Differences between revisions 11 and 30 (spanning 19 versions)
⇤ ← Revision 11 as of 2025-06-19 00:36:53 →
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Editor: DavidMorgan
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← Revision 30 as of 2025-06-21 10:20:12 → ⇥
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Editor: DavidMorgan
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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 Pastoral contact, Support group, Visitor, Info delivery, Family role from [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]]
 * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]]
 * Person properties, especially WWCC. See WorkingWithChildrenCheckGroup		  * Update Drop down menu items, i.e. 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 & dlm to update [[https://docs.google.com/spreadsheets/d/1l7ayliwneb5zk5xHtRXreRfwZo_cj2Z4oFnZcOtF-TA/edit?usp=sharing|spreadsheet.]]
 * Person properties, especially WWCC. See WorkingWithChildrenCheckGroup  - Done DLM
 * [[attachment:PhotoApproved.txt|Photo approved]] got missed above. - Martin to update field
 * Need to find and remove (or merge) duplicate People - Waiting for Warren
 * Need to find and remove (or merge) duplicate Families - Waiting for Warren
 * [[BirthYearsForImput|Birth year]] got lost
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 * Add members from Martin's csv
 * Group properties. DLM working on it.		  * Add members from Martin's csv - Done
 * 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
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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.]] - Done
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 * Martin to upload all photos from Wiki
 * Martin to update "Photo on wiki approved field in People"

=== 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
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 * AnnetteWojak (Groups)
 * NathanWojak (Groups)		  * AnnetteWojak
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 * WarrenGreenwood (Planned giving?)  * WarrenGreenwood (Pastoral contacts, etc.)

Link to Groups changes > IgorCRM > NewDatabase2025

Manual updates following transfer of Person to CRM

Persons

  • Update Drop down menu items, i.e. Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM. - Warren to update

  • Update Classification in Unclassified cases. - Jan Clear & dlm to update spreadsheet.

  • Person properties, especially WWCC. See WorkingWithChildrenCheckGroup - Done DLM

  • Photo approved got missed above. - Martin to update field

  • Need to find and remove (or merge) duplicate People - Waiting for Warren
  • Need to find and remove (or merge) duplicate Families - Waiting for Warren

  • Birth year got lost

Groups

  • Add members from Martin's csv - Done
  • Person properties. DLM copied WwCC, Police check, First aid.
  • Group properties. DLM working on it.

Families

Photos

  • Martin to upload all photos from Wiki
  • Martin to update "Photo on wiki approved field in People"

Property Types

Volunteers

ManualEntryCRM (last edited 2025-06-21 10:20:12 by DavidMorgan)