Diff for "ManualEntryCRM"

Differences between revisions 32 and 48 (spanning 16 versions)

Link to Groups changes > IgorCRM > NewDatabase2025

Manual updates following transfer of Persons to CRM

Persons

Update Classification in Unclassified cases. - Jan Clear & dlm to update spreadsheet.
30 People missing Classification data. Reduce to 0. Annette to update after 12 July.
Bug with People, View Active People, Select Custom Filter requires full Admin permission. Check with Jo that she requires that feature, then raise GitHub Issue with Developer.

Groups

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

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
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"
Person properties. DLM copied WwCC, Police check, First aid.
NOTES - Extracted using SequelPro into a spreadsheet
NOTES - Useful ones copy-pasted to CRM WBG
IGOR - David to test Igor scripts, exports, etc. using ChurchCRM. I think this is working now.

-  ⇤ ← Revision 32 as of 2025-06-23 00:09:32 → 
  Size: 2723
  Editor: MartinWojak
  Comment:
+   ← Revision 48 as of 2025-07-08 05:17:45 → ⇥
  Size: 3795
  Editor: MartinWojak
  Comment:
-Deletions are marked like this.
+Additions are marked like this.
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-== Manual updates following transfer of Person to CRM ==
+== Manual updates following transfer of Persons to CRM ==
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- * 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 (Export data to CSV, remove duplicated, etc., then Import)
+ * 30 People missing Classification data. Reduce to 0. Annette to update after 12 July.
 * Bug with People, View Active People, Select Custom Filter requires full Admin permission. Check with Jo that she requires that feature, then raise GitHub Issue with Developer.
-Line 14:
+Line 13:
- * Person properties.  DLM copied WwCC, Police check, First aid.
-Line 18:
+Line 17:
-=== Families ===

=== Photos ===
 * Michele Stringer photo was removed - recommend asking for a new one
-Line 43:
+Line 37:
+ * 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"
 * Person properties.  DLM copied WwCC, Police check, First aid.
 * NOTES - Extracted using SequelPro into a [[attachment:NotesLinked.xlsx|spreadsheet]]
 * NOTES - Useful ones copy-pasted to CRM WBG
 * IGOR - David to test Igor scripts, exports, etc. using ChurchCRM. I think this is working now.