Differences between revisions 11 and 13 (spanning 2 versions)
Revision 11 as of 2025-06-19 00:36:53
Size: 1316
Editor: DavidMorgan
Comment:
Revision 13 as of 2025-06-19 00:55:44
Size: 1388
Editor: MartinWojak
Comment:
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

Groups

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

Families

Photos

Volunteers

ManualEntryCRM (last edited 2025-06-20 11:18:14 by DavidMorgan)