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System Display Options

Access the Display Options page by using Millennium Explorer > Tools > Display Design > Display Options. Only a system administrator can access the Abila Millennium Display Options page.

The Display Options page provides access to the forms and components that are used to:

Set System Display Options

Define the layout for Results Displays

Define the layout for Filters for Results Displays

Change Field Name Aliases

A Help icon is located to the left of each Header on the System Options page. Click the icon to access the relevant Help topic. See Data Display, Help for further details on how context-sensitive Help behaves in Abila Millennium.

Abila Millennium Display Options

System Display Options are institutional customizations of how Abila Millennium displays to the users. Some System Options determine the text that is displayed on buttons and labels. Others pertain to how sensitive information, such as bank account numbers, are displayed to the users. The options that are set here apply to all of the users at your site.

The following topics describe the Abila Millennium System Display Options:

Screen Resolution

Spouse Button Label

Prospect Count Label

Display Masks

Results Displays

Several tasks that users perform within Abila Millennium (Profiles Searches, for example) result in displaying a list of constituents. The system shows certain pieces of information about each listed constituent, such as ID number, name and contact information, by default. Your site can customize the each constituent list display for all of your users by using Results and Lists Display forms. Your site can decide what pieces of constituent information to display, and the order in which to display them.

Display Masks

Display masks determine how a field will display to the Abila Millennium user.

The System-Defined Default display masks for the Social Security Number and Bank Account Number fields are determined here. These are the display masks that will be used for all users who belong to an Abila Millennium User Group that is assigned to the Default Mask display mask option.

See the Group Maintenance topic for how to assign display masks to Abila Millennium User Groups.

Note: The fields on Data Maintenance forms will remain unmasked no matter what display mask a User Group is assigned to.

The System-Defined Display Masks default to the following for each field:

To set the system's default Display Masks:

1. Access the Display Options page by using Millennium Explorer, Tools > Display Design > Display Options.
2. Click the Maintenance button located below and to the left of the Display Options header.
3. In each of the Social Security Display Mask or Bank Account Display Mask boxes, enter the number 9 for each of the digits that you want to display as digits, and enter a pound sign # for each of the digits that you want to mask.
4. Click OK.

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Search Results Display

When the system returns the results of a Profiles Search, Abila Millennium will display, for each constituent who matches the Search criteria:

• ID Number
• Formatted Name
• Line 1, City, State, and Zip Code from the preferred address
• Constituent type
• Preferred Year

Your site can add additional fields to, remove fields from and change the order of the display by using the Define Search Results form.

ADE Search Results Display

Similarly, when the Advanced Data Examiner (ADE) is used to process new constituents, it can be set up to match potential new constituents to existing constituents by using the ADE Matching Levels as the Search criteria. For each constituent who matches, Abila Millennium will display:

• ID Number
• Formatted Name
• Line 1, City, State, and Zip Code from the preferred address
• Constituent type
• Preferred Year

If your site wants different information to display, then the ADE Search Results Display form can be used to modify this system default display.

My Staff List Display

A Director can retrieve a list of his or her Staff by using the Favorites > Prospects > My Staff Millennium Explorer item. A Director's Assistant or Researcher can impersonate the Director, and retrieve the Director's Staff list as well. For each Staff member that is listed, the system will show:

• ID number
• Formatted Name
• Job Title
• Type of Director/Prospect Manager relationship
• email Address, preferred
• Phone Number from the preferred address record

If desired, the information that displays for the My Staff Favorites listing can be changed by using the My Staff Display form. In particular, you may want to add the count of each Manager's Prospects to the display.

My Prospects List Display

A Prospect Manager can view a list of his or her own Prospects from the Favorites > Prospects > My Prospects Millennium Explorer item. A Prospect Manager's Assistant or Researcher can view a list of the Managers' Prospects as well by using the Favorites > Prospects > My Staff Millennium Explorer item and then click on the name of a Prospect Manager.

