Profile Lookup Tables
The topics in this section describe the profile lookup tables.
| Welcome to Millennium |
|
| Current Release Notes |
|
| Release Notes Archive |
|
| Release Notes for Millennium 2024.1 |
|
| Release Notes for Millennium 2017.1 |
|
| Release Notes for Millennium 2016.1 |
|
| Release Notes for Millennium 2015.1 |
|
| Release Notes for Millennium 2014.1 |
|
| Release Notes for Millennium 2014 |
|
| Release Notes for Millennium 2013 |
|
| Release Notes for Millennium 7.9 |
|
| Release Notes for Millennium 7.8 |
|
| Release Notes for Millennium 7.7 |
|
| Release Notes for Millennium 7.6.1 |
|
| Release Notes for Millennium 7.6 |
|
| Release Notes for Millennium 7.5 |
|
| Release Notes for Millennium 7.4 |
|
| Release Notes for Millennium 7.3.1 |
|
| Release Notes for Millennium 7.3 |
|
| Release Notes for Millennium 7.2.2 |
|
| Release Notes for Millennium 7.2.1 |
|
| Release Notes for Millennium 7.2 |
|
| Release Notes for Millennium 7.1 |
|
| Log On and Log Off |
|
| Logging On to Millennium |
|
| Logging Off |
|
| Setting Up Multifactor Authentication |
|
| Clear User ID |
|
| Change Your Password |
|
| Millennium Explorer |
|
| Tasks |
|
| Favorites |
|
| Bookmarks |
|
| My Prospects |
|
| Customizing the My Prospects List |
|
| Customizing the My Prospect List Filters |
|
| Creating an Active Prospect/Prospect Manager Relationship |
|
| Creating an Active Prospect Manager/Assistant or Researcher Relationship |
|
| Displaying My Prospects as Favorites |
|
| My Prospects On-Demand Reports |
|
| My Staff |
|
| Customizing the My Staff List Display |
|
| Creating an Active Director/Prospect Manager Relationship |
|
| Creating an Active Prospect Manager/Assistant or Researcher Relationship |
|
| Displaying My Staff as Favorites |
|
| My Staff On-Demand Reports |
|
| My Tasks |
|
| Visual Analyzer |
|
| Reassigning Prospects |
|
| Prospect Reassignment Form |
|
| Recent Reports |
|
| Save a Favorites List Display |
|
| Profiles World |
|
| Search for Constituents |
|
| Standard Search |
|
| Searching with the Default Search Database Form |
|
| Advanced Search |
|
| Running an Advanced Search |
|
| Advanced Search Criteria |
|
| Search Results |
|
| Create a New Constituent |
|
| Data Display |
|
| Gift and Dues Data Display |
|
| Create and Maintain Data Display Sorts |
|
| Filters |
|
| Defining Filter Criteria |
|
| Filter Criteria Form |
|
| Constituent Alerts |
|
| Data Maintenance |
|
| Maintain Simple and Joint Gifts and Dues Transactions |
|
| Fast Data Entry for Gifts and Dues |
|
| Hot Keys |
|
| Wildcards |
|
| Value-based Lookup Tables in Data Entry and Maintenance |
|
| Attachments |
|
| Soft Edits |
|
| Biographical Data Tables |
|
| Addresses |
|
| Phone Numbers |
|
| Internet (web and email) Addresses |
|
| Instant Address |
|
| Using Instant Address to enter and verify addresses |
|
| Attributes |
|
| Basic Data |
|
| Citizenship |
|
| Circle Definition |
|
| Circle Membership |
|
| Comments |
|
| Correspondence |
|
| Coverage |
|
| Custom Bio |
|
| Death |
|
| Education |
|
| Employment |
|
| Event Log for Constituents |
|
| Names |
|
| System Generated Names |
|
| Relationships |
|
| Contact Info |
|
| Relation Tree |
|
| Gifts and Dues |
|
| Gift Transactions, Allocations, Amounts, and Linked Secondary Tables |
|
| Bank Draft |
|
| Credit Card |
|
| Gift In Kind |
|
| Honor and Memory Transactions for Non-Constituents |
|
| Journal Gifts and Dues Transactions |
|
| Pledge Payment Schedules |
|
| Quid Pro Quo |
|
| Securities |
|
| Serial Receipts |
|
| Gift Solicitors and Dues Solicitors |
|
| Sustainer Pledges and Sustainer Payments |
|
| Giving Tree and Dues Tree |
|
| Giving Trends |
|
| Dues Transactions, Allocations, Amounts, and Linked Secondary Tables |
|
| Dues Trends |
|
| Membership |
|
| Membership Benefit Level |
|
| Membership Benefits |
|
| Membership Subscription Level |
|
| Membership Subscriptions |
|
| Membership Cards |
|
| Summaries (memories) |
|
| Prospect Management |
|
| Actions |
|
| Custom Prospect |
|
| Demographics |
|
| Financials |
|
| Media |
|
| Planned Gifts |
|
| Proposals |
|
| Proposal Ratings and Planned Gift Ratings |
|
| Prospect Tree |
|
| Screening Prospects |
|
| Millennium Tasks and Outlook Integration |
|
| Prospect Tracking |
|
| Tracking Ratings |
|
| Research Source |
|
| Circles |
|
| Circle Membership |
|
| WealthEngine |
|
| Events World |
|
| Event Activities |
|
| Event Activity Attendance |
|
| Audio Video Needs |
|
| Correspondence |
|
| Event and Activity Actions |
|
| Event Guests |
|
| Event Income-Registration Fees |
|
| Event Solicitors |
|
| Event and Activity Expenses |
|
| Event and Activity Items |
|
| Event and Activity Items for Guests |
|
| Lodging for Event Guests |
