Differences between revisions 2 and 3
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Update Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM. Update Pastoral contact, Support group, Visitor, Info delivery, Family role from  [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]]

Manual updates in CRM transfer

Persons

Update Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM. Update Classification in Unassigned cases.

Groups

Add members from Martin csv

Families

Update Planned giving from DLM spreadsheet

Volunteers

ManualEntryCRM (last edited 2025-06-20 04:12:08 by MartinWojak)