Millennium Release 7.6 |
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The following items are included in Release 7.6. Note that some items are enhancements to the software and some are corrections. The correction items describe the symptoms that you might have encountered, PRIOR to the installation of this release.
System-Wide Enhancements
Issue # |
Function |
Description |
---|---|---|
591 |
Using a default form to create a new data row: allow users to switch between multiple prototypes (defaults) without having to go to the 'Define Defaults' screen. |
The pop-up menus on the title bars of each table (also referred to as Section Headers) will now contain a list of all available prototypes (defaults). When the user selects a default from this list, the selected default will automatically become the active default and will be utilized when inserting a new data row. This listing is not available on the pop up menus accessible via the edit buttons on each individual record. |
680 |
Reports will continue to run as scheduled, and Agent Assignments will continue to launch as defined, when a user's password is changed. |
If the user changes his or her password, or the system administrator changes a password for a user, Millennium will automatically update the passwords that are stored in any supporting report files to the new password. Millennium will also automatically update the password field in any rows owned by the user in the assignments table. If the Generic Import utility is scheduled to run in an Unattended Mode using the user's log in credentials, these credentials will have to be manually updated to reflect the new password. |
741 |
Real Time Alerts can be displayed to all logged in Millennium users. |
The display of real-time alerts is system-wide and is set by the system administrator in System Upkeep, System Alerts (Browser Interface) or System Configuration, System Alerts (Windows Interface). Determine a start date and time,an expiration date and time, and the message to display to all logged in Millennium users. 'Turn on' the alert by setting it to active. Millennium will check for an active alert every three minutes and display this alert to all logged in Millennium users one time. Users select OK in order to proceed in Millennium. Only one alert can be active at any one time. Alerts that have expired will be automatically deleted from the system. |
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Sites can choose to display 'Spouse' or 'Spouse/Partner' as the label for the yellow Spouse button. This option is system-wide and is set by the system administrator in Millennium System Options. |
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An additional customization mode has been added so that Maintenance Forms (Insert/Update screens) can have a customized display that differs from the customized long display. The Hot Keys radio button has been removed from the Custom Display Designer interface. Hot keys are now defined when customizing the Maintenance Forms themselves. When customizing a Long Form display, you will be asked if you want to apply the same customizations to the Maintenance Forms, unless you are customizing Search Form displays. When customizing a display, the table comment no longer 'defaults' to be the last row of the display. If you add a row to a customized display that includes the comment, and you want the comment to remain the last row of the display, you must use the Move Up menu item to locate the newly added row above the comment. |
System-Wide Changes/Corrections
For Corrections: Remember that the descriptions for the following items describes the problem PRIOR to the installation of the corrections as part of the current release.
Issue # |
Function |
Database |
Interface |
Screen Layouts |
Description |
---|---|---|---|---|---|
CHANGE |
HTML Templates (.mit files) |
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HTML templates will no longer be used for Millennium display screens. All screen displays will should be displayed via 'Customizer'; all customizations to the screen displays should be made using the Custom Display Designer. |
CHANGE |
Millennium Explorer in both Browser and Windows interfaces |
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Additional items have been added, and some changes have been made to the captions of the Millennium Explorer items. |
CHANGE |
Java |
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Sun Java will be required for use with Millennium. MS Java will no longer be supported. Microsoft is no longer updating MS Java, it is an added security risk, and Sun Java has become the standard. |
CHANGE |
Hot Keys and IE 7. |
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The keystroke combination ALT-D
will not work in Millennium if Internet Explorer 7 is your interface.
|
SS20560 |
Queue as a Service Installation |
Both |
N/A |
Both |
Error installing Queue as a Service on Windows XP |
SS20575 |
Database Search Screen |
Both |
Both |
Both |
Temporary search tables remain in database after user ends session |
SS20607 |
Load Search Results - Search Screen |
Both |
Both |
Both |
Load Results not functioning on Search Page |
SS20612 |
Log In |
Both |
Browser |
Both |
Logon screen cursor does not focus on User ID field |
SS20613 |
Profiles Search |
Both |
Browser |
Customizer |
"Cursor not focusing on Name/ID field" |
SS20614 |
Hot Keys Search |
Both |
Browser |
Customizer |
Space bar hot key not functioning |
SS20624 |
Advanced Search |
SQL Server |
Both |
Both |
Advanced Search-First selected value invisible when editing in the list of criteria |
SS20644 |
User Security |
Both |
Both |
Customizer |
Permissions out of sync following upgrade to 7.5 |
SS20646 |
My Millennium |
Both |
Windows |
Customizer |
My Millennium hyperlinks do not activate their related navigation panes |
Profiles Enhancements
Item # |
Function |
Description |
---|---|---|
4 |
Auto-populate CAE Type |
When a new Basic Data row is inserted, the triggers will automatically populate the corecfae field with the contents of the table_cfae field of the constituent_types table if CAE Type field on the Basic Data insert form is blank. The user can change the value of corecfae on update. The conversion to Millennium 7.6 will not insert CAE codes into the table_cfae field. Sites will manually do this after the conversion completes. |
42 |
