Differences between revisions 16 and 18 (spanning 2 versions)
Revision 16 as of 2025-06-19 03:02:36
Size: 1689
Editor: DavidMorgan
Comment:
Revision 18 as of 2025-06-19 05:25:20
Size: 1761
Editor: MartinWojak
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 Pastoral contact, Support group, Visitor, Info delivery, Family role from [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]] - Warren to update
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 * 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
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 * Add photo on person page does not seem to work. (DLM)  * Add photo on person page does not seem to work. (DLM)  Working now.
 * Martin to upload all photos from Wiki
Line 31: Line 32:
 * WarrenGreenwood (Planned giving)  * WarrenGreenwood (Pastoral contacts, etc.)

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

  • Add photo on person page does not seem to work. (DLM) Working now.
  • Martin to upload all photos from Wiki

Property Types

Volunteers

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