Demographics
The Demographic table is designed to hold a set of information, usually provided by a third party, that evaluates some aspect of a constituent's possible ability to give.
Certain electronic screening companies, such as WealthEngine, Bentz Whaley Flessner, or Grenzebach, Glier and Associates, or Marts and Lundy, Inc., will perform research based on a diverse set of factors. These might include such things as address and neighborhood assessment, giving history, boat ownership, property taxes, magazine subscriptions, stock ownership, real estate holdings, etc. Based on the results of that research, or some internal evaluation process, a rating or appraisal is returned for each constituent, in categories such as Lifestyle, Potential, Affluence, or any other description that you define in the Demographic Type lookup table. Each of these categories and the associated rating or evaluation is placed in a row in the Demographic table.
This information can be very useful in identifying those members of your constituency who may have a greater potential than their giving history alone would indicate, or highlight those you may want to cultivate more vigorously.
You may record the evaluation in either a free-text field labeled Value, or in a lookup table-driven field labeled Segment (or both). The row includes fields for the Date of the evaluation and the name of the Rating Company or source.
The Demographic table is part of the Prospect Tracking group of data tables.
- Millennium system administrators or the database administrator can configure audit logging for the Demographic data table. For more information, see Audit Log.
- An Administrator can remove the Demographic table from the Millennium Explorer if not used. See Table Options for more information.
Linked Demographic Rows
When a Demographic row exists for a constituent, you may create a one-to-one linked Demographic row belonging to the spouse or another constituent. This type of linked row will be a copy of the first constituent's row. You may also link an existing Demographic row to an Demographic row that also already exists for the spouse or for another constituent. Once you do so, the Demographic row for the second constituent will be overwritten with the first constituent's Demographic row information.
When the Demographic rows are linked, any edits that are made via one constituent's row will automatically be applied to the second constituent's row as well. This is true whether subsequent edits are made via the original constituent or the second constituent's data row. Likewise, if either of the rows is deleted, the linked row will also be deleted. Linked rows may be unlinked. This then, preserves both data rows and allows you to perform edits or deletions to one row without affecting the other.
The following topics discuss the creation and maintenance of linked Demographic rows in complete detail.
Data Maintenance, Link New to Existing
Data Maintenance, Link to Existing to Existing
Data Maintenance, How to Link New to Existing
Data Maintenance, How to Link Existing to Existing
Demographic Field Descriptions
Demographic data is stored in the demogrph 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 |
|---|---|---|---|
|
demokey 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) |
|
demoid 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) |
|
demodoc 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) |
|
demodate no label |
none |
datetime/date
[getdate()]
|
The date that this Demographic row was last updated. This field is automatically entered by the system. (system field) |
|
demouserid no label |
none |
varchar/varchar2 30 [suser_sname()]
|
The User ID of the operator that last edited this Demographic row. It is automatically entered by the system. (system field) |
|
demougroup 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) |
|
demotype no label |
Demographic Type |
char 6 [' ']
|
The kind of assessment represented by the information in this row. |
|
demovalue Value |
none |
char 60
|
A free-text evaluation of the constituent, based on a set of factors associated with this Demographic Type. |
|
demortngco Company |
Rating Companies |
char 6 [' ']
|
The third party rating company (if any) that provided the evaluation shown in this row. |
|
demordate Date |
none |
datetime/date
|
The date on which the Value or Segment was determined for this constituent. |
|
demosegmnt Segment |
Demographic Segments |
char 6 [' ']
|
A lookup table-driven field that describes the level or assessment for this constituent for this Demographic type. |
|
demosource Source |
Source |
char 6 [' ']
|
The source for the information in this row. |
|
demopoint non-displaying |
none |
numeric/number 10,0
|
This system-assigned field is no longer used or supported. (system field) |
|
demofnum non-displaying |
none |
char 2 ['20'] {'20'} |
The file (table) number for the Demographic table. (system field) |
|
democrdate non-displaying |
none |
datetime/date
[getdate()]
|
The date that the row was created. (system field) |
|
democomm no label |
none |
varchar/varchar2 255
|
A free text Comment that may be entered and displayed with this row only. |
|
demodate1
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demodate2
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demomny1
|
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. |
|
demomny2
|
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. |
|
demonum1
|
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. |
|
demonum2
|
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. |
|
demoyesno
|
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. |
|
demolook1
|
Demographic 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. |
|