If you perform a Profile or a Correspondence Search and no constituents who match the search criteria are found, the search form will remain populated with the criteria that you previously entered. If multiple constituents match your search criteria and you choose to refine the search, the new search form will be populated with the criteria that was entered for the previous search. |
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71 |
Prevent inappropriate relationships from occurring during data entry by allowing sites to establish acceptable relationship type pairings. |
Sites can define, via entries in the relation_pairs lookup table, what
relationship types are allowed to be paired. For example, sites can specify
that a spouse-spouse relationship is allowed, but a spouse-company relationship
is not. Refer to the Appropriate Relationships
and the
Relation Pairs
topics for more detail. The conversion to Millennium 7.6 will read
the relation data table and create an entry in the relation_pairs lookup
table for each unique relisa-relwhose pair that is found. The conversion
will only store one side of the pair. For example, one relation row may
have a boss-emp pair and is linked to another row with the corresponding
emp-boss pair. The conversion will populate the Is A (relp_isa) field
in the Relation Pairs table with 'boss' and the Whose (relp_whose) field
in the Relation Pairs lookup table with 'emp', but will not populate the
relisa field with 'emp' and the relwhose field with 'boss'. Millennium
uses a view on the relation_pairs table so that both sides are available
during data entry. |
207 |
Address - Effective Months toggle button |
A toggle button has been added to the address data maintenance forms to enable a user to check all effective months at one time, or uncheck all effective months at one time |
424 |
Customizer Display of Attribute Name |
Allow for the display of 65 characters when displaying attribute name. This functionality applies only to the Customizer displays. All default displays that contain the attribute name will be updated in the conversion to Millennium 7.6. To apply this functionality to your custom displays, each custom display will have to be re-saved by the system administrator. |
501 |
added phone_type lookup table |
A phone_type lookup table has been added to the database, and will replace the address_types lookup table functionality for phone table. The conversion to Millennium 7.6 will copy all entries in the address_types table into this new phone_type lookup table. Sites may have to do post-conversion data cleanup on both the phone_type and the address_types lookup tables. |
623 |
New Internet Address Table |
email and web addresses can now be stored in a separate table. This table will display under the address screen. email and web addresses will not have a direct link to a specific address. A new data table (internetaddress) and four supporting lookup tables were added to the database structure. See Database Changes for more information. In the conversion to Millennium 7.6, there is an option to move all existing phone rows with a phone type code that includes the word 'email' or 'www' over to the new internetaddress table |
739 |
Customizer Display for Profile, Correspondence and Registrant Search Screens |
Additional fields from basic data, names, education, attribute, employment
and internet address tables have been added to the Customizer to be available
for sites to add for a customized Profile Search screen. From address:
district. From attribute: Attr Strt, Attr End. From basic data: Gender,
Ethnic, Marital, Birth Date. From education: Schl Dept, Schl Strt Yr,
Schl End Yr, Campus, Concentration 2, Concentration 3, Concentration 4.
From internet address: email. |
756 |
Added the ability to create non-constituent relationships from the Relation ID Search form |
If you do not know if the second individual in a relationship is a constituent or a non-constituent, you may begin creating the relationship from the Constituent Relation Insert form. If the second individual is not found in Millennium, a hyperlink is now available on the Relation ID Search form to take you to the Non-Constituent Relation Insert form. Refer to the Non-Constituent Relationships topic for more information. |
Gift |
Added the ability to create user-specified payment schedules for Match Pledge transactions |
Sites can set a system-wide option to allow the Pledge Information Form to display when a Match Pledge Transaction is posted. This will let a user specify the payment schedule for a Match Pledge in the same way a payment schedule is specified for a Pledge Transaction. |
Gift |
'Pull Matching Ratios from the Corporation' option. |
If a company is set up to match transactions through another constituent (typically a foundation), Millennium will use the matching employer, not the 'Match Through' constituent, as the Matching Company if the Pull Matching Ratios from the Corporation system option is set to 'Yes'. The matching company will not be updated when changes are made to match ratios, match amounts, match due dates, match quids, match guidelines on the 'Match Through' constituent's Basic Data record. Any updates to the 'Match Through' constituent's CorrectGM information will not be applied to the matching company's Basic Data record. A company/match through company relationship will not be created for the matching company and 'Match Through' constituent. If you site wants to continue to apply any updates made to the 'Match Through' constituent's matching information (either through changes to the Basic Data record or updates to CorrectGM) to the matching company's Basic Data record, and continue to create company/matching company relationships, the Pull Matching Ratios from the Corporation system option must be set to 'No'. See the Basic Data and Matching Gift Data Maintenance topics for more information. |
Gift |
'Given By' field has been added to the Post Match Payment insert form. |
A 'Given By' field has been added to the Post Match Payment insert form. If a matching company is set up to match transactions through another constituent (typically a foundation), the Given By field on the Post Match Payment insert form will be automatically populated by the system with this 'Match Through' constituent's name instead of the matching company's name. If a matching company is not set up to match transactions through another constituent, the system will automatically populate this field with the matching company's name. The Given By field can be overwritten by the user before the match pledge payment is inserted. If the match pledge is owned by a constituent other than the one making the match pledge payment, a gift transaction will be created for the constituent making the payment, and a credit transaction, which reduces the remaining balance on the match pledge by the amount of the gift, will be created for the constituent who owns the match pledge. |
