Contact Info
The Contact Info table is used to maintain contact information such as a primary salutation, address, phone or email address for any contact that you may store in your Relation data table. A Contact Info data row links to an existing relationship row - it is created via an existing relationship row and will display with that relationship row. A Contact Info row can be linked to either a Constituent or a Non-Constituent relationship row. A Contact Info row's 'owner' is the constituent who owns the relationship row to which it is linked - the 'Is A' constituent. The Contact Info row's information is about the 'Whose' constituent or non-constituent.
Example: Jason Jones is a major gift prospect. Holly Smith is your site's researcher. A Tracking row is created for Jason Jones. A prospect manager/prospect relationship, linked to this Tracking row, is created between Holly and Jason; Holly Smith is a prospect manager whose prospect is Jason Jones. Now, link a Contact Info row to the prospect manager side (Holly's) of this relationship. Holly Smith owns the Contact Info row, and it links to her prospect manager/prospect relationship and it displays with her data. The address, phone and email address information in the Contact Info row is Jason's.
If your organization uses Instant Address:
The 
Envelope button displays next to the Line 1 field to indicate that Instant Address is available to help you enter a valid mailing address for the contact, or to verify that the contact's address is valid according to "postal authority data". Instructions for using Instant Address are located in the Using Instant Address to enter and verify addresses topic.
What is Instant Address?
Instant Address is a third party service that is offered by Initium Software and integrated into Millennium. It assists users when entering and updating address information by providing real-time address autocomplete functionality and address verification. For information about Initium Software and Instant Address, visit www.initiumsoftware.com.
Create a Contact Info Record
- Locate the relationship row to which the Contact Info Row will link.
- Point to the Edit button to the left of this row in order to access the context menu.
- Point to Link, and click Contact Info.
- Notice that the Contact Info Insert form contains no name fields, other than Salutation. If the relationship is a constituent relationship, the name fields in the Contact Info row will be populated with the name fields from the 'Whose' constituent's (the contact) preferred Name row. If the relationship is a non-constituent relationship, the name fields will be populated with the name fields from this relationship row. These fields cannot be overwritten (but see Notes, below). The Salutation will default to the contact's Title and Last Name. If you want to override this system behavior, either check the Override salutation and save salutation as: check box and supply the desired salutation, or begin to type in the desired salutation and the Override salutation . . check box will be automatically checked for you.
- If the relationship is a constituent relationship, the address information (except phone and fax) on the Contact Info insert form will be populated with the 'Whose' constituent's good, preferred address(see Notes, below). If more than one good, preferred address exists, then it will be populated with the fields from the first good, preferred address found by the system. If you want to populate this Contact Info row with a different address, either check the Override default address and save as: check box and supply the desired address, or begin to type in the desired address, tab to another address field, and the Override default address . . . check box will be automatically checked for you.
- If desired, enter a phone number, fax number and email address for the contact, check any of the 10 user-defined Yes/No flags as you want, enter a comment, and click Insert. A new data row is created in the Contact Info table and this new row is linked to the existing Relationship row. Or, click Cancel to halt this process and return to the relationship row display.
Update/Delete a Contact Info Record
- Locate the relationship row to which the Contact Info Row is linked.
- Point to the Edit button to the left of the desired Contact Info row to access the context menu. Click the Update/Delete menu item to display the Contact Info Update Form.
- To Delete the row, click Delete. The row is unlinked from the relationship row, and removed from the Contact Info data table.
- To Update the row, make your changes and additions as desired, and click Update. Note that if the address stored in the Contact Info row is the contact's good, preferred address (the default address), and any changes are made to this address will override this default address data, the Override default address . . . check box is automatically checked, and on Update, the contact address will no longer link to the default address in the address table. (the address link field is set to 0).
Although the name fields that are stored in Contact Info data rows cannot be updated or changed when Inserting or Updating a Contact Info row, these name fields (except salutation) will be updated when any changes are made to the corresponding fields in the name row (if contact is a constituent) or relation row (if contact is not a constituent).
If the Contact Info address information is the contact's default address, when changes are made to the default address via Address Maintenance, the address information in the constituent's Contact Info row will be updated with these changes. However, ff the contact's default address is deleted, the address information in the Contact Info row will remain intact.
Contact Info Field Descriptions
Contact Info data is stored in the contactinfo data table. The following fields are included. The field labels and non-displaying designations that are listed here are those that the system uses by default. If you want to override these default settings, you must customize your display definition.
