Differences between revisions 13 and 28 (spanning 15 versions)
⇤ ← Revision 13 as of 2025-06-19 00:55:44 →
Size: 1388
Editor: MartinWojak
Comment:
← Revision 28 as of 2025-06-20 11:18:14 → ⇥
Size: 2265
Editor: DavidMorgan
Comment:
Deletions are marked like this. Additions are marked like this.
Line 8: Line 8:
 * 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.]] - Jan Clear to update		  * 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.]]
Line 11: Line 11:
 * [[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
Line 13: Line 16:
 * Add members from Martin's csv - Annette to update
 * 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. Known bug with updating Properties - https://github.com/ChurchCRM/CRM/issues/7337
Line 17: Line 21:
 * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Warren to update  * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done
Line 20: Line 24:
 * 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
Line 22: Line 33:
 * AnnetteWojak (Groups)
 * NathanWojak		  * AnnetteWojak
Line 25: Line 35:
 * 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

  • 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

Groups

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 2025-06-20 11:18:14 by DavidMorgan)