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Add fields to the Advisories screen.
It would be helpful if the MGO's name or ID# displayed on the Advisory screen for our researcher.
Created 12 Mar 06:08pm by Mary Kay Godbey
Need additional fields for "largest" summaries
I want to be able to report on donors' largest gifts, and also show the campaign year and account.
Created 20 Apr 08:51pm by Peggy Dolter
Add a notes section to indicate changes to Millie criteria in reporting
Add a notes or comment section to allow notes, comments, or criteria changes to Millennium report criteria to be noted and tracked when creating or editing a report
Created 12 Apr 02:37pm by Guest
Filter in Lookup Tables
When I'm looking at all of the summaries in our memory table, I'd like to be able to set a filter so I'm only looking at the active ones. Filters could be applied to the other lookup tables, too.
Created 6 Sep 06:00pm by Peggy Dolter
When a pledge is overpaid, the soft credit payment only reflects the original pledge amount and not the actual amount paid.
Doing this would allow for ease in gift processing and we wouldn't have to manually adjust the credit. Right now we are journaling and adding correction to the credit to reflect the actual credit amount. We currently have data integrity that our...
Created 13 Apr 12:43pm by Guest
New field: rel-relat-core-cat
Right now in the relation table you can find the ID number of the relative as well as the name type that is being used. I would like to pull the core category of the relative, too. In a report's Mill criteria I would be able to select constituents...
Created 31 Aug 06:32pm by Peggy Dolter
Notify me when my report has finished running
This could be a pop-up that appears in Mill. Or it could make a "ding" sound. Just something that would tell me my report has finished running. It's especially useful for long exports. I don't want to sit there refreshing the queue over and over a...
Created 29 Jun 05:45pm by Peggy Dolter
It would be nice to have the option to turn the credit card screen off.
It would save time on data entry of gifts especially on days of giving, calendar year end and fiscal year end when credit card gifts are heavy.
Created 17 Apr 07:25pm by Mary Kay Godbey
Reporting- Ability to cut and past into a in the list of field
Edit or New CriteriaSelect a ReportAdd the line coreid in the list of Try to paste more than one IDIt only pasts one IDThis used to work in Mill 2014The only way to do this is to select prompt and then when running the report, paste the list of ID...
Created 19 Mar 04:01pm by Guest
Add ability to link more than one entity to same action, proposal, media row, and financial row.
This would save our research team time and energy when multiple entities are involved with the same action, proposal, media row or financial row.
Created 13 Apr 01:15pm by Guest
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