Note: Custom fields are included in the data table, and are available for any purpose that you want to define. These fields are not shown on the standard Display or standard Data Maintenance forms. If you want to make use of one or more of the custom fields, use the Custom Display Designer to edit the standard Display and Data Maintenance forms.
|
Field Name Field Label |
Lookup Table |
Type SQL/Oracle Length [Default] {Check} |
Description |
|---|---|---|---|
|
contkey non-displaying |
none |
numeric/number 13,0
|
The primary key field for all rows in all tables. This field holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (System field) |
|
contid non-displaying |
none |
char 10
|
This field holds the ID number of the constituent who owns this row, providing a link between this row and all others in all other tables which also belong to the same constituent. (System field) |
|
contdoc non-displaying |
none |
char 1 ['N']
|
This field holds a Y/N flag to indicate the existence of a linked document for this row. (System field) |
|
contdate no label |
none |
datetime/date
[getdate()]
|
The date that this Contact row was last updated. This field is automatically entered by the system. (System field) |
|
contuserid no label |
none |
varchar/varchar2 30 [suser_sname()]
|
The User ID of the operator that last edited this Contact row. It is automatically entered by the system. (System field) |
|
contugroup non-displaying |
none |
char 1 ['Z']
|
This field holds the Group letter that was associated with the User ID of the operator who last edited this row. (System field) |
|
conttitle* Title |
Title |
char 30
{null} |
This field holds the name title for the contact person. It is automatically entered by the system. (System column) If the contact is a constituent, it is the title field from his or her preferred name; if the contact is not a constituent, it is the title field from the relation row to which this row is linked. It cannot be overwritten, but will be updated with any changes made to this field in the name row (if contact is a constituent) or relation row (if contact is not a constituent). |
|
contfirst* First |
none |
char 30
{null} |
This field holds the first name of the contact person. It is automatically entered by the system (System column) If the contact is a constituent, it is the first name field from his or her preferred name; if the contact is not a constituent, it is the first name field from the relation row to which this row is linked. It cannot be overwritten, but will be updated with any changes made to this field in the name row (if contact is a constituent) or relation row (if contact is not a constituent). |
|
contmiddle* Middle |
none |
char 30
{null} |
This field holds the middle name of the contact person. It is automatically entered by the system (System column). If the contact is a constituent, it is the middle name field from his or her preferred name; if the contact is not a constituent, it is the middle name field from the relation row to which this row is linked. It cannot be overwritten, but will be updated with any changes made to this field in the name row (if contact is a constituent) or relation row (if contact is not a constituent). |
|
contlast* Last |
none |
char 55
{null} |
This field holds the last name of the contact person. It is automatically entered by the system (System column). If the contact is a constituent, it is the last name field from his or her preferred name; if the contact is not a constituent, it is the last name field from the relation row to which this row is linked. It cannot be overwritten, but will be updated with any changes made to this field in the name row (if contact is a constituent) or relation row (if contact is not a constituent). |
|
contsuffix* Suffix |
none |
char 30
{null} |
It is automatically entered by the system (System column). If the contact is a constituent, it is the suffix field from his or her preferred name; if the contact is not a constituent, it is the suffix field from the relation row to which this row is linked. It cannot be overwritten, but will be updated with any changes made to this field in the name row (if contact is a constituent) or relation row (if contact is not a constituent). |
|
contsalut* non-displaying |
none |
varchar/varchar2 110
{null} |
This field holds the salutation for the contact person. (System column) If the contact is a constituent, it defaults to the title and last name fields from his or her preferred name, but it can be overwritten (See contsalflg). |
|
contsalflg Salutation Flag |
none |
char 1 ['N'] {null} |
This field allows you to override the system-generated contact salutation. (See contsalut) |
|
contsortnm non-displaying |
none |
char 30
{null} |
This system-generated field holds a compressed version of the name, used for sorting and alphabetizing purposes. (System column) If the contact is a constituent, it is the sort field from his or her preferred name; if the contact is not a constituent, it is the sort field from the relation row to which this row is linked. |
|
contntype non-displaying |
Name Types |
char 6
{null} |
This system-generated field holds a copy of the Name Type represented in this data row. (System column) |
|
contlinkid Contact ID |
none |
char 10
{null} |
This system-generated field holds a copy of the relrelatid from the relation row to which this row is linked. (System column) |
|
contjobttl Job Title |
none |
char 50
{null} |
The contact's job title. |
|
contaddrl1 no label |
none |
char 40
{null} |
