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Deletions are marked like this. | Additions are marked like this. |
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== Manual updates in CRM transfer == | == Manual updates following transfer of Person to CRM == |
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* Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]] | * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]] - Jan Clear to update |
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* Add members from Martin's csv | * Add members from Martin's csv - Annette to update |
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* Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] | * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Warren to update |
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* NathanWojak (Groups) | * NathanWojak |
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. - Jan Clear to update
Person properties, especially WWCC. See WorkingWithChildrenCheckGroup
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. - Warren to update
Photos
Volunteers
AnnetteWojak (Groups)
WarrenGreenwood (Planned giving?)