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Sites can choose to remove tabs, line feeds and carriage returns from comments as they are inserted and updated. This option is system-wide and is set by the system administrator in Millennium System Options. |
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Millennium Searches |
Ability to search for a constituent by social security number has been removed from the Millennium database Profile, Correspondence, and Registrant searches. |
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Pledge Start Day |
Users will now be able to specify a start day for pledges, in addition to specifying a start year and a start month. This functionality is added to gifts, dues, ecommerce_pending, and phonathon.exe, for pledges, match pledges and sustainer pledges. If a pledge start day is not specified, the default day will be the first day of the month. |
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Assign a restriction code from the Chart of Accounts to a proposal |
Chart of Accounts fields are added to the proposal
table so that a proposal can be designated for a specific purpose or restriction
. (this field differs from the free text Purpose field (propurpos) on
a proposal row). |
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Assign a restriction code from the Chart of Accounts to a planned gift |
Chart of Accounts fields are added to the plannedgifts table so that a planned gift can be designated for a specific purpose or restriction. (this field differs from the free text Purpose field (planpurpos) on a plannedgifts row). See Database Changes for the complete list of the fields that were added. |
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The optional Paya Payment Solutions module allows sites to electronically and automatically process transactions made via credit card or bank draft. Sensitive credit card and bank account information will be stored in a 'Vault', which is a series of web services designed to securely store data, in accordance with CISP regulations. For Paya Payment Solutions-enabled sites, credit card and bank account numbers will no longer be stored within Millennium. For non Paya Payment Solutions-enabled sites, both credit card and bank account numbers will be stored in the Credit Card table, credccnum field. |
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Gift bank account information to be stored in the creditcard table |
If a transaction has a tender of 'bank', then the check number, ABA/routing number, bank account type, and bank account number fields will be stored in the credit card table, The bank account number will be encrypted. The giftbnktyp, and giftaba fields are no longer supported by Millennium but are still available for use however your site may want to use them. The giftbnkact field is now classified as a system field and is no longer available for data entry or display. The giftchckno field remains available for use in the gift table for transactions given a tender of Check (ck). The conversion to Millennium 7.6 will move those bank account numbers currently stored in the giftbnkact field to the creditcard table, and store them in the credccnum field. |
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Dues bank account information to be stored in the creditcard table |
If a transaction has a tender of 'bank', then the check number, ABA/routing number, bank account type, and bank account number fields will be stored in the credit card table, The bank account number will be encrypted. The duesbnktyp and duesaba fields are no longer supported by Millennium but are still available for use however your site may want to use them. The duesbnkact field is now classified as a system field and is no longer available for data entry or display. The dueschckno field remains available for use in the dues table for transactions given a tender of Check (ck). The conversion to Millennium 7.6 will move those bank account numbers currently stored in the duesbnkact field to the creditcard table, and store them in the credccnum field. |
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Credit Card Rows |
More than one credit card row may be attached to a Gift or Dues transaction. |
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Changing gift or dues transaction tender type from credit card to another type |
If a gift or dues transaction has a tender of credit card and a linked credit card row exists, changing the tender to another value will no longer automatically delete the linked credit card row. |
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Option to Cancel the entire Gift or Dues transaction when linked Credit Card or Bank Draft row insert is cancelled. |
Enter a transaction with a tender type of Credit Card or Bank Draft. If you cancel the Credit Card or Bank Draft insert, you may now choose to cancel the insert of the entire transaction or just the insert of the Credit Card or Bank Draft row. |
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New required entry in the tender lookup table |
Code: bank |
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New required entries in the bank_account_types lookup table |
Code: ccd Code: csd Code: pcd Code: psd |
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Soft Edit allows Millennium users to review all inserts, edits, and deletes to data before the changes are made permanent in Millennium. Soft Edit is an add-on component of the Advanced Data Examiner. |
Profiles Corrections
Remember that the descriptions for the following items describes the problem PRIOR to the installation of the corrections as part of the current release.
Issue # |
Function |
Category |
Database |
Interface |
Screen Layouts |
Description |
---|---|---|---|---|---|---|
SS20490 |
Full Profile |
Profiles-Biographical |
Both |
Windows |
Both |
Financial rows displayed twice in Full Profile view |
SS20495 |
Correspondence |
Profiles-Biographical |
Both |
Browser |
Customizer |
Constituent Correspondence default without 'Sent By' ID presented in non-constituent form |
SS20515 |
Relations |
Profiles-Biographical |
Both |
Both |
Both |
Defective trigger may delete non-constituent relationships under certain circumstances |
SS20535 |
Basic Data |
Profiles-Biographical |
SQL Server |
Browser |
Customizer |