This field holds Line 1 of the contact's address. If the contact is a constituent, it defaults to the Line 1 field from his or her good, preferred address, but may be overwritten (See contaddrfl). |
|
contaddrl2 no label |
none |
char 40
{null} |
his field holds Line 2 of the contact's address. If the contact is a constituent, it defaults to the Line 2 field from his or her good, preferred address, but may be overwritten (See contaddrfl). |
|
contaddrl3 no label |
none |
char 40
{null} |
This field holds Line 3 of the contact's address. If the contact is a constituent, it defaults to the Line 3 field from his or her good, preferred address, but may be overwritten (See contaddrfl). |
|
contcity no label |
none |
char 30
{null} |
The City associated with the ZIP Code for the contact's address. (System field) If the contact is a constituent, it uses the ZIP code field from his or her good, preferred address, but the ZIP code may be overwritten (See contaddrfl). |
|
contplace no label |
Places |
char 6 [' '] {not null} |
The State, Province or other designation associated with the ZIP Code for the contact's address. (System column) If the contact is a constituent, it uses the ZIP code field from his or her good, preferred address, but the ZIP code may be overwritten (See contaddrfl). |
|
contcntry Country |
Countries |
char 6 [' '] {not null} |
The country associated with the ZIP Code for the contact's address.(System column) If the contact is a constituent, it uses the ZIP code field from his or her good, preferred address, but the ZIP code may be overwritten (See contaddrfl). |
|
contcounty no label |
County |
char 30
{null} |
The county associated with the ZIP Code for the contact's address. (System column) If the contact is a constituent, it uses the ZIP code field from his or her good, preferred address, but the ZIP code may be overwritten (See contaddrfl). |
|
contzipcod no label |
ZIP Code |
char 15
{null} |
The ZIP Code associated with the contact's address. If the contact is a constituent, it defaults to the ZIP code field from his or her preferred address, but may be overwritten (See contaddrfl). |
|
contregion Region |
Regions |
char 6 [' '] {not null} |
The Region associated with the ZIP Code for the Address. (Update/Override) If the contact is a constituent, it uses the ZIP code field from his or her good, preferred address, but the ZIP code may be overwritten (See contaddrfl). |
|
contdstrct District |
District |
char 6 [' '] {not null} |
The District associated with the ZIP Code for the Address. (Update/Override) If the contact is a constituent, it uses the ZIP code field from his or her good, preferred address, but the ZIP code may be overwritten (See contaddrfl). |
|
contterrit Territory |
Territory |
char 6 [' '] {not null} |
The Territory associated with the ZIP Code for the Address. (Update/Override) If the contact is a constituent, it uses the ZIP code field from his or her good, preferred address, but the ZIP code may be overwritten (See contaddrfl). |
|
contzone Zone |
Zone |
char 6 [' '] {not null} |
The Zone associated with the ZIP Code for the Address. (Update/Override) If the contact is a constituent, it uses the ZIP code field from his or her good, preferred address, but the ZIP code may be overwritten (See contaddrfl). |
|
contaddrfl Address Link Flag |
none |
char 1 ['N '] {null} |
This field allows you to override the system-generated default address. |
|
Address Link Key |
none |
char 1 ['N '] {null} |
This field holds the key of the address if the contaddrfl is not checked to override. If the contaddrfl is not checked to override, the contact info address fields will be updated with any changes made to those fields in the Address row to which this is linked. |
|
contphone Phone |
none |
varchar/varchar2 30
{null} |
The phone number for the contact. |
|
contfaxph FAX |
none |
varchar/varchar2 30
{null} |
The FAX phone number for the contact. |
|
contemail |
none |
varchar/varchar2 200
{null} |
The email address for the contact. |
|
contflag1 Custom Flag 1 |
none |
char 1 ['N '] {null} |
This Yes/No Flag is to customize for Site Specific Use. |
|
contflag2 Custom Flag 2 |
none |
char 1 ['N '] {null} |
This Yes/No Flag is to customize for Site Specific Use. |
|
contflag3 Custom Flag 3 |
none |
char 1 ['N '] {null} |
This Yes/No Flag is to customize for Site Specific Use. |
|
contflag4 Custom Flag 4 |
none |
char 1 ['N '] {null} |
This Yes/No Flag is to customize for Site Specific Use. |
|
contflag5 Custom Flag 5 |
none |
char 1 ['N '] {null} |
This Yes/No Flag is to customize for Site Specific Use. |
|
contflag6 Custom Flag 6 |
none |
char 1 ['N '] {null} |
This Yes/No Flag is to customize for Site Specific Use. |
|
contflag7 Custom Flag 7 |
none |
char 1 ['N '] {null} |
This Yes/No Flag is to customize for Site Specific Use. |
|
contflag8 Custom Flag 8 |
none |
char 1 ['N '] {null} |
This Yes/No Flag is to customize for Site Specific Use. |
|
contflag9 Custom Flag 9 |
none |
char 1 ['N '] {null} |
This Yes/No Flag is to customize for Site Specific Use. |
|
contflag10 Custom Flag 10 |
none |
char 1 ['N '] {null} |
This Yes/No Flag is to customize for Site Specific Use. |
|
contsource Source |
Source |
char 6 [' ']
|
The source for the information in this row. (System column) |
|
contlnkfil non-displaying |
none |
char 2
{null} |
This field contains a copy of the file number for the data table to which this Contact Info row is linked. (System field) |
|
contlnkkey non-displaying |
none |
numeric/number 13,0 [0] {not null} |
This field holds a copy of the key field from the row to which this Contact Info row is linked. (System field) |
|
contdate1
