Diff for "ManualEntryCRM"

Differences between revisions 26 and 35 (spanning 9 versions)

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
Martin to review and remove duplicates
David to import CSV. Make sure Classification is set to "non member"

Groups

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

Families

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

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

-  ⇤ ← Revision 26 as of 2025-06-20 00:56:53 → 
  Size: 2078
  Editor: MartinWojak
  Comment:
+   ← Revision 35 as of 2025-06-23 07:13:45 → ⇥
  Size: 2813
  Editor: MartinWojak
  Comment:
-Deletions are marked like this.
+Additions are marked like this.
 Line 8:
- * 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
-Line 10:
+Line 9:
- * Person properties, especially WWCC.  See WorkingWithChildrenCheckGroup
 * [[attachment:PhotoApproved.txt|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
+ * 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
 * Martin to review and remove duplicates
 * David to import CSV. Make sure Classification is set to "non member"
-Line 16:
+Line 17:
- * Add members from Martin's csv - Done
 * 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
-Line 20:
+Line 23:
- * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done
-Line 23:
+Line 25:
- * Martin to upload all photos from Wiki
+ * Michele Stringer photo was removed - recommend asking for a new one
-Line 26:
+Line 28:
- * 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
 Line 31:
- * AnnetteWojak (Groups)
 * NathanWojak
+ * AnnetteWojak
-Line 34:
+Line 33:
- * 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