Social Security Number field displays as wide row and accepts more than 9 characters |
SS20549 |
Names |
Profiles-Biographical |
Oracle 9i |
Both |
Customizer |
nameplural adds suffix to last name without a space |
SS20564 |
Basic Data |
Profiles-Biographical |
SQL Server |
Browser |
Customizer |
Double-clicking context menu button presents update form to read-only users |
SS20574 |
Value-based Lookup Table Search |
Profiles-Biographical |
Both |
Both |
Both |
Error code 8152 when inserting value selected in Superlookup applet |
SS20591 |
Comments |
Profiles-Biographical |
SQL Server SP3a |
Browser |
Customizer |
Carriage returns cut off text when pasting into Comments field |
SS20633 |
Address |
Profiles-Biographical |
Both |
Both |
Both |
Link to Existing not functioning when linked-to address has existing link |
SS20640 |
Basic Data |
Profiles-Biographical |
Oracle 9i |
Both |
Both |
Updates to Basic Data records with Match Through IDs inserts duplicate relationship |
SS20649 |
Address |
Profiles-Biographical |
Oracle |
Both |
Customizer |
SQL error referencing addrcounty updating a non-US address |
SS20501 |
Giving Detail |
Profiles-Giving |
Oracle 9i |
Browser |
Customizer |
Journaling pledge payment with credit for spouse creates payment void for spouse |
SS20503 |
Giving Detail |
Profiles-Giving |
Both |
Both |
Both |
Cannot change transaction type when updating defined giving default |
SS20504 |
Giving Detail |
Profiles-Giving |
SQL Server |
Both |
Customizer |
Cannot update giftasset, giftnetpv in an existing gift transaction. |
SS20507 |
Giving Tree |
Profiles-Giving |
SQL Server |
Both |
Both |
Giving Tree display totals over $10 million incorrectly |
SS20524 |
Giving Tree |
Profiles-Giving |
SQL Server |
Both |
Both |
Different Giving Tree settings produce different totals |
SS20528 |
Giving Detail |
Profiles-Giving |
Both |
Both |
Both |
Second allocation dropped for multiple allocation, on behalf of gift with credit for spouse or otherSecond allocation dropped for multiple allocation, on behalf of gift with credit for spouse or other |
SS20529 |
Giving Detail |
Profiles-Giving |
Both |
Both |
Both |
Missing hyperlink for on behalf of gift with credit for spouse or other |
SS20531 |
Giving Detail |
Profiles-Giving |
SQL Server |
Browser |
Customizer |
Deleting on Behalf Of transaction from giver leaves orphaned credit |
SS20533 |
Giving Detail |
Profiles-Giving |
SQL Server |
Browser |
Customizer |
Pledge payment recorded as gift transaction on joint record under certain circumstances |
SS20537 |
Giving Detail |
Profiles-Giving |
SQL Server |
Browser |
Customizer |
Deleting on behalf of pledge payment from donor leaves orphaned joint credit |
SS20539 |
Giving Detail |
Profiles-Giving |
Both |
Both |
Customizer |
Cannot update/delete giving default with credit transaction gift type. |
SS20540 |
Giving Detail |
Profiles-Giving |
SQL Server |
Browser |
Customizer |
gift form layouts using giftbnkact not working properly |
SS20550 |
Giving Detail |
Profiles-Giving |
Both |
Both |
Both |
System attempts to validate credit card number for custom credit card type (incorrect documentation) |
SS20576 |
Giving Detail |
Profiles-Giving |
Both |
Both |
Both |
Duplicate Match Pledge transaction types in dropdown when adding a Matching Pledge |
SS20578 |
Giving Detail |
Profiles-Giving |
Both |
Both |
Customizer |
giftrest field not displaying properly when added to Allocation screen |
SS20581 |
Giving Detail |
Profiles-Giving |
SQL Server SP3a |
Browser |
Customizer |
Inactive Chart of Accounts entries available for selection |
SS20587 |
Giving Detail |
Profiles-Giving |
SQL Server SP3a |
Browser |
Customizer |
Journaling gift after 'journal and add correction' causes transaction to vanish from display |
SS20588 |
Giving Detail |
Profiles-Giving |
Both |
Both |
Both |
Duplicate Pledge Payment Transaction in dropdown when posting Payment |
SS20600 |
Giving Detail |
Profiles-Giving |
Both |
Both |
Both |
Unable to UPDATE giftmny1, giftmny2 fields |
SS20618 |
Giving Detail |
Profiles-Giving |
Both |
Both |
Both |
Cannot convert match potential to match pledge if batch is closed. |
SS20627 |
Giving Detail |
Profiles-Giving |
SQL Server |
Browser |
Customizer |
Quid pro quo default is not invoked when inserting new gifts via default |
SS20643 |
Giving Detail |
Profiles-Giving |
SQL Server |
Both |
Both |
giftnonded incorrect on gift with quid after adding joint transaction |
SS20494 |
Define Defaults |
Profiles-Options |
Both |
Both |
Both |
Blank default selection screen when attempting to define default |
SS20551 |
Defined Display |
Profile-Options |
Both |
Windows |
Both |
Adding Volunteer to Defined Display adds Dues Detail and multiple Basic Data headers |
SS20639 |
Auto Log in |
Profiles-Options |
SQL Server 2000 SP3a |
Windows |
Both |
Auto Login fails for lower or mixed-case User IDs |
SS20496 |
Actions Tasks |
Profile-Prospect |
SQL Server |
Both |
Templates |
Assigned to Hyperlink is missing from the linked Actions Tasks row of a Proposal |
SS20497 |
Proposals |
Profile-Prospect |
SQL Server |
Both |
Both |
Lengthy Comments of a linked Actions Tasks row do not display wrapped on the source Proposal row. |
SS20509 |
Actions Tasks |
Profile-Prospect |
Both |
Both |
Both |
Actions Task missing after inserting via Default |
SS20559 |
Adding Tasks to Outlook |
Profile-Prospect |
SQL Server |
Browser |
Customizer |
Task Due Date incorrectly added to Outlook Calendar |
SS20582 |
Tracking Attributes |
Profile-Prospect |
SQL Servier |
Browser |
Both |
Tracking Attribute filter not functioning |
SS20638 |
Actions Tasks |
Profile-Prospect |
Both |
Browser |
Customizer |
Link to Existing Action on Spouse not functioning when actions linked to attachment |
SS20642 |
Adding Tasks to Outlook |
Profile-Prospect |
Both |
Both |
Customizer |
Actions Tasks are not added to the Outlook calendar or task list if a user-defined default with Assign to ID exists for tasks |
Events Enhancements
Item # |
Function |
Description |
---|---|---|
42 |
If you perform a Profile, a Registrant, or a Correspondence Search and no constituents matching the search criteria are found, the search form will remain populated with the criteria that you previously entered. If multiple constituents match your search criteria and you choose to refine the search, the new search form will be populated with the criteria that was entered for the previous search. |
Events Changes/Corrections
For CORRECTIONS, the descriptions for the following items describes the problem PRIOR to the installation of the corrections as part of the current release.