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. (System column) |
|
contdate2
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. (System column) |
|
contmny1
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. (System column) |
|
contmny2
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. (System column) |
|
contnum1
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. (System column) |
|
contnum2
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. (System column) |
|
contyesno
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. (System column) |
|
contlook1
|
Contact Info Lookup1 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. (System column) |
|
contlook2
|
Contact Info Lookup2 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. (System column) |
|
contlook3
|
Contact Info Lookup3 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. (System column) |
|
conttext
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. (System column) |
|
contfnum non-displaying |
none |
char 2 ['79'] {'79'} |
The file (table) number for the Contact Info table. (System field) |
|
contcrdate non-displaying |
none |
datetime/date
[getdate()]
|
The date that the row was created. (System field) |
|
contcomm no label |
none |
varchar/varchar2 4000 [null]
|
A free text Comment that may be entered and displayed with this row only. (System column) |
|
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
contdate4
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
contdate5
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
contdate6
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
contdate7
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
contdate8
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
contdate9
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
contdte10
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
contdte11
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
contdte12
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
contmny3
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
contmny4
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
contmny5
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
contmny6
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
contmny7
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
contmny8
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
contmny9
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
contmny10
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
contmny11
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
contmny12
|
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
contnum3
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
contnum4
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
contnum5
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
contnum6
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
contnum7
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
contnum8
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
contnum9
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
contnum10
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
contnum11
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
contnum12
|
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
contchk1
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
contchk2
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
contchk3
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
contchk4
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
contchk5
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
contchk6
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
contchk7
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
contchk8
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
contchk9
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
contchk10
|
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
conttxt1
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
conttxt2
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
conttxt3
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
conttxt4
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
conttxt5
|
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
continitum Initium Status |
none |
char 1 [null] {' ','O','V'} |
This column displays the status of the address if your organization uses Initium Instant Address. It contains a single character that indicates whether the address has been validated or overridden, as follows: O - Overridden V - Validated Blank - no status |
|
continitds non-displaying
|
none |
char 1 [''] {'','E','T','M','S', |
This field is available for use with Initium Instant Address. It contains a single character that describes the detail status of the address as follows: E - Exact T - Tentative M - Multiple S - Secondary U - Unmatched F - Foreign P - Primary Blank - No detail status |
|
contindate Initium verification date |
none | datetime | This field specifies the last date and time that the address was validated using Initium Instant Address. |
|
continitvr Initium verification Info |
none |
varchar 30 |
This field contains the verification information returned from Initium for the address, if any. |
Indices - Contact Info
| Index | Primary | Foreign | Unique | Fields | Sort |
|---|---|---|---|---|---|
| pk_contactinfo | Y | Y | contkey | ASC | |
| contactinfo02 | contid | ASC | |||
| contactinfo03 | contzipcod | ASC | |||
| contactinfo04 | contregion | ASC | |||
| contactinfo05 | contlnkkey contlnkfil |
ASC | |||
| contactinfo06 | contlinkid | ASC | |||
| contactinfo07 | contaddrky | ASC | |||
| contactinfo08 | contdate | ASC |