Differences between revisions 18 and 25 (spanning 7 versions)
Revision 18 as of 2025-06-19 05:25:20
Size: 1761
Editor: MartinWojak
Comment:
Revision 25 as of 2025-06-20 00:55:38
Size: 2023
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.]] - Warren to update
 * 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
Line 20: Line 21:
 * Add photo on person page does not seem to work. (DLM) Working now.  * Add photo on person page does not seem to work, but Duplicate tab shows tht it has.

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, but Duplicate tab shows tht it has.
  • Martin to upload all photos from Wiki

Property Types

Volunteers

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