tool Enhancements
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What's New and Resolved Issues
The following items are included in Millennium 2015.1. Some items are enhancements to the software, some are changes, and some are corrections.
What's New in Millennium 2015.1
What's New
Advanced Data Examiner and ADE Import Tool
| Function | Description |
|---|---|
| Initium Instant Address |
Additional fields have been added for Initium Instant Address: Status, Date, Verification, and Detailed Status. See Database Changes below. |
| Pledge Import |
The pledge start-by date will be used for sustaining pledges as the recurring payment date. See Giving Detail. |
Events
No enhancements
Favorites
No enhancements.
Millennium Drive
| Function | Description |
|---|---|
| Installation | Drive can now run on a separate IIS Server than Millennium, as long as the two servers can access each other. This allows you more flexibility in the way you deploy the products. |
| Configuration for Summary and Giving pages |
The ability to configure the Summary and Giving pages has been added. This allows additional data to be added to the standard view, and lets you modify the page layouts. Because of the additional configurable pages, the method used to implement the configuration has changed. You can migrate your configured page to Version 2015.1, however. See the Configurable Pages Administrator's Guide for more information. |
| Expand Details on the Touchpoints page | From the Touchpoints page, you can now expand the details of each gift, pledge or credit to show more information about the transaction. |
| Performance Improvements | Millennium Drive performance has been improved to reduce the CPU load when a number of users are logged in at the same time. |
| My Staff Dashboard View | A management view of the Dashboard has been added, so that Directors of multiple Prospect Managers can view the dashboards of their direct reports, and so that assistants or researchers can view the dashboards of their associated Prospect managers or other related staff members. |
| UI Changes | There have been a number of changes to improve the look and feel of the Millennium Drive user interface. |
Mobile access to Millennium
| Function | Description |
|---|---|
| Responsive Design | The responsive design of the interface is improved, including images for mobile devices. |
| Click to Dial or Text | The ability to click a phone number to call or text has been added. |
My Millennium
| Function | Description |
|---|---|
Profiles
| Function | Description |
|---|---|
| Post Payments form | For multi-allocation, joint pledge payments, the Post Payments form has been modified to more accurately reflect the split payment. |
Reporting
| Function | Description |
|---|---|
| Express Reports | All java processing has been removed from Express Reports. This corrects some issues that occurred in previous releases when Express Reports were generated. |
System-wide
| Function | Description |
|---|---|
| Log files |
The log files Millennium creates are now documented in a single location. See Millennium Log Files. |
Tools
| Function | Description |
|---|---|
| Custom Display Designer |
The Custom Display Designer (Customizer) has been redesigned for easier use. In addition, it can now be used in Events, Lookups, and Searches, as well as Profiles. |
| AFO Integration |
The AFO Forms option has been added to Tools>System Upkeep>System Options. You must set the connection options for AFO to make use of the AFO Integration feature. |
| Diagnostic Tools |
Millennium system administrators can access a new set of diagnostic tools to help them manage and troubleshoot the system. The tools include:
|
| Audit Logging | The Coverage table has been added to the list of tables that can use audit logging. |
| Paya Payment Services (SPS) |
If your site uses Paya Payment Services, this release allows you to use the the Paya Payment Solutions Account Updater to update expired credit card information. See Payment Solutions. |
Technology
| Function | Description |
|---|---|
| Community Brands Fundraising Online (AFO) Integration |
Millennium now includes the functions and features that were previously contained in the AFO Connector. You can establish a connection to your AFO licensed product and include AFO forms in the Online Constituent Directory. To use this feature, you must define system options to link Millennium to Community Brands Fundraising Online, create the AFO forms you want to use (in AFO), and add the forms to the Online Constiuent Directory. |
| Java applets |
Where it made no difference to the product functions, java applets have been removed from the product. This reduces the potential for errors and improves the product performance. Some examples of this enhancement include:
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Database Changes
| Table/Directory | Description |
|---|---|
| afo_account |
New table for AFO integration. This table contains AFO account information used to access AFO forms. |
| afo_forms |
New table for AFO integration with the Online Constituent Directory. This table contains the information needed to embed the AFO form on the Constituent page. |
| Online_Trans | This table has been added to Millennium as part of the integration with Community Brands Fundraising Online. |