Issue # |
Function |
Database |
Interface |
Screen Layouts |
Description |
---|---|---|---|---|---|
CHANGE |
Events - Web Reports |
Both |
Both |
Both |
Hyperlinks have been removed from the Events Web Reports: Attendance Listing, Activity Correspondence, Event Correspondence, Registration Listing |
SS20569 |
Events - Registration |
SQL Server |
Both |
Both |
Regsolflg, regesolkey fields not populating properly when adding solicitor to registrant |
SS20615 |
Events |
Both |
Windows |
Customizer |
Create New Event screen presented when inserting registrant or guest from Insert menu |
SS20641 |
Events - Import Registrants |
Both |
Both |
Both |
Clicking Import Registrants button produces a script error |
Reporting Enhancements
Item # |
Function |
Description |
---|---|---|
413 |
Users with Report Administrator privileges can edit any other user's report and save their changes without creating another copy of the report. |
When a user with Report Administrator privileges edits a report that
they do not own, and saves his or her edits via the 'Save'
option (not 'Save As') from the report form Function File menu, ownership
of the report is transferred to this Report Administrator user. |
464 |
If 'None' is the selected Address Preference in criteria, then the addrkey field of the worktable will be populated with 0. |
|
688 |
A user can view and print report criteria details for a report that another user owns. |
Prior to Millennium version 7.6, a user who did not create, or own, a report had to save a copy of that report before they could view and print the report criteria details. This resulted in multiple copies of the same report, each owned by different users. Users may now view and print report criteria details for reports they did not create and reports for which they do not own their own copy. |
732 |
Attaching a list of ID Numbers in an External Input File for use with Report Criteria |
An input file that contains a list of Millennium ID numbers can be attached to a set of report criteria. When the report is run, Millennium Reporter will use this list to build an additional criteria statement that will require each data row to have an id number that is on that list in order to be included in the export worktable. This enhancement involves a change to the Millennium Directory structure that is noted in the documentation. |
732 |
Writing Criteria Statements: Copy and Paste Functionality for 'In The List Of' criteria statements. |
When creating a criteria statement that uses one of 'in the list of', 'not in the list of' or 'never in the list of' comparison operators, a Paste button has been added to the Add and Remove buttons on the Table Display Form Step 2. You may use Paste instead of Add to insert a list of comparison objects into the object text box. The list can be created in a text editor such as Notepad. Each item in the list, including the last, must end with a carriage return, line feed (carriage return, line feed characters are added by hitting Enter or Return on your keyboard). Copy the entire list from your text editor, then select the Paste button on the Millennium Reporter Table Display Form. Your list will be pasted into the object text box. Paste functionality is available for Millennium fields that are not value-based lookup fields. |
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At the reporting level, users can instruct Millennium Reporter, via a Reporting Option, to insert decrypted values of the Basic Data Social Security Number and Credit Card Number fields into the field_decrypt GENERIC export worktable field. If this option is set to 'ON', reports may run slower than normal, so if reports need to display one of these fields, but you do not want Millennium Reporter to decrypt them, a Millennium-specific User Defined Function is now available for use with Business Objects Crystal Reports. The upgrade to/installation of Millennium 7.6 will install MillCrypt_Crystal.dll into Report Server's Queue folder. Copy and register this file on the Report Development machine; its location will depend on what version of Crystal you are using. |
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A Millennium-specific User Defined Function for decryption is now available for use with Crystal Reports. The upgrade to/installation of Millennium 7.6 will install MillCrypt_Crystal.dll into the Report Server's Queue folder. Copy and register this file on the Report Development machine to utilize this function when writing and editing your Crystal Report Formats. |
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If the list of reports is sorted alphabetically by Report Name, then a Letter Navigation toolbar will be available for navigation within the Report List display screen |
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New reports have been added to the Financial Standard Reports Library in support of Paya Payment Solutions. |
IMPORTANT: SQL Sites, please verify that the Database Compatibility Level is set to Level 70 or Level 80 (not 65) for your millreports database. You can do this by going to Enterprise Manager, selecting the millreports database, right-clicking and going to Properties then the Options tab.
Reporting Corrections
Remember that the descriptions for the following items describes the problem PRIOR to the installation of the corrections as part of the current release.
Issue # |
Function |
Database |
Interface |
Screen Layouts |
Description |
---|---|---|---|---|---|
SS20492 |
GENERIC Worktable |
Both |
Browser |
Both |
sa permitted to overwrite GENERIC table when saving worktable |
SS20506 |
Criteria Selection |
SQL Server |
Browser |
Both |
Batch #'s with dashes not functioning in report criteria |
SS20510 |
Reports |
Both |
Both |
Both |
'An error occurred attempting to save the report' when saving reports with prompts |
SS20511 |
Reporting Prompts |
SQL Server |
Browser |
Both |
EQUAL TO prompt disappears on second run of report |
SS20513 |
Reporting Prompts |
SQL Server |
Browser |
Both |
Bypassing IN THE LIST OF Prompt adds blank value to criteria selection box on next run |
SS20517 |
Reporting Prompts |
SQL Server |
Both |
Both |
Prompts missing on second run of report if prompting text is BLANK |
SS20519 |
Criteria Selection |
SQL Server |
Both |
Both |
Wildcard searches not working on prompted 'Equal To' super lookups in reports |
SS20520 |
Criteria Selection |
SQL Server |
Both |
Both |
Prompted 'In the list of' super lookups accept invalid responses |
SS20522 |
Reporting Prompts |
SQL Server |
Both |
Both |
Changing the Operator on a Prompted Reply removes prompt |
SS20561 |
Edit Criteria |
Both |
Both |
Both |
Gray screen when attempting to load criteria |
SS20566 |
Report Formats |
Both |
Browser |
Both |
Cannot change format path for Custom Profile report |
SS20572 |
Report Formats |
Both |
Both |
Both |
Formats not available in Format/Utility dropdown |
SS20592 |
User-Defined Scripts in Reports |
SQL Server 2000 SP3a |
Both |
Both |
"Cannot insert the value NULL into field 'addrkey' "message running report with user-defined script |
SS20606 |
View Workfiles |
Both |
Windows |
Both |
Errors when viewing worktables |
SS20616 |
Reports |
Both |
Both |
Both |
Reports with prompts automatically saved as Express Reports |
SS20645 |
Events Reports |
Both |
Both |
Customizer |
Criteria selecting from the attactvity in the attendance table not functioning |
SS20647 |
Events Reports |
SQL Server |
Both |
Customizer |
Unable to select Event Name in report criteria |
Standard Reports Enhancements /Corrections
The following list describes changes or corrections made to Standard Reports. Remember that the descriptions for the following corrected items describe the problem PRIOR to the installation of the corrections but the descriptions for the following enhancements describe the new features added.
