Differences between revisions 3 and 4
⇤ ← Revision 3 as of 2025-06-18 04:26:17 →
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← Revision 4 as of 2025-06-18 04:27:24 → ⇥
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Editor: DavidMorgan
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Update Pastoral contact, Support group, Visitor, Info delivery, Family role from [[attachment:DropDownPersonFields.csv|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 Unassigned cases.

Manual updates in CRM transfer

Persons

  • Update Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM.

  • Update Classification in Unassigned cases.

Groups

Add members from Martin csv

Families

Update Planned giving from DLM spreadsheet

Volunteers

ManualEntryCRM (last edited 2025-07-11 03:31:57 by MartinWojak)