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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:

Any Code and Value that represents an individual (whether it is a parent, friend, employee, alumnus, or any other designation you might choose) should have the Group field blank in the lookup table entry.
Any Code and Value that represents a corporation (whether public, private or any other designation) should use Corporation in its Group field.
Any Code and Value that represents a foundation (whether family, matching, or any other designation) should use Foundation in its Group field.

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.

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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