Diff for "ManualEntryCRM"

Differences between revisions 1 and 12 (spanning 11 versions)

Link to Groups changes > IgorCRM > NewDatabase2025

Manual updates following transfer of Person to CRM

Persons

Update Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM.
Update Classification in Unclassified cases.
Person properties, especially WWCC. See WorkingWithChildrenCheckGroup

Groups

Add members from Martin's csv
Group properties. DLM working on it.

Families

Update Planned giving from spreadsheet of planned giving.

Photos

Volunteers

AnnetteWojak (Groups)
NathanWojak (Groups)
JohnSnare
WarrenGreenwood (Planned giving?)

-  ⇤ ← Revision 1 as of 2025-06-18 01:50:32 → 
  Size: 317
  Editor: DavidMorgan
  Comment:
+   ← Revision 12 as of 2025-06-19 00:37:39 → ⇥
  Size: 1336
  Editor: DavidMorgan
  Comment:
-Deletions are marked like this.
+Additions are marked like this.
 Line 1:
-== Manual updates in CRM transfer ==
+#acl ITGroup:read,write All:read

Link to [[https://onedrive.live.com/personal/64a0bfd25c4d11b6/_layouts/15/Doc.aspx?sourcedoc=%7Bfc097741-159a-4976-be65-4c5a1c2ee69a%7D&action=default&redeem=aHR0cHM6Ly8xZHJ2Lm1zL3gvYy82NGEwYmZkMjVjNGQxMWI2L0VVRjNDZnlhRlhaSnZtVk1XaHd1NXBvQmxxZ3VHVld4dEgyaWI2MDZyaHoxeUE&slrid=62e6a8a1-4080-5000-460e-65cec7f9c6f2&originalPath=aHR0cHM6Ly8xZHJ2Lm1zL3gvYy82NGEwYmZkMjVjNGQxMWI2L0VVRjNDZnlhRlhaSnZtVk1XaHd1NXBvQmxxZ3VHVld4dEgyaWI2MDZyaHoxeUE_cnRpbWU9X2tON2ZscXQzVWc&CID=ca0237b1-990b-4c4e-9c65-475fe539e072&_SRM=0:G:43|Groups changes]] > [[IgorCRM]] > NewDatabase2025

== Manual updates following transfer of Person to CRM ==
-Line 4:
+Line 8:
-Update Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM.
Update Classification in Unassigned cases.
+ * Update Pastoral contact, Support group, Visitor, Info delivery, Family role from  [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]]
 * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]]
 * Person properties, especially WWCC.  See WorkingWithChildrenCheckGroup
-Line 7:
+Line 12:
-=== Groups === 
Add members from Martin csv
+=== Groups ===
 * Add members from Martin's csv
 * Group properties.  DLM working on it.
-Line 11:
+Line 17:
-Update Planned giving from DLM spreadsheet
+ * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]]

=== Photos ===

=== Volunteers ===
 * AnnetteWojak (Groups)
 * NathanWojak (Groups)
 * JohnSnare
 * WarrenGreenwood (Planned giving?)