| Online_Signups | This table has been added to Millennium as part of the integration with Community Brands Fundraising Online. |
| Online_Parent | This table has been added to Millennium as part of the integration with Community Brands Fundraising Online. |
| Online_Register | This table has been added to Millennium as part of the integration with Community Brands Fundraising Online. |
| Online_PaymentCycle | This table has been added to Millennium as part of the integration with Community Brands Fundraising Online. |
| Online_History | This table has been added to Millennium as part of the integration with Community Brands Fundraising Online. |
| activity |
Added new fields for Initium Instant Address:
|
| address |
Added new fields for Initium Instant Address:
Increased the addrlat and addrlong fields (latitude and longitude) to 20 characters. |
| contactinfo |
Added new fields for Initium Instant Address:
|
| creditcard |
Added new fields for Initium Instant Address:
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| event |
Added new fields for Initium Instant Address:
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| event_guest |
Added new fields for Initium Instant Address:
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| speaker |
Added new fields for Initium Instant Address:
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| institutions | Increased the size of the table_code field to eight characters, to accommodate longer institution codes. |
| school | Increased the size of the schlinstit field to eight characters, to accommodate longer institution codes. |
| zipcodes | Increased the zip_lat and zip_long fields (latitude and longitude) to 20 characters. |
Millennium 2015.1 Resolved Issues
Resolved Issues
The correction items describe system behavior as it existed BEFORE the installation of this release.
Unless otherwise noted, changes and corrections apply to both database platforms.
Advanced Data Examiner and ADE Import Tool
| Issue # | Function | Description |
|---|---|---|
| M16347 | ADE Auto Update | The ADE Auto Update process would previously fail if the import source (ADE Source Lookup) contained a space. The Auto Update process has been revised to handle spaces in the ADE Source Lookup value. |
| M16545 | ADE Soft Edit Access | When a user with Soft Edit access to the Data Examiner updated employment records, the update was not assigned to an ADE Import Source, preventing the ADE update. This condition has been corrected so that users with Soft Edit access can update employment records in the Data Examiner. |
| M16360 | ADE Post Payment-Credit Card | The Credit Card type was not carried forward to the Credit Card form from the Post Payment form when posting pledge payments. The Credit Card type value (cctype) is now saved and populates the Credit Card form when posting pledge payments. |
| M16703 | ADE Import Tool | An error occurred if the ADE Import Tool was launched from a workstation when the website was using SSL. The product has been updated to support the connection between the SSL site and the workstation without issuing an error. |
| M17272 | ADE Import Tool | An apostrophe in the Event name caused an error on import. This condition is handled by the ADE Import Tool in version 2015.1. |
| M17353 | ADE Import Tool | Under rare conditions, a system error could occur when selecting an existing map to edit. This has been corrected in version 2015.1. |
| M17574 | ADE Setup | When setting up System Defaults, the Data Examiner System Default view was disabled for Non-Constituent relationships. You can now define a Non-Constituent relationship default in the ADE. |
Events
| Issue # | Function | Description |
|---|---|---|
| M16774 | Event Registration | For a registration that includes a fee with the Gift in Kind type, the Gift in Kind row has will be displayed within the primary regisration when you select the Long display mode. |
| M17571 | Event Registration | Searching for a guest in an event could return an incorrect address for the guest. This behavior has been corrected in version 2015.1. |
My Millennium
| Issue # | Category | Description |
|---|---|---|
| M16695 | User Options | The system now saves the Clipboard Setup options successfully for a user with Administrative rights. |
| M16997 | User Options | The system now saves the Clipboard Setup sort order appropriately. |
| M17044 | Home Page | Adding an item to the Home Page display occasionally caused an unselected item to be added as well. This issue has been corrected in version 2015.1. |
Profiles
| Issue # | Category | Description |
|---|---|---|
| M15672 | Wealth Engine | This list of Wealth Engine users now sorts alphabetically. |
| M16547 | Biographical Profile | In some cases non-English alphabetic characters did not resolve correctly. An html decoder has been added to support a wider range of characters for text fields. |
| M16785 | Delete Constituent | If you delete a Constituent that has Coverage, the system now deletes the Coverage record in addition to the Basic Data. |
| M17045 | Giving Detail | Clicking Finish or Cancel from the Giving Detail view returned you to the first gift by the Constituent. Now you are returned to the transaction you were viewing when you selected the Detail view. |
| M17057 | Giving Detail |
