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Site Specific Notes

Standard Entries for Lookup Tables

Account CAE

If your institution reports to the CAE and you plan to use the standard Millennium CAE report to do so, the following standard entries (only) must be used in this lookup table:

Code Value

A

Current Operations - Unrestricted

B

Current Operations - Academic Divisions

C

Current Operations - Faculty Compensation

D

Current Operations - Financial Aid

E

Current Operations - Research

F

Current Operations - Library

G

Current Operations - Operation of Plant

H

Current Operations - Extramural Athletics

h

Current Operations - Intramural Athletics

I

Capital Purpose - Property, Buildings

J

Capital Purpose - Endow, Unrestricted

K

Capital Purpose - Endow, Academic Divisions

L

Capital Purpose - Endow, Faculty and Staff

M

Capital Purpose - Endow, Student Aid

N

Capital Purpose - Endow, Research

O

Capital Purpose - Endow, Library

P

Capital Purpose - Endow, Physical Plant

Q

Capital Purpose - Loan Funds

R

Capital Purpose - Endow, Other

S

Capital Purpose - Extramural Athletics

s

Capital Purpose - Intramural Athletics

T

Capital Purpose - Endow, Athletics

U

Deferred Giving - Endow, Unrestricted

V

Deferred Giving - Endow, Restricted

W

Deferred Giving - Other Purposes

X

Capital Purpose - Endow, Public Service

Y

Current Operations - Public Service

Z

Current Operations - Other Restricted

 

Address Types

In order to use the Millennium Address function of Update/Archive, then for every entry that you create in this lookup table, you must also create a corresponding entry that is the 'Former' version. The Code for the 'former' entries must be the same as the original, but ending in 'f'. For example, for the entries of:

Code Value

a

Home

b

Business

There must be the corresponding entries:

Code Value

af

Former Home

bf

Former Business

 

The Phone Numbers data table uses the following Address Types. When a Phone Number of either of these Types is displayed, it appears as hyperlink text. When the hyperlink is executed, the software will either automatically launch your mail messaging system with the email address in place, or it will automatically access the constituent's web site.

Code Value

email

email

www

Internet

 

Address Utilizations

You will want to edit the Values in this lookup table to label your usage of a particular Code but the codes themselves should not be changed, nor should you add entries to this lookup table.

Code Value

1

Preferred

2

Utilization 2

3

Utilization 3

4

Utilization 4

5

Utilization 5

6

Utilization 6

7

Utilization 7

8

Utilization 8

9

Utilization 9

10

Utilization 10

11

Utilization 11

12

Utilization 12

13

Utilization 13

14

Utilization 14

15

Utilization 15

16

Utilization 16

17

Utilization 17

18

Utilization 18

19

Utilization 19

20

Utilization 20

 

ADE Source

Value
<blank>
Online Directory
Soft Edit

 

Bank Account Type

Code Value

ccd

Commercial Checking Draft

csd

Commercial Savings Draft

pcd

Personal Checking Draft

psd

Personal Savings Draft

 

CAE Categories

These lookup table entries are requires for those institutions which report to the CAE.

Code Value

A

Alumni

N

Consortia

C

Corporation

FS

Faculty and Staff

F

Foundation

N

Fund-raising Consortia

GP

Grandparent

I

Individual

O

Organization (Other Organization)

P

Parent

PF

Personal/Family Foundation

R

Religious Organization

ST

Student

 

Chart of Accounts

While there are no required entries in this lookup table, those institutions who report to the CAE must include an appropriate code for the CAE field within this lookup table.

 

Circle Type

Code Value

<blank>

<blank>

 

Circle Position

Code Value

<blank>

<blank>

 

Comment Types

Code Value

alert

Alert

 

Constituent Types

Because Millennium uses the Group field entries in this lookup table to determine whether a constituent is an Individual, Corporation or Foundation, entries you make to this lookup table must follow the following protocol:

The following Constituent Types are used in certain, standard report templates.