Item # |
Function |
Descriptions |
---|---|---|
SS20570 |
Online Constituent Directory Reports (within Millennium) |
Invalid field name 'column_decrypt' error when running OCD reports |
Online Constituent Directory & Data Examiner Enhancements
Online Constituent Directory (OCD) and Data Examiner (ADE). Unless otherwise noted, OCD entries refer to the Millennium side of the Online Constituent Directory. ADE entries are always Millennium side.
Issue # |
Function |
OCD / ADE |
Description |
---|---|---|---|
|
Data Examiner |
ADE |
New constituents can now be created when utilizing Automatic Update. If a potential constituent cannot be matched to any constituent in the database using the Matching Levels defined in Data Examiner Setup, a new constituent will be created. If a potential constituent matches more than one constituent in the database, this information will be written to a log file for later review. |
|
OCD/ADE |
Your constituents can view and submit changes to their data stored in the Custom Bio and Internet Address tables. The Advanced Data Examiner can update existing Custom Bio and Internet Address records, or create new Custom bio and Internet Address records as they are submitted by constituents or imported by the ADE Import Tool. |
|
|
ADE |
Optional add-on components have been added to the Advanced Data Examiner. Users can update existing, or create new, donor, demogrph, finance, media, custom donor, ratings and research_source rows if a site owns the Prospect Tracking component of the Advanced Data Examiner. Users can create new dues and membership rows if a site owns the Membership component of the Advanced Data Examiner. Users can create new registration, event_guest, attendance, event_income, and guest_items rows if a site owns the Events component of the Advanced Data Examiner. |
|
|
Online Constituent Directory |
OCD |
Online Constituent Directory email Setup. Through the use of smart tags, sites can use substitution strings such as username and password in email messages sent to constituents who forget one or both components of their log in credentials. Different messages can be set up for those who need their user name information sent, and for those who need their password information sent. In addition, return email addresses can be set up separately for sending user name information and sending password information. |
|
Online Constituent Directory |
OCD |
Millennium users can now control the appearance of the Online Constituent Directory's Header elements, by utilizing the Appearance Setting in Online Directory Setup. |
|
Data Examiner |
ADE |
When utilizing Automatic Update, the Data Examiner will not update existing Millennium data rows if there are no changes to those rows. When utilizing Manually Update, the Data Examiner will suggest you bypass updates to existing Millennium data rows if no changes have been made to those rows. |
Online Constituent Directory & Data Examiner Corrections
The following list describes changes or corrections made to the Online Constituent Directory and Advanced Data Examiner. Remember that the descriptions for the following corrected items describe the problem PRIOR to the installation of the corrections.
Online Constituent Directory (OCD) and Data Examiner (ADE). Unless otherwise noted, OCD entries refer to the Constituent side of the Online Constituent Directory. ADE entries are always on the Millennium side.
Issue # |
Function |
Database |
Interface |
Screen Layouts |
Description |
---|---|---|---|---|---|
SS20595 |
ADE |
Both |
Both |
Customizer |
Problems manually updating records with single-letter first names |
SS20571 |
OCD ( Millennium side) |
SQL Server |
Both |
Both |
Sort form presented when attempting to define eDirectory filter |
SS20508 |
OCD Display |
SQL Server |
Both |
Customizer |
Customizations to OCD Basic Data screen display unwanted wide rows |
SS20518 |
OCD Search |
SQL Server |
Browser |
Both |
Online Directory displaying deceased spouse information |
SS20523 |
OCD Search |
SQL Server |
Browser |
Both |
OCD search by city returns all results with first three letters |
SS20525 |
OCD Name Update |
SQL Server |
Both |
Both |
OCD Name changes not displayed in search results |
SS20532 |
OCD Search |
Both |
Browser |
Customizer |
jobsoccup, jobsindust, jobsstatus fields nonfunctional in OCD |
SS20534 |
OCD Search |
Both |
Browser |
Customizer |
OCD search errors out after adding jobsconame to search form |
SS20536 |
OCD Search |
Both |
Browser |
Both |
Users prompted to 'click an ID' on OCD search results screen but no IDs displayed |
SS20585 |
OCD Request Password |
SQL Server SP3a |
Browser |
Customizer |
Forgot User ID/Password function is case sensitive when entering email address |
SS20619 |
OCD Log in |
SQL Server |
Browser |
Customizer |
Cannot log on to OCD after changing initial password |
SS20632 |
OCD Request Password |
SQL Server |
Browser |
Customizer |
Constituents without email address receive white screen when requesting OCD password |
Tools Enhancements
Item # |
Function |
Description |
---|---|---|
4 |
If the table_cfae code in the constituent_types lookup table for a given table_code is changed, then DataSync will update the corecfae field in the corebio table to reflect this change. |
|
|
If chart_val in chart_of_accounts lookup table is changed, then DataSync will update the propacctnm field in the proposal table, and the planacctnm field in plannedgifts table to reflect this change. |
|
|
Added the ability to select the gift restriction for gift transactions. There is a new item on the Options Menu called Use Account Number. If this item is selected, then the gift account number can be mapped to a field in the input file, or manually entered as a constant for all gifts. If this item is unchecked, then the gift restriction can be mapped to a field in the input file, or manually entered as a constant for all gifts. By default, the Use Account Number menu item will be unchecked. |
|
|
Added the ability to map many additional credit card fields and to map bank account information (if tender is 'bank'). This gift import utility enhancement is the result of the addition of Paya Payment Solutions to Millennium, but sites who do not yet subscribe to this optional module will still have access to these new credit card and bank draft fields. |
|
|
Added the ability to select the gift restriction for pledge transactions. There is a new item on the Options Menu called Use Account Number. If this item is selected, then the gift account number can be mapped to a field in the input file, or manually as a constant for all pledges. If this item is unchecked, then the gift restriction can be mapped to a field in the input file, or manually entered as a constant for all pledges. By default, the Use Account Number menu item will be unchecked. |
|
|
Added the ability to input a credit card and bank draft tenders, as well as the default tender of cash. Many credit card and bank draft fields can now be mapped. This phonathon utility enhancement is the result of the addition of Paya Payment Solutions to Millennium, but sites who do not yet subscribe to this optional module will still have access to this new functionality. |
|
|
Custom Bio and Internet Address tables have been added to the Online Constituent Directory and Advanced Data Examiner. These tables have been added to the Advanced Data Examiner Import Tool as well. |
|
|
The optional Prospect Tracking, Membership, and Events components added to the Advanced Data Examiner have been added to the Advanced Data Examiner Import Tool as well. |
|
|
Match Potential ('o') and Pledge Potential ('t') transactions have been added to the list of transaction types that can be used with the Writeoff utility. |
Tools Corrections
Remember that the descriptions for the following items describes the problem PRIOR to the installation of the corrections as part of the current release.
