Diff for "ManualEntryCRM"

Differences between revisions 2 and 33 (spanning 31 versions)

Link to Groups changes > IgorCRM > NewDatabase2025

Manual updates following transfer of Person to CRM

Persons

Update Classification in Unclassified cases. - Jan Clear & dlm to update spreadsheet.
74 People missing Classification data
38 People missing Role data
Once the existing People are all cleaned up and no Data missing, we can Export the rest of the Non-Member users (Export data to CSV, remove duplicated, etc., then Import)
Annette has finished updating: Photos, Birth years, Photo approved

Groups

Person properties. DLM copied WwCC, Police check, First aid.
Group properties. DLM working on it.
- Basic properties done. Wiki page, Contact person, email list, WWCC needed.
- Known bug with updating Group specific Properties - https://github.com/ChurchCRM/CRM/issues/7337

Families

Photos

Michele Stringer photo was removed - recommend asking for a new one

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

COMPLETED

Update Drop down menu items, i.e. Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM. - Done WG
Person properties, especially WWCC. See WorkingWithChildrenCheckGroup - Done DLM
Photo approved got missed above. - Done MW
Need to find and remove (or merge) duplicate People - Done MW
Need to find and remove (or merge) duplicate Families - Done MW
Birth year got lost - Done AW
Add members from Martin's csv - Done MW
Update Planned giving from spreadsheet of planned giving. - Done
Martin to upload all photos from Wiki - Done AW
Martin to update "Photo on wiki approved field in People" - Done AW

-  ⇤ ← Revision 2 as of 2025-06-18 01:53:21 → 
  Size: 414
  Editor: DavidMorgan
  Comment:
+   ← Revision 33 as of 2025-06-23 05:59:49 → ⇥
  Size: 2794
  Editor: DavidMorgan
  Comment:
-Deletions are marked like this.
+Additions are marked like this.
 Line 1:
-== Manual updates in CRM transfer ==
+#acl ITGroup:read,write All:read

Link to [[https://onedrive.live.com/personal/64a0bfd25c4d11b6/_layouts/15/Doc.aspx?sourcedoc=%7Bfc097741-159a-4976-be65-4c5a1c2ee69a%7D&action=default&redeem=aHR0cHM6Ly8xZHJ2Lm1zL3gvYy82NGEwYmZkMjVjNGQxMWI2L0VVRjNDZnlhRlhaSnZtVk1XaHd1NXBvQmxxZ3VHVld4dEgyaWI2MDZyaHoxeUE&slrid=62e6a8a1-4080-5000-460e-65cec7f9c6f2&originalPath=aHR0cHM6Ly8xZHJ2Lm1zL3gvYy82NGEwYmZkMjVjNGQxMWI2L0VVRjNDZnlhRlhaSnZtVk1XaHd1NXBvQmxxZ3VHVld4dEgyaWI2MDZyaHoxeUE_cnRpbWU9X2tON2ZscXQzVWc&CID=ca0237b1-990b-4c4e-9c65-475fe539e072&_SRM=0:G:43|Groups changes]] > [[IgorCRM]] > NewDatabase2025

== Manual updates following transfer of Person to CRM ==
-Line 4:
+Line 8:
-Update Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM.
Update Classification in Unassigned cases.
+ * 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.]]
 * 74 People missing Classification data
 * 38 People missing Role data
 * Once the existing People are all cleaned up and no Data missing, we can Export the rest of the Non-Member users (Export data to CSV, remove duplicated, etc., then Import)
 * Annette has finished updating: Photos, Birth years, Photo approved
-Line 8:
+Line 15:
-Add members from Martin csv
+ * Person properties.  DLM copied WwCC, Police check, First aid.
 * Group properties.  DLM working on it.  
  * Basic properties done.  Wiki page, Contact person, email list, WWCC needed.
  * Known bug with updating Group specific Properties - https://github.com/ChurchCRM/CRM/issues/7337
-Line 11:
+Line 21:
-Update Planned giving from DLM spreadsheet
+=== Photos ===
 * Michele Stringer photo was removed - recommend asking for a new one

=== 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 14:
+Line 29:
- * AnnetteWojak
 * NathanWojak (Groups)
+ * AnnetteWojak
-Line 18:
+Line 32:
+=== COMPLETED ===
 * Update Drop down menu items, i.e. Pastoral contact, Support group, Visitor, Info delivery, Family role from  [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]] - Done WG
 * Person properties, especially WWCC.  See WorkingWithChildrenCheckGroup  - Done DLM
 * [[attachment:PhotoApproved.txt|Photo approved]] got missed above. - Done MW
 * Need to find and remove (or merge) duplicate People - Done MW
 * Need to find and remove (or merge) duplicate Families - Done MW
 * [[BirthYearsForImput|Birth year]] got lost - Done AW
 * Add members from Martin's csv - Done MW
 * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done
 * Martin to upload all photos from Wiki - Done AW
 * Martin to update "Photo on wiki approved field in People" - Done AW