Code Value Type

A

Alumni

 

C

Corporation

C

F

Foundation

F

I

Individual

 

O

Organization

F

P

Parent

 

R

Religious Organization

F

 

Correspondence Mode

Code Value
(blank) (blank)
email Email
letter Letter
phone Phone Call
text Text Message

 

Countries

Code Value

(blank)

(blank)

can

Canada

usa

USA

 

Credit Card Types

Code SPS Code Value

(blank)

 

(blank)

amex

3

American Express

cb

 

Carte Blanche

dine

 

Diner's Club

disc

6

Discover

jcb

7

JCB

mc

5

MasterCard

opt

 

Optima

visa

4

Visa

debit

D

Debit Card

 

Credit Types

Code Value

sp

Spouse

 

Demographic Type

Code Value

aff

Affluence

life

Life

pot

Potential

we-d1

Estimated Giving Rating

we-d2

Estimated Giving Range

we-d3

P2G1 - Propensity to Give Score 1

we-d4

P2G2 - Propensity to Give Score 2

we-d5

P2GCOMB - Propensity to Give

we-d6

Estimated Giving Capacity

we-d7

Influence

we-d8

Inclination

we-d9

Bequest

we-d10

Annuity

we-d11

Trust

we-d12

Total QOM

we-d13

Lexis/Nexis QOM

we-d14

Wealth ID QOM

we-d15

Federal Election Contribution QOM

we-d16

Markey Guide QOM

we-d17

Dun & Bradstreet QOM

we-d18

Do Not Mail QOM

we-d19

Donations QOM

we-d20

Pension QOM

we-d21

Section 527 QOM

we-d22

527 Political Organization QOM

we-d23

GuideStar QOM

we-d24

Trust QOM

we-d25

Market Vessel QOM

we-d26

POW&R QOM

we-d27

GuideStar Foundation Trustees QOM

we-d28

Whos Who QOM

we-d29

Volunteers and Directors QOM

we-d30

Philanthropic Donation QOM

we-d31

State Political Donations QOM

we-d32

Social Security Death Index QOM

we-d33

Airmen QOM

we-d34

Aircraft QOM

we-d35

Client Donor QOM

we-d36

VIP

we-d37

Friend of VIP

we-d38

Non-Profit Donor

we-d39

Age

we-d40

Number of Properties

we-d41 Inclination Affinity
we-d42 Boat Owner
we-d43 Air Craft Owner
we-d44 Board Member

 

Dues Types

Because Millennium uses these codes to trigger calculations, you must not edit, delete or add to the entries in this lookup table.

During data entry, only a few of these lookup table entries may be manually entered by the operator, and those should be flagged as active. All others must be generated by the system and therefore must be flagged as inactive for data entry purposes. All types (active or inactive) are available for criteria selection purposes in the Millennium Reporter.

Code Value Active/Inactive

a

Match Credit Transaction

inactive

aj

Match Credit Journal

inactive

av

Match Credit Void

inactive

b

Bequest Transaction

inactive

bj

Bequest Journal

inactive

bv

Bequest Void

inactive

c

Credit Transaction

active

cj

Credit Journal

inactive

cv

Credit Void

inactive

e

Expectancy Transaction

inactive

ej

Expectancy Journal

inactive

ev

Expectancy Void

inactive

g

Dues Transaction

active

gj

Dues Journal

inactive

gv

Dues Void

inactive

h

Honor Transaction

active

hj

Honor Journal

inactive

hv

Honor Void

inactive

mp

Match Pledge Transaction

inactive

mj

Match Pledge Journal

inactive

mv

Match Pledge Void

inactive

o

Match Potential Transaction

inactive

oj

Match Potential Journal

inactive

ov

Match Potential Void

inactive

p

Pledge Transaction

active

pj

Pledge Journal

inactive

pv

Pledge Void

inactive

r

Pledge Credit Transaction

inactive

rj

Pledge Credit Journal

inactive

rv

Pledge Credit Void

inactive

sp

Sustainer Pledge

active

sj

Sustainer Pledge Journal

inactive

sv

Sustainer Pledge Void

inactive

t

Pledge Potential Transaction

inactive

tj

Pledge Potential Journal

inactive

tv

Pledge Potential Void

inactive

y

Pledge Payment Transaction

inactive

yj

Pledge Payment Journal

inactive

yv

Pledge Payment Void

inactive

z

Cumulative Transaction

inactive

zj

Cumulative Journal

inactive

zv

Cumulative Void

inactive

w

Write Off

inactive

 