Issue # |
Function |
Database |
Interface |
Screen Layouts |
Description |
---|---|---|---|---|---|
|
DataSync.exe |
both |
both |
both |
tmprel is a temporary table created by DataSync if user is updating relation table groups. This temporary table is not deleted from the database upon completion of the utility. |
|
CreateYears.exe |
both |
both |
both |
Year of Largest Transaction is incorrectly calculated when the user options are set to 'Do Not Include Pledges' AND 'Include Match Paids' AND/OR 'Include Match Due' AND Match Pledges are linked to Pledge Transactions instead of or in addition to Pledge Payment Transactions. |
SS20493 |
Merge ID |
Both |
Both |
Both |
corealmemp and corekwnemp fields are not combined when two Corporations are merged using MergeID |
SS20499 |
Lookup Table Maintenance |
Oracle 9i |
Both |
Customizer |
Error when updating blank record in Solicitations lookup table |
SS20500 |
Generic Import Utility |
Both |
Both |
Both |
Generic import utility not functioning |
SS20505 |
create.exe |
Both |
Both |
Both |
When running Create.exe to create corebio constraints, an error message appears regarding invalid field corepub09. |
SS20516 |
Display Design |
Both |
Both |
Customizer |
Default form for Solicitations lookup table entries missing 'Default?' field |
SS20527 |
Lookup Table Maintenance |
Both |
Both |
Customizer |
Code fields nonfunctional following customization to Chart of Accounts form |
SS20541 |
Merge ID |
Oracle 9i |
Browser |
Customizer |
Merge ID dialog does not display ID number |
SS20542 |
Lookup Table Maintenance |
Oracle |
Browser |
Customizer |
Error saving Solicitation lookup entry after adding sol_mand to form |
SS20583 |
Change Password Screen |
Both |
Both |
Both |
Need to remove Best Software reference from change password error message in User Maintenance |
SS20603 |
Generic Import Utility |
Both |
Both |
Both |
Automation error, blank calendar when running Generic Import Utility |
SS20604 |
Password Options |
SQL Server |
Browser |
Both |
Force users to change password at next log in not functioning |
SS20636 |
Lookup Table Maintenance |
Both |
Both |
Both |
Error updating zip code entry containing latitude and longitude |
IDEA Enhancements / Corrections
The following list describes changes or corrections made to IDEA. Remember that the descriptions for the following corrected items describe the problem PRIOR to the installation of the corrections but the descriptions for the following enhancements describe the new features added.
Issue # |
Function |
Database |
Interface |
Description |
---|---|---|---|---|
|
|
|
|
|
Reference Updates
The following list describes changes or corrections made to the online Help files, IN ADDITION to changes that were made in response to additions and enhancements to Millennium as described above.
Issue # |
File Name |
Description |
---|---|---|
|
Added a description of the logic the utility uses to match imported Education information to existing Millennium Education rows. |
|
|
Added a description of a log file that contains errors reported back from Crystal when a report fails to run to completion and the error(s) occurred while Crystal was formatting the report data. |
|
|
Various |
HTML templates no longer supported for Millennium display. References to HMTL templates and/or .mit files have either been removed, or it has been noted that they are no longer supported. |
M11245 |
All documentation on the GENERIC worktable needs to be updated to include the new decryption columns. |
|
|
Added online_import_mapping system table to the documentation. |
|
|
Updated DataSync.exe documentation to reflect Millennium version 7.5 changes |
|
|
The format for gift date was incorrectly listed as yymmdd in the specifications for the input file |
|
|
Edited, and in some places removed, references to Payment Schedules in Expectancy Transactions. The Pledge Information Form does not display when a transaction type of Expectancy is entered. |
|
SS20498 |
Previous versions of Millennium had a multi-line checkbox for any fields in the Customizer. In version 7.5 this checkbox has been removed but the documentation still refers to it. |
|
SS20550 |
Remove from documentation: "Additional entries to this table may be used, but no verification will be performed." |
|
SS20502 |
Use Filters, Define Filters |
Menu to define display filters to secondary/linked rows in Prospect>Tracking is active even though help files indicate this feature has not been activated. Since the menu is available and permits filters to be defined, users expect it to be working. Documentation should explain that menus will appear even though they are not functional. |
SS20553 |
Documentation for v7.5 needs modification to indicate the IIS Worker Process Group (IIS_WPG) or the Network Service account must be present on the Security tab of the Tools folder (X:\Inetpub\wwwroot\mill\tools) with Full Control when running on a Windows Server 2003 IIS server. Running the utility without this group imports the data, but the system cannot create the gmlog.txt file and the last line of the import shows an error. If you deposit the update files in the Tools folder, the error message is, 'Access is denied'. |
|
SS20555 |
Clarified documentation on transferring ownership of table objects to another user when deleting a user from the system. |
|
SS20556 |
Removed reference to giftpubfl |
|
SS20557 |
various |
The description for each of the Published Flags for each table available for Publishing in the Online Constituent Directory is indicating that this option is set with the Name table instead of with each individual table in the Publishing Options. This occurs in the documentation for the schlpubfl, corepublsh, addrpubfl, attrpubfl, relpubfl, jobspubfl, phnpubfl, and commpubfl field descriptions. |
SS20567 |
Need reference to the limited functionality of custom views used in conjunction with encrypted fields for social security and credit card numbers. |
|
SS20605 |
When you remove all privileges to the Address table, you are able to search by constituent id successfully, but you will receive an error when searching by constituent name. |
|
SS20621 |
Online Constituent Directory Reset Password from Basic Data |
Reset Password feature is not documented. |
SS20622 |
Include Joint in Report Totals |
The Include Joint advanced total option is missing from documentation. |
SS20626 |
Actions |
When inserting an additional task after all tasks have been set to complete, the Action Completed On date is not being updated with this latest tasks Completed On date. |
SS20637 |
Reference, Other Links |
Matching Info link produces a blank page. |
|
Various |
Updated Online Constituent Directory, Advanced Data Examiner and Advanced Data Examiner Import Tool documentation |
Database Changes
The following changes have been made to the data database.