When the Prospect List displays, it will show for each prospect:

• ID Number
• Formatted Name
• City, State and Zip Code from the preferred address
• Type of Prospect Manager/Prospect relationship
• Donor Tracking Capacity
• Donor Tracking Last Research Date

The My Prospects Display form can be used to change the information that users will see when accessing their My Prospects Favorites list.

About the Results Display Forms

The Results Display forms are accessed from the Display Options page. They share the same components and have similar functionality.

The form contains two lists. Available Columns and Saved Columns.

The Available Columns list lists all of the fields from the Basic Data, Address, Name data tables, except for Social Security Number). This list is built by retrieving entries from the fieldlst system table and displays in alphabetical order by field Alias. The names of fields that reference a lookup table will be listed two times so that you can display the field by its lookup table code or its lookup table value. And, a special field for the formatted City/Place/Zip has been added to the list of available Address table columns.

The My Staff Display form also includes fields from the Internet Address, Employment, Phone, and Relation data tables. And, if you wish to display a count of each Prospect Manager's Prospects, a Prospect Count field is included in the Available Columns list as well.

The My Prospects Display form also includes fields from the Donor Tracking, Internet Address, Employment, Phone, and Relation data tables.

The Saved Columns list will list the fields that will be shown on the constituent list displays, and the order in which they will be shown. Items that are added into the Saved Columns list will be added to the bottom of the list. The form Move Up and Move down buttons can be used to move them into the order that you desire.

There are eight buttons on each form.

• Add: Moves a field from the Available Columns list over to the Saved Columns list. Fields can be added to the Saved Columns list by clicking name of the field that you want to add and then click on Add. When fields are added, they are added to the bottom of the list.
• Remove: Moves the field from the Saved Columns list back to the Available Columns list. Fields can be removed from the Saved Columns list by clicking the name of the field that you want to remove then click on Remove. Fields that are removed from the Saved Columns list are added back to the Available Columns list in alphabetical order.
• Move Up: Moves the selected item in the Saved Columns list up one row.
• Move Down: Moves the selected item in the Saved Columns list down one row.
• Change Alias: This button is used to change the Alias name that is listed in the Available Columns list or Saved Columns list and then update the alias field in the fieldlst table with these changes. Choose a field from one of the lists. The Field Alias will display in a text box. The Table Name and code/value designation (if present) will be removed from the Alias. Change the Field Alias and click Save. The Alias will be updated in the fieldlst table, and in this list as well.
• Clear All: Removes every field name, except Formatted Name, from the Saved Columns list.
• OK: Saves the Saved Columns list to the sysinfo system table, the System Display Options page, and to the system cache, and returns to the System Display Options page. Any changes made are immediately available for all users.
• Cancel: Returns to the System Display Options page and does not save any of your changes.

Using a Results Display form to Customize a Constituent List Display

1. Access the Display Options page by using Millennium Explorer, Tools > Display Design > Display Options.
2. Click the Maintenance button located to the left of the label for the form that you wish to use.

   Search Results Display

   ADE Search Results Display

   My Staff Display

   My Prospects Display

3. The chosen form displays.
4. To add a field, click on the name of the field in the Available Columns list and then click on Add. The display can include up to twenty fields.
5. To change the order in which the fields will be shown, click on the field name in the Saved Columns list, and then click on Move Up or Move Down, as desired.
6. To remove a field, click on the name of the field in the Saved Columns list and then click on Remove.

   On all of the forms, the Formatted Name field is mandatory, and therefore it can not be removed from the Saved Columns list. But, it can be moved up or down within that list to change the order in which it displays.

   On the Search Results Display form, the ID number field is mandatory in order for the 'Copy ID number's to Clipboard' functionality to work as intended. Copy ID number's to Clipboard is a system-wide option that is set on the System Options page.

   On the My Staff Display form, the Prospect Count field is used to display the count of the number of Active Manager/Prospect Relationships that each listed Manager has.

7. To remove all of the fields from the display, except for the Formatted Name field, click on Clear All.
8. Click OK to save your changes and make them immediately available for all users.

   OR

   Click Cancel to return to the System Display Options page without saving any of your changes.