Financial Types

Code Value
Code Value

a

Assets

bon

Bonuses

con

Contributions

ex

Expenditures

gr

Grants

in

Investments

net

Net Worth

pp

Personal Property

prof

Total Profit

real

Real Estate

ret

Retirement

sal

Salary

sale

Total Sales

we-f1

Actual Value of Income

we-f2

Actual Value of Income used in Calculation

we-f3

Pension Value

we-f4

Pension Value used in Calculation

we-f5

Total Sales and Holdings

we-f6

Total Sales and Holdings used in Calculation

we-f7

Total Giving

we-f8

Political Giving Plus Lifetime Giving to your Org used in Calc

we-f9

Real Estate Value

we-f10

Real Estate Value used in Calculation

we-f11

Market Guide Compensation

we-f12

Company Value

we-f13

Total Charitable Donations

we-f14

Total Federal Contribution

we-f15 Total Asset
we-f16 Net Worth
we-f17 Liquidity
we-f18 Estimated Annual Donation
we-f19 Income
we-f20 Real Estate Total Value
we-f21 Direct Stock Holdings
we-f22 Total Stock Value
we-f23 Charitable Donations
we-f24 Political Donations
we-f25 Pension

 

Font Names

These lookup table entries are provided for use in the Appearance settings for each user. If additional fonts are desired, they must be installed on the client machine, AND entered in this lookup table. Note that the table consists of Values and does not use Codes.

Value

<blank>

Arial

Comic Sans MS

Courier

Courier New

Garamond

Letter Gothic

Lucida Console

Lucida Sans Unicode

Microsoft Sans Serif

Tahoma

Times New Roman

Verdana

 

Gift Types

Because Millennium uses these codes to trigger calculations, you must not edit, delete or add to the entries in this lookup table.

During data entry, only a few of these lookup table entries may be manually entered by the operator, and those should be flagged as active. All others must be generated by the system and therefore must be flagged as inactive for data entry purposes. All types (active or inactive) are available for criteria selection purposes in the Millennium Reporter.

Code Value Active/Inactive

a

Match Credit Transaction

inactive

aj

Match Credit Journal

inactive

av

Match Credit Void

inactive

b

Bequest Transaction

active

bj

Bequest Journal

inactive

bv

Bequest Void

inactive

c

Credit Transaction

active

cj

Credit Journal

inactive

cv

Credit Void

inactive

e

Expectancy Transaction

active

ej

Expectancy Journal

inactive

ev

Expectancy Void

inactive

g

Gift Transaction

active

gj

Gift Journal

inactive

gv

Gift Void

inactive

h

Honor Transaction

active

hj

Honor Journal

inactive

hv

Honor Void

inactive

mp

Match Pledge Transaction

inactive

mj

Match Pledge Journal

inactive

mv

Match Pledge Void

inactive

o

Match Potential Transaction

inactive

oj

Match Potential Journal

inactive

ov

Match Potential Void

inactive

p

Pledge Transaction

active

pj

Pledge Journal

inactive

pv

Pledge Void

inactive

r

Pledge Credit Transaction

inactive

rj

Pledge Credit Journal

inactive

rv

Pledge Credit Void

inactive

sp

Sustainer Pledge Transaction

active

spj

Sustainer Pledge Journal

inactive

spv

Sustainer Pledge Void

inactive

t

Pledge Potential Transaction

active

tj

Pledge Potential Journal

inactive

tv

Pledge Potential Void

inactive

y

Pledge Payment Transaction

inactive

yj

Pledge Payment Journal

inactive

yv

Pledge Payment Void

inactive

z

Cumulative Transaction

inactive

zj

Cumulative Journal

inactive

zv

Cumulative Void

inactive

w

Write Off

inactive

 

Job Status

Code Value

act

Active

no

No Longer at This Position

ret

Retired

 

Locators

Code Value

g

Good

d

Deceased

form

Former

l

Lost

o

Omit

r

Returned

 

Marital Status

Code Value

ds

Deceased Spouse

m

Married

ss

Surviving Spouse

d

Divorced

dvsp

Divorced Spouse

 

Membership Classification

Code Value

life

Life

single

Single

family

Family

joint

Joint

jtlife

Joint Life

jtfam

Joint Family

 

Membership Status

Code Value

act

Active

dwng

Downgrade

iact

Inactive

lap

Lapsed

new

New

renew

Renewed

rj

Re-join

rjd

Re-join Downgrade

rju

Re-join Upgrade

upg

Upgrade

 

Name Types

Code Value

a

Preferred

comb

Combined Mailing Name (IF USED)

con

Contact Name

csal

Combined Salutation Name (IF USED)

event

Event Name

ha

Husband Preferred

sp

Spouse Name (Used for a non-constituent spouse name)*

wa

Wife Preferred

 

Places

This lookup table requires that a blank entry be present, in addition to the following requirements.

