Differences between revisions 2 and 37 (spanning 35 versions)
⇤ ← Revision 2 as of 2025-06-18 01:53:21 →
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Editor: DavidMorgan
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← Revision 37 as of 2025-06-23 07:24:19 → ⇥
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Editor: MartinWojak
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Deletions are marked like this. Additions are marked like this.
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== 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 ==
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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
 * David to export data to CSV. Is there a way to also export the Drop Down fields, and Birthdate using Igor, then use Excel vLookup to merge them back into the main CSV, then upload them all at once?
 * Martin to review and remove duplicates
 * David to import CSV. Make sure Classification is set to "non member"
 * Need to find a way to batch update the Role data for the new CSV import. Perhaps direct edit of SQL database?
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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
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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
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 * AnnetteWojak
 * NathanWojak (Groups)		  * AnnetteWojak
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=== 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

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
  • David to export data to CSV. Is there a way to also export the Drop Down fields, and Birthdate using Igor, then use Excel vLookup to merge them back into the main CSV, then upload them all at once?
  • Martin to review and remove duplicates
  • David to import CSV. Make sure Classification is set to "non member"
  • Need to find a way to batch update the Role data for the new CSV import. Perhaps direct edit of SQL database?

Groups

  • Person properties. DLM copied WwCC, Police check, First aid.
  • Group properties. DLM working on it.

Families

Photos

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

Property Types

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

ManualEntryCRM (last edited 2025-06-23 23:31:32 by MartinWojak)