Diff for "ManualEntryCRM"

Differences between revisions 15 and 24 (spanning 9 versions)

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. - 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

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. - Done

Photos

Add photo on person page does not seem to work, but Duplicate tab shows tht it has.
Martin to upload all photos from Wiki

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

Volunteers

AnnetteWojak (Groups)
NathanWojak
JohnSnare
WarrenGreenwood (Pastoral contacts, etc.)

-  ⇤ ← Revision 15 as of 2025-06-19 01:13:21 → 
  Size: 1631
  Editor: MartinWojak
  Comment:
+   ← Revision 24 as of 2025-06-20 00:50:30 → ⇥
  Size: 1996
  Editor: MartinWojak
  Comment:
-Deletions are marked like this.
+Additions are marked like this.
 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 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:
+ * [[attachment:PhotoApproved.txt|Photo approved]] got missed above. - Martin to update field
-Line 17:
+Line 18:
- * 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 21:
+ * Add photo on person page does not seem to work, but Duplicate tab shows tht it has.
 * Martin to upload all photos from Wiki
-Line 30:
+Line 33:
- * WarrenGreenwood (Planned giving)
+ * WarrenGreenwood (Pastoral contacts, etc.)