All states and territories, possessions, etc. of the U.S. use their two-letter postal abbreviation for their codes and state or territory name as their value.
For example:

Code Value

AL

Alabama

AK

Alaska

. .
. .
. .

GU

Guam

PW

Palau

FM

Fed States of Micronesia

MH

Marshall Islands

MP

Northern Mariana Islands

The codes and values for the Canadian subdivisions should be as follows:

Code Value

AB

Alberta

BC

British Columbia

LB

Labrador

MB

Manitoba

NB

New Brunswick

NF

Newfoundland

NT

Northwest Territories

NS

Nova Scotia

ON

Ontario

PE

Prince Edward Island

PQ

Quebec

SK

Saskatchewan

YT

Yukon

 

Pledge Types

Code Value

a

Annual

an

Annual No Bill

b

Bi-Monthly

bn

Bi-Monthly No Bill

m

Monthly

mn

Monthly No Bill

q

Quarterly

qn

Quarterly No Bill

s

Semi-Annual

sn

Semi-Annual No Bill

sm

Semi-Monthly

smn

Semi-Monthly No Bill

z

Special

zn

Special No Bill

 

Priority

Code Value

0

Low

1

Normal

2

High

 

Quid Pro Quo Items

Code Value

q8020

System-Generated 80/20 Quid Pro Quo

 

Rating Companies

Code Value

we

WealthEngine

 

Relation Pairs

Rel Is A

Rel Whose

pmdir

pmsrd

pmdir

pmasst

pmdir

pmres

pmdir

pm

pmdir

pms

pmsrd

pmasst

pmsrd

pmres

pmsrd

pm

pmsrd

pms

pm

pmasst

pm

pmres

pm

p

pm

pp

pms

pmasst

pms

pmres

pms

p

pms

pp

 

Relationships

Code Value

book

Bookmark

booker

Bookmarker

boss

Employer

bro

Brother

ch

Child

cm

Not Spouse Combine Mailing

compny

Company

daug

Daughter

dsp

Deceased Spouse

dvsp

Divorced Spouse

emp

Employee

fath

Father

fbos

Former Employer

femp

Former Employee

gsol

Gift Solicitor

lp

Life Partner

lpnm

Separate Mailing Address Life Partner

mcmpny

Match Through Company

moth

Mother

p

Prospect

par

Parent

pc

Parent Corporation

pm

Prospect Manager

pmasst

Prospect Manager Assistant

pmdir

Prospect Manager Director

pmres

Prospect Manager Researcher

pms

Secondary Prospect Manager

pmsrd

Prospect Manager Secondary Director

pp

Potential Prospect

remp

Retired Employee

sib

Sibling

sis

Sister

son

Son

sp

Spouse

spnm

Separate Mailing Address Spouse

ssp

Surviving Spouse

sub

Subsidiary

 

Report Groups

Code Value Type

(blank)

(blank)

allrpt (All Reports)

ecomm

On-line Directory Reports

allrpt (All Reports)

driv Drive allrpt (All Reports)

home

Home Page Reports

allrpt (All Reports)

pda

Mobile Reports

allrpt (All Reports)

 

Response Method

Code Value

email

Email

text

Text

 

Response Type

Code Value

(blank)

(blank)

reg

Registered

unsub Unsubscribe

 

Seating Shape

Code Value

oval

Oval

rec

Rectangle

row

Row

rnd

Round

sqr

Square

 

Source Types

Code Value

blast

Blast Email

 

Table Groups

Code Value Description

(blank)

(blank)

 

$

$

Used by Memory Names to indicate the desired formatting of the data.

allrpt

All Reports

Used by Report Groups lookup table to indicate that a report is not assigned to any one, specific group.

av

Audio Video Needs

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Audio Video Needs), and the field within it (oinfotype1) that will use that entry.

av2

Audio Video Needs 2

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Audio Video Needs), and the field within it (oinfotype2) that will use that entry.

av3

Audio Video Needs 3

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Audio Video Needs), and the field within it (oinfotype3) that will use that entry.

av4

Audio Video Needs 4

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Audio Video Needs), and the field within it (oinfotype4) that will use that entry.

