Differences between revisions 30 and 39 (spanning 9 versions)
⇤ ← Revision 30 as of 2025-06-21 10:20:12 →
Size: 2426
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 - Done DLM
 * [[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
 * [[BirthYearsForImput|Birth year]] got lost		  * 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 17: Line 17:
 * Add members from Martin's csv - Done
Line 23: Line 22:
=== IGOR ===
 * David to test Igor scripts, exports, etc. using ChurchCRM
Line 24: Line 26:
 * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done
Line 27: Line 28:
 * 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
Line 31: Line 31:
 * 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 38: Line 36:
 * 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)