|
| Event and Activity Organizers |
|
| Other Info Table Details |
|
| Event Registration |
|
| Seating for Event Activities |
|
| Special Needs for Event Guests |
|
| Event and Activity Speakers |
|
| Tournament (Tourney) Needs for Event Guests |
|
| Transportation Needs for Event Guests |
|
| My Millennium |
|
| Reporting World |
|
| Visual Analyzer |
|
| Express Reports |
|
| Profile Reports vs. Event Reports |
|
| Search Reports |
|
| View Published Reports |
|
| Run Report Criteria |
|
| Locating a Saved Report |
|
| Running the Report |
|
| Run a Published Report- Report Form Fields |
|
| Report Templates |
|
| Report Template Groups |
|
| Using Template Groups to Create Criteria |
|
| Biographical Reports |
|
| Comparison Reports |
|
| Standard Comparison Reports - Annual |
|
| Standard Comparison Reports - Monthly |
|
| Standard Comparison Reports - Period |
|
| Standard Comparison Reports - Yearly |
|
| Events Reports |
|
| Financial and Giving Reports |
|
| Pledge Reports |
|
| Prospect Tracking and Management Reports |
|
| Search Reports |
|
| Report Criteria |
|
| Understand Report Criteria - Columns, Comparisons, Objects |
|
| New Report Criteria |
|
| Edit Report Criteria |
|
| Report Criteria Groups |
|
| Report Criteria Organization |
|
| Report Criteria Totals |
|
| Add Id Numbers into Report Criteria |
|
| Write Report Criteria Statements |
|
| Report Descripts System Table |
|
| Subreports |
|
| Report Form |
|
| Entering Report Details |
|
| Defining Report Criteria |
|
| Selecting Report Options |
|
| Setting Report Runtime Options |
|
| Setting Parameter Options |
|
| Setting Default Report Options |
|
| Running the Report |
|
| Report Form Fields-Details Tab |
|
| Report Form Fields-Criteria Tab |
|
| Report Form Fields-Report Options |
|
| Report Form Fields-Parameters |
|
| Report Form Fields-Default Options |
|
| Report Form Fields-Run Options |
|
| Report Queue |
|
| Tools |
|
| Audit Log |
|
| Lookup Tables |
|
| Gift and Dues Batch Numbers Lookup Tables |
|
| Custom Lookup Tables and Fields |
|
| Event Lookup Tables |
|
| Membership Lookup Tables |
|
| Membership Lookup Tables Layouts |
|
| Profiles Lookup Tables A through D |
|
| Profiles Lookup Tables E through R |
|
| Profiles Lookup Tables S through Z |
|
| Lookup Tables Layouts |
|
| Lookup Tables Maintenance |
|
| Organize Reports into Groups |
|
| Custom Utilities |
|
| Correct Gift Match (GM) |
|
| Correct Gift Match (GM) Tables |
|
| Advanced Data Examiner |
|
| Advanced Data Examiner Review Process for Addresses |
|
| Advanced Data Examiner Review Process for Correspondence |
|
| Advanced Data Examiner Review Process for Employment (jobs) |
|
| Advanced Data Examiner Review Process for Events |
|
| Advanced Data Examiner Review Process for Gifts and Dues |
|
| Advanced Data Examiner Review Process for New Constituents |
|
| Advanced Data Examiner Review Process for Prospect Tracking |
|
| Advanced Data Examiner Review Process for Relationships |
|
| Pending Tables |
|
| Online Constituent Directory |
|
| Online Constituent Directory Setup |
|
| Setting Up AFO Forms in the Online Directory |
|
| Abila Fundraising Online Forms |
|
| Defining Filters in the Online Directory |
|
| Defining Sorts in the Online Directory |
|
| About the Login Creation Utility |
|
| Using the Login Creation Utility |
|
| Login Creation Utility Fields |
|
| Creating a Worktable for the Login Creation Utility |
|
| Resetting a Constituent Password |
|
| Online Constituent Directory Sample website |
|
| Setting Options for Publishing Tables in the Online Directory |
|
| Other Online Directory Options |
|
| Setting Appearance in the Online Directory |
|
| Paya Payment Solutions |
|
| Custom Display Designer—Web Version |
|
| Accessing the Custom Display Designer |
|
| Adding Data to a Display or Maintenance Form |
|
| Removing Data from a Form |
|
| Adding Free Text to a Form |
|
| Adding a Separator Line to a Maintenance Form |
|
| Custom Display Designer Interface |
|
| Restricted Columns for Gift and Dues Insert Allocation |
|
| Custom Display Designer—Java Version |
|
| System Display Options |
|
| Table Options |
|
| Prospect Management Workflow Setup |
|
| DonorSearch Integration |
|
| System Upkeep |
|
| System Alerts |
|
| System Information |
|
| System Options |
|
| System Requirements |
|
| About User Security |
|
| User Security - The View Generator |
|
| User Security - Group Maintenance |
|
| User Security - User Maintenance |
|
| About Millennium Utilities |
|
| System Utilities |
|
| Diagnostic Tools |
|
| Validate fieldlst Table |
|
| Validate Customizer Access to the fieldlst Table |
|
| Check Database View Structure |
|
| View Logged On Users |
|
| Help Reference |
|