Diff for "ManualEntryCRM"

Differences between revisions 11 and 15 (spanning 4 versions)

Manual updates following transfer of Person to CRM

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

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

-  ⇤ ← Revision 11 as of 2025-06-19 00:36:53 → 
  Size: 1316
  Editor: DavidMorgan
  Comment:
+   ← Revision 15 as of 2025-06-19 01:13:21 → ⇥
  Size: 1631
  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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+=== 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
-Line 23:
+Line 28:
- * NathanWojak (Groups)
+ * NathanWojak
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+Line 30:
- * WarrenGreenwood (Planned giving?)
+ * WarrenGreenwood (Planned giving)