Differences between revisions 28 and 39 (spanning 11 versions)
⇤ ← Revision 28 as of 2025-06-20 11:18:14 →
Size: 2265
Editor: DavidMorgan
Comment:
← Revision 39 as of 2025-06-23 23:31:32 → ⇥
Size: 3574
Editor: MartinWojak
Comment:
Deletions are marked like this. Additions are marked like this.
Line 8: 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. Reduce to 0
 * 38 People missing Role data. Reduce to 0
 * 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 (or some other tools) to merge them back into the main CSV, then upload them all at once?
 * David to review and remove duplicates using Excel. Insert new Column after First Name, and use CONCAT feature to create new column with LastName+FirstName (eg. WojakMartin). Then use ConditionalFormatting, Highlight Cell Rules, Duplicate Values. This will show all the Duplicate Users, and you can then clean that up.
 * David to import CSV into DEV crm server first (do Reset System first), and make sure all relevant fields import correctly. Make sure Classification is set to "non member". Try to get the Birth Year to import correctly. Otherwise copy the year to Estimated Birth Year.
 * David to import CSV into Production crm server. Make sure Classification is set to "non member"
Line 16: Line 17:
 * Add members from Martin's csv - Done
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 * Group properties. DLM working on it. Known bug with updating Properties - https://github.com/ChurchCRM/CRM/issues/7337  * 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

=== IGOR ===
 * David to test Igor scripts, exports, etc. using ChurchCRM
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 * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done
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 * Martin to upload all photos from Wiki
 * Martin to update "Photo on wiki approved field in People"		  * 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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 * 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. Reduce to 0
  • 38 People missing Role data. Reduce to 0
  • 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 (or some other tools) to merge them back into the main CSV, then upload them all at once?

  • David to review and remove duplicates using Excel. Insert new Column after First Name, and use CONCAT feature to create new column with LastName+FirstName (eg. WojakMartin). Then use ConditionalFormatting, Highlight Cell Rules, Duplicate Values. This will show all the Duplicate Users, and you can then clean that up.

  • David to import CSV into DEV crm server first (do Reset System first), and make sure all relevant fields import correctly. Make sure Classification is set to "non member". Try to get the Birth Year to import correctly. Otherwise copy the year to Estimated Birth Year.
  • David to import CSV into Production crm server. Make sure Classification is set to "non member"

Groups

  • Person properties. DLM copied WwCC, Police check, First aid.
  • Group properties. DLM working on it.

IGOR

  • David to test Igor scripts, exports, etc. using ChurchCRM

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 2025-06-24 09:50:48 by DavidMorgan)