The Glen Waverley Uniting Church PSALTER|
Size: 317
Comment:
|
Size: 2813
Comment:
|
| Deletions are marked like this. | Additions are marked like this. |
| Line 1: | 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 Classification in [[attachment:Unclassified.csv|Unclassified cases.]] - Jan Clear & dlm to update [[https://docs.google.com/spreadsheets/d/1l7ayliwneb5zk5xHtRXreRfwZo_cj2Z4oFnZcOtF-TA/edit?usp=sharing|spreadsheet.]] * 74 People missing Classification data * 38 People missing Role data * Once the existing People are all cleaned up and no Data missing, we can Export the rest of the Non-Member users * David to export data to CSV * Martin to review and remove duplicates * David to import CSV. Make sure Classification is set to "non member" |
| Line 7: | Line 16: |
| === Groups === Add members from Martin csv |
=== Groups === * Person properties. DLM copied WwCC, Police check, First aid. * Group properties. DLM working on it. * Basic properties done. Wiki page, Contact person, email list, WWCC needed. * Known bug with updating Group specific Properties - https://github.com/ChurchCRM/CRM/issues/7337 |
| Line 11: | Line 23: |
| Update Planned giving from DLM spreadsheet | === Photos === * Michele Stringer photo was removed - recommend asking for a new one === 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 * JohnSnare * WarrenGreenwood === COMPLETED === * Update Drop down menu items, i.e. Pastoral contact, Support group, Visitor, Info delivery, Family role from [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]] - Done WG * Person properties, especially WWCC. See WorkingWithChildrenCheckGroup - Done DLM * [[attachment:PhotoApproved.txt|Photo approved]] got missed above. - Done MW * Need to find and remove (or merge) duplicate People - Done MW * Need to find and remove (or merge) duplicate Families - Done MW * [[BirthYearsForImput|Birth year]] got lost - Done AW * Add members from Martin's csv - Done MW * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done * Martin to upload all photos from Wiki - Done AW * Martin to update "Photo on wiki approved field in People" - Done AW |
Link to Groups changes > IgorCRM > NewDatabase2025
Manual updates following transfer of Person to CRM
Persons
Update Classification in Unclassified cases. - Jan Clear & dlm to update spreadsheet.
- 74 People missing Classification data
- 38 People missing Role data
- Once the existing People are all cleaned up and no Data missing, we can Export the rest of the Non-Member users
- David to export data to CSV
- Martin to review and remove duplicates
- David to import CSV. Make sure Classification is set to "non member"
Groups
- Person properties. DLM copied WwCC, Police check, First aid.
- Group properties. DLM working on it.
- Basic properties done. Wiki page, Contact person, email list, WWCC needed.
Known bug with updating Group specific Properties - https://github.com/ChurchCRM/CRM/issues/7337
Families
Photos
- Michele Stringer photo was removed - recommend asking for a new one
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
COMPLETED
Update Drop down menu items, i.e. Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM. - Done WG
Person properties, especially WWCC. See WorkingWithChildrenCheckGroup - Done DLM
Photo approved got missed above. - Done MW
- Need to find and remove (or merge) duplicate People - Done MW
- Need to find and remove (or merge) duplicate Families - Done MW
Birth year got lost - Done AW
- Add members from Martin's csv - Done MW
Update Planned giving from spreadsheet of planned giving. - Done
- Martin to upload all photos from Wiki - Done AW
- Martin to update "Photo on wiki approved field in People" - Done AW