demolook2
|
Demographic 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. |
|
demolook3
|
Demographic 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. |
|
demotext
|
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. |
|
demojntid non-displaying |
none |
char 10 [' ']
|
If this row is joint with another constituent (each constituent owns a row containing the same data and which are dynamically updated), this field provides linkage between the two rows. If the row is not joint, this field is blank. If it is joint, this field holds a copy of the ID Number of the other constituent who owns the other data row. (system field) |
|
demojntkey non-displaying |
none |
numeric/number 13,0 [0]
|
If this row is joint with another constituent (each constituent owns a row containing the same data and which are dynamically updated), this field provides linkage between the two rows. If the row is not joint, this field is blank. If it is joint, this field holds a copy of the key field from the other data row. (system field) |
|
demopend non-displaying |
none |
char 1 ['N'} {'N' or 'Y'} |
This field is a flag to indicate that this data row has linked information in the 'pending' demogrph table as a result of data entry by the constituent via the Online Constituent Directory. That linked info is awaiting incorporation into this data row. (system field)
|
|
demoupkey non-displaying |
none |
numeric/number 13, 0
|
This field holds the timekey of the pending data row that may be updated from the demogrph_pending table. (system field) |
|
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demodate4
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demodate5
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demodate6
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demodate7
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demodate8
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demodate9
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demodte10
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demodte11
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demodte12
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
demomny3
|
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. |
|
demomny4
|
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. |
|
demomny5
|
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. |
|
demomny6
|
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. |
|
demomny7
|
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. |
|
demomny8
|
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. |
|
demomny9
|
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. |
|
demomny10
|
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. |
|
demomny11
|
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. |
|
demomny12
|
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. |
|
demonum3
|
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. |
|
demonum4
|
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. |
|
demonum5
|
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. |
|
demonum6
|
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. |
|
demonum7
|
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. |
|
demonum8
|
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. |
|
demonum9
|
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. |
|
demonum10
|
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. |
|
demonum11
|
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. |
|
demonum12
|
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. |
|
demochk1
|
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. |
|
demochk2
|
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. |
|
demochk3
|
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. |
|
demochk4
|
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. |
|
demochk5
|
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. |
|
demochk6
|
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. |
|
demochk7
|
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. |
|
demochk8
|
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. |
|
demochk9
|
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. |
|
demochk10
|
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. |
|
demotxt1
|
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. |
|
demotxt2
|
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. |
|
demotxt3
|
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. |
|
demotxt4
|
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. |
|
demotxt5
|
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. |
|
demoactive
|
none |
char 1 ['N'] {'N' or 'Y'} |
This field indicates the active demographic row if your institution decides it wants to archive, rather than overwrite, demographic data imported from WealthEngine. If the field has a value of 'N', the row is inactive, or archived. If the field has a value of 'Y', the row is active. |
|
demoadesrc non-displaying |
ade_source |
char 30
|
If this row is created or updated from data that originally came from the demogrph_pending table, then this field will hold information about the data's import source. Data from the Online Constituent Directory will have a source of Online Directory. Data from Soft Edit users will have a source of Soft Edit. Data whose import source is the ADE Import Tool can be assigned a value (other than Online Directory or Soft Edit) from the ade_source lookup table by the user who executes the utility, or the source can be blank. |
Indices - Demographic
|
Index |
Primary |
Foreign |
Unique |
Fields |
Sort |
|---|---|---|---|---|---|
|
pk_demogrph |
Y |
|
Y |
demokey |
ASC |
|
demogrph02 |
|
Y |
|
demoid |
ASC |
|
demogrph03 |
|
|
|
demojntkey |
ASC |