Differences between revisions 24 and 37 (spanning 13 versions)
⇤ ← Revision 24 as of 2025-06-20 00:50:30 →
Size: 1996
Editor: MartinWojak
Comment:
← Revision 37 as of 2025-06-23 07:24:19 → ⇥
Size: 3098
Editor: MartinWojak
Comment:
Deletions are marked like this. Additions are marked like this.
Line 8: Line 8:
 * Update Pastoral contact, Support group, Visitor, Info delivery, Family role from [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]] - Warren to update
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 * Person properties, especially WWCC. See WorkingWithChildrenCheckGroup
 * [[attachment:PhotoApproved.txt|Photo approved]] got missed above. - Martin to update field		  * 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?
Line 14: Line 18:
 * Add members from Martin's csv - Annette to update
 * Group properties. DLM working on it.		  * 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 [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done
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 * Add photo on person page does not seem to work, but Duplicate tab shows tht it has.
 * Martin to upload all photos from Wiki		  * Michele Stringer photo was removed - recommend asking for a new one
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 * 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		  * 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 (Groups)
 * NathanWojak		  * AnnetteWojak
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 * WarrenGreenwood (Pastoral contacts, etc.)  * WarrenGreenwood

=== 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 07:24:19 by MartinWojak)