C

Corporation

Used by Constituent Type to indicate the type of Basic Data display and maintenance templates to be used for that entry.

clos

Closed

Used by Gift and Dues Batch Numbers to indicate the status of the batch.

desc

Descriptor

Used by Memory Names to indicate the desired formatting of the data.

F

Foundation

Used by Constituent Type to indicate the type of Basic Data display and maintenance templates to be used for that entry.

for

Non-USA

Used by Countries to flag countries other than the USA.

lodg

Lodging

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Lodging), and the field within it (oinfotype1) that will use that entry.

lodg2

Lodging 2

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Lodging), and the field within it (oinfotype2) that will use that entry.

lodg3

Lodging 3

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Lodging), and the field within it (oinfotype3) that will use that entry.

lodg4

Lodging 4

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Lodging), and the field within it (oinfotype4) that will use that entry.

mem

Membership

 

menu

Menu

Used by the Item Name lookup table to specify that the Item is a menu choice.

no

No Format

Used by Memory Names to indicate the desired formatting of the data.

open

Open

Used by Gift and Dues Batch Numbers to indicate the status of the batch.

rbio

Biographical

Used by Report Groups to categorize a group for the Biographical library of templates.

rcomp

Comparison

Used by Report Groups to categorize a group for the Biographical library of templates.

rdaily

Daily

Used by Report Groups to categorize a group for the Biographical library of templates.

revent

Event

Used by Report Groups to categorize a group for the Biographical library of templates.

rfin

Financial & Giving

Used by Report Groups to categorize a group for the Financial library of templates.

rmail

Mailing

Used by Report Groups to categorize a group for the Mailing library of templates.

rmemb

Membership

Used by Report Groups to categorize a group for the Membership library of templates.

rpldg

Pledge Reports

Used by Report Groups to categorize a group for the Pledge library of templates.

rtrack

Prospect Tracking Reports

Used by Report Groups to categorize a group for the Prospect Tracking library of templates.

rquery

Search Query

Used by Report Groups to categorize a group of saved search results.

spec

Special Needs

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Special Needs), and the field within it (oinfotype1) that will use that entry.

spec2

Special Needs 2

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Special Needs), and the field within it (oinfotype2) that will use that entry.

spec3

Special Needs 3

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Special Needs), and the field within it (oinfotype3) that will use that entry.

spec4

Special Needs 4

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Special Needs), and the field within it (oinfotype4) that will use that entry.

tourn

Tourney Needs

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Tourney Needs), and the field within it (oinfotype1) that will use that entry.

tourn2

Tourney Needs 2

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Tourney Needs), and the field within it (oinfotype2) that will use that entry.

tourn3

Tourney Needs 3

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Tourney Needs), and the field within it (oinfotype3) that will use that entry.

tourn4

Tourney Needs 4

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Tourney Needs), and the field within it (oinfotype4) that will use that entry.

trans

Transportation

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Transportation), and the field within it (oinfotype1) that will use that entry.

trans2

Transportation 2

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Transportation), and the field within it (oinfotype2) that will use that entry.

trans3

Transportation 3

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Transportation), and the field within it (oinfotype3) that will use that entry.

trans4

Transportation 4

Used by the Events Other Info Lookup table to indicate the type of Other Info data table (Transportation), and the field within it (oinfotype4) that will use that entry.

 

Task Status

Code Value

0

Not Started

1

In Progress

2

Completed

3

Waiting

4

Deferred

 

Tender

Code Value

bank

Bank Draft

c

Cash (recommended)

cc

Credit Card

gik

Gift in Kind

sec

Securities

pp

Personal Property (recommended)

rp

Real Property (recommended)

 

ZIP Codes

As Millennium is installed, a ZIP Code lookup table containing the nearly 45,000 standard, US ZIP Codes. Each of these entries includes data in the fields: ZIP Code, City, County, State, and Time Zone.

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