Giving Detail view did not refresh when viewing Giving Detail for one donor and then moving to another donor using Profiles > Next Search menu. This has been corrected in version 2015.1. |
| M17058 | Giving Detail | The Relations view does not refresh when viewing the gift’s Giving Detail for a donor if the user moves to the Biographical > Relations menu. This has been corrected in version 2015.1. |
| M17059 | Giving Detail | The Address view does not refresh when viewing the gift’s Giving Detail for a donor, if the user jumps to Biographical > Address menu. The Address view generates an error “Couldn't open Address File. Please contact the system administrator.” This has been corrected in version 2015.1. |
| M17060 | Giving Detail | The Basic Data view does not refresh when viewing the gift’s Giving Detail for a donor, if the user jumps to Biographical > Basic Data menu. The Basic Data view is empty. This has been corrected in version 2015.1. |
| M17465 | Biographical Data | Copying text that contained bullets into a field showed the bullets as an encoded character (%95). Bullets will be correctly displayed in version 2015.1. |
| M17473 | Giving Detail | On the Transaction Detail form for a pledge, the Add, Delete, and Finish buttons appeared enabled on the Payment Schedule view for read-only users. These buttons were not active, and read-only users could not process transactions. The display has been updated to disable the buttons for read-only users in version 2015.1. |
| M17477 | Relationships | The system retained a relationship flag by the Constituent's name without regard to the expiration date for the relationship. The flag should only be visible if the Constituent has active relationships in the system. This behavior has been corrected in version 2015.1. |
Mobile access to Millennium
| Issue # | Function | Description |
|---|---|---|
| M16717 | Insert Correspondence | You can now create correspondences for a constituent using a mobile device. Previously, attempting to search for and insert a constituent name into correspondence failed from a mobile device. |
Reporting
| Issue # | Function | Description |
|---|---|---|
System Wide
| Issue # | Function | Description |
|---|---|---|
| M16783 | Hotkey | A system issue that caused Millennium to crash when the hotkey "V" was used has been corrected. |
| M17041 | Improper Page Access | An attempt to access a Millennium page through the browser address bar without logging in could cause the web server to crash. This condition is now handled with an appropriate system message that prompts the user to log in. |
Tools
| Issue # | Function | Description |
|---|---|---|
| M15592 | Profile Lookup Tables—Attribute Types | Removing the Jobs table link made the Education table unavailable for linking from an Attribute type. This condition has been corrected, and the Education table remains available when you remove the Jobs table link. |
| M16183 | WealthEngine Setup | The search results lookup that was associating the Number of Properties value and the Financial demographics settings has been corrected. The correct values for Financial demographics are now returned. |
| M16379 | System Option | Inserting a duplicate preferred name now produces a warning from both and options. The warning was not produced when inserted via system default. |
| M16491 | User Security | The system previously disabled the Change Password option for any user ID beginning with the characters sa. This prevented users from changing the system administrator password, but also affected any other user whose user ID began with those characters. The product has been updated so that only the SQL system administrator ID shipped with the product is restricted from the password change utility. |
| M16853 | System Upkeep | If the default queue name contained spaces, the report run-time options would default to HTML instead of PDF. This condition has been corrected in version 2015.1. |
| M17077 | User Security | In earlier versions, if a special character was entered in the comment field of the user profile (Tools>System Upkeep>User Security>Select a User), and then the profile was saved, the save process would not save the comment and would remove the associated Constituent ID. This has been corrected in version 2015.1. |
| M17266 | Tax Receipting | On entering a new tax receipt, if you clear the form and try to type in start and end date, a SQL error was issued. This form has been updated to prevent the error. |
| M17317 | System Options | Updates to the setting Display Death with Basic Data were not retained in the Oracle database. This occurred because of the way Oracle was attempting to write the changed value. The system has been updated to correct this issue in version 2015.1. |
| M17569 | Custom Display Designer | An error could occur when Millennium and Millennium Drive were running on the same IIS server. The system generated the "MillScreenCustomizer" Run-time error '5': “Invalid procedure call or argument" when the Custom Display Designer was accessed. This occurred because the Custom Display Designer requires access to Port 80, and Millennium Drive also uses Port 80. The compatibility between Millennium and Millennium Drive on the same IIS server has been improved in version 2015.1, and this error should no longer occur. |