Diff for "ManualEntryCRM"

Differences between revisions 1 and 21 (spanning 20 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. - Warren to update
Update Classification in Unclassified cases. - Jan Clear to update spreadsheet.
Person properties, especially WWCC. See WorkingWithChildrenCheckGroup
Photo approved got missed above.

Groups

Add members from Martin's csv - Annette to update
Group properties. DLM working on it.

Families

Update Planned giving from spreadsheet of planned giving. - Done

Photos

Add photo on person page does not seem to work. (DLM) Working now.
Martin to upload all photos from Wiki

Property Types

Unable to add new Property Types (Admin, Property Types)
You can go to add a new Type, click on Save, but nothing is saved
Have logged an issue with Developer - https://github.com/ChurchCRM/CRM/issues/7336

Volunteers

AnnetteWojak (Groups)
NathanWojak
JohnSnare
WarrenGreenwood (Pastoral contacts, etc.)

-  ⇤ ← Revision 1 as of 2025-06-18 01:50:32 → 
  Size: 317
  Editor: DavidMorgan
  Comment:
+   ← Revision 21 as of 2025-06-20 00:15:18 → ⇥
  Size: 1949
  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.]] - Warren to update
 * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]] - Jan Clear to update [[https://docs.google.com/spreadsheets/d/1l7ayliwneb5zk5xHtRXreRfwZo_cj2Z4oFnZcOtF-TA/edit?usp=sharing|spreadsheet.]]
 * Person properties, especially WWCC.  See WorkingWithChildrenCheckGroup
 * [[attachment:PhotoApproved.txt|Photo approved]] got missed above.
-Line 7:
+Line 13:
-=== Groups === 
Add members from Martin csv
+=== Groups ===
 * Add members from Martin's csv - Annette to update
 * Group properties.  DLM working on it.
-Line 11:
+Line 18:
-Update Planned giving from DLM spreadsheet
+ * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done

=== Photos ===
 * Add photo on person page does not seem to work. (DLM)  Working now.
 * Martin to upload all photos from Wiki

=== Property Types ===
 * Unable to add new Property Types (Admin, Property Types)
 * You can go to add a new Type, click on Save, but nothing is saved
 * Have logged an issue with Developer - https://github.com/ChurchCRM/CRM/issues/7336

=== Volunteers ===
 * AnnetteWojak (Groups)
 * NathanWojak
 * JohnSnare
 * WarrenGreenwood (Pastoral contacts, etc.)