Diff for "ManualEntryCRM"

Differences between revisions 2 and 6 (spanning 4 versions)

Manual updates in CRM transfer

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

Add members from Martin csv

Update Planned giving from DLM spreadsheet

-  ⇤ ← Revision 2 as of 2025-06-18 01:53:21 → 
  Size: 414
  Editor: DavidMorgan
  Comment:
+   ← Revision 6 as of 2025-06-18 04:34:31 → ⇥
  Size: 495
  Editor: DavidMorgan
  Comment:
-Deletions are marked like this.
+Additions are marked like this.
 Line 4:
-Update Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM.
Update Classification in Unassigned cases.
+ * Update Pastoral contact, Support group, Visitor, Info delivery, Family role from  [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]]
 * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]]