Diff for "ManualEntryCRM"

Differences between revisions 2 and 7 (spanning 5 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.

-  ⇤ ← Revision 2 as of 2025-06-18 01:53:21 → 
  Size: 414
  Editor: DavidMorgan
  Comment:
+   ← Revision 7 as of 2025-06-18 06:14:09 → ⇥
  Size: 549
  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.]]
 Line 8:
-Add members from Martin csv
+ * Add members from Martin csv
 Line 11:
-Update Planned giving from DLM spreadsheet
+ * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]]