Differences between revisions 3 and 5 (spanning 2 versions)
⇤ ← Revision 3 as of 2025-06-18 04:26:17 →
Size: 455
Editor: DavidMorgan
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← Revision 5 as of 2025-06-18 04:33:44 → ⇥
Size: 463
Editor: DavidMorgan
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.]]
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 Unclassified cases.

Manual updates in CRM transfer

Persons

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

  • Update Classification in Unclassified cases.

Groups

Add members from Martin csv

Families

Update Planned giving from DLM spreadsheet

Volunteers

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