Issue # |
Function |
Database |
Table or Directory |
Description |
---|---|---|---|---|
4 |
Added table_cfae column |
both |
|
|
71 |
Added relation_pairs lookup table to the database |
both |
For use with data entry of constituent and non-constituent relationships; this table links relationship types together to establish what relationship types are allowed to be paired with other relationship types |
|
501 |
Added phone_type lookup table to the database |
both |
for use by the phone table, phntype field. |
|
623 |
Added internetaddress data table to the database |
both |
To hold constituent email and web (www addresses). During the conversion to Millennium 76, sites can choose to move their email and web addresses to the internetaddress table. Records in the phone table that have a phone type code that contains 'email' or 'www' will be moved. Once moved, records are deleted from the phone table. |
|
623 |
Added lookup tables to support new internetaddress data table |
both |
A note about internetaddress_type: As a phone row is moved to the internetaddress table, if the type is not yet in the internetaddress_type table, it is added. |
|
623 |
Increased the length of email fields in various data tables |
both |
Increased the length of these fields to 200 characters to align with the length of the intaddress field in the internetaddress data table. This provides consistency throughout Millennium for all email address fields. |
|
623 |
Increased length of email search fields for use by the Customize in Millennium Searches |
both |
profilesearch, correspondencesearch, registrantsearch, othereventsearches -increased the length to 200 characters to align with the length of the intaddress field in the internetaddress data table. This provides consistency throughout Millennium for all email address fields. |
|
741 |
Added alerts system table to the database |
both |
|
alertkey alertstart alertstop alerttext alertacgv alertcrdt alertlock |
|
Increased length of several fields in the assignments system table |
both |
asgnstate increased to 4000, asgncodes increased to 200, asgndecode increased to 600 |
|
|
Added new fields to the assignments system table |
both |
asgnworktb asgncoluse asgnpmdate asgnactive |
|
|
Added new fields to the ecommerce_pending table |
both |
ecomlnkfil ecomdiscod ecomdiscnt ecomsol ecomsolnam ecomacctnm ecomchckno ecomlnkkey ecomroute ecombnktyp ecombanknm ecomaddrl1 ecomaddrl2 ecomcity ecomstate ecomcntry ecomzip ecomemail ecommethod ecomstatus ecomccsave ecomacctty ecomcustty ecomssnum ecomdstate ecomdlnum ecombdate ecomhphone ecomein ecomccamt ecomplgtyp ecompaycnt ecompstrty ecompstrtm ecompstrtd ecomlast4 |
|
|
Added pending flag fields and pending update key fields to several data tables |
both |
|
|
|
Added new pending tables |
both |
|
attendance_pending custombio_pending customprospect_pending demogrph_pending donor_pending event_guest_pending event_income_pending finance_pending guest_items_pending internetaddress_pending media_pending rating_pending registration_pending research_source_pending |
|
Added new fields to the creditcard data table |
both |
credguid credtender credroute credbnktyp credbanknm credaddrl1 credaddrl2 credcity credstate credcntry credzip credemail credmethod credprocdt credstatus credsave credlast4 credacctty credcustty credssnum creddstate creddlnum credbdate credhphone credein credamount credchckno credexdate |
|
|
Added new fields to the sysinfo table |
both |
spouse_button_label verus_id verus_key verus_allow_ccsave comment_formatting ecomm_pub_81 ecomm_upd_81 old_match_through mp_schedule_auto_create ecomm_pub_69 ecomm_upd_69 |
|
|
Increased the size of the Publications Available and Publications Used fields in the Publication Name lookup table. |
both |
|
|
|
New Fields added to gifts |
both |
giftpstrtd giftcrdtyp giftccfail |
|
|
New Fields added to dues |
both |
duespstrtd duescrdtyp duesccfail |
|
|
New Fields added to Event Income |
both |
eincpend eincupkey eincccfail |
|
|
both |
proprest propacctnm propacctno propacctcf propacctid propacctnt protpacctgp propacdprt |
||
|
both |
planrest planacctnm planacctno planacctcf planacctid planacctnt protpacctgp planacdprt |
||
|
Added the account_services_log system table to the database |
both |
log_key log_id log_lnkkey log_lnkfil log_tender log_message log_reference log_errorcode log_indicator log_userid log_date |
|
|
Added the credit_types lookup table to the database |
both |
For use by the giftcrdtyp field in the gift table, and duescrdtyp field in the dues table. These fields, and this lookup table, are not in use at the present time.
|
|
|
Added the edirectoryinfo system table to the database |
both |
For use with Online Constituent Directory email Setup |