Differences between revisions 24 and 26 (spanning 2 versions)
⇤ ← Revision 24 as of 2025-06-20 00:50:30 →
Size: 1996
Editor: MartinWojak
Comment:
← Revision 26 as of 2025-06-20 00:56:53 → ⇥
Size: 2078
Editor: MartinWojak
Comment:
Deletions are marked like this. Additions are marked like this.
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 * Update Pastoral contact, Support group, Visitor, Info delivery, Family role from [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]] - Warren to update  * Update Drop down menu items, i.e. Pastoral contact, Support group, Visitor, Info delivery, Family role from [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]] - Warren to update
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 * Need to find and remove (or merge) duplicate People - Waiting for Warren
 * Need to find and remove (or merge) duplicate Families - Waiting for Warren
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 * Add members from Martin's csv - Annette to update  * Add members from Martin's csv - Done
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 * Add photo on person page does not seem to work, but Duplicate tab shows tht it has.

Link to Groups changes > IgorCRM > NewDatabase2025

Manual updates following transfer of Person to CRM

Persons

  • Update Drop down menu items, i.e. Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM. - Warren to update

  • Update Classification in Unclassified cases. - Jan Clear & dlm to update spreadsheet.

  • Person properties, especially WWCC. See WorkingWithChildrenCheckGroup

  • Photo approved got missed above. - Martin to update field

  • Need to find and remove (or merge) duplicate People - Waiting for Warren
  • Need to find and remove (or merge) duplicate Families - Waiting for Warren

Groups

  • Add members from Martin's csv - Done
  • Group properties. DLM working on it.

Families

Photos

  • Martin to upload all photos from Wiki

Property Types

Volunteers

ManualEntryCRM (last edited 2025-06-20 11:18:14 by DavidMorgan)