Diff for "ManualEntryCRM"

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
• 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
• David to export data to CSV
• Martin to review and remove duplicates
• David to import CSV. Make sure Classification is set to "non member"

Groups

• Person properties. DLM copied WwCC, Police check, First aid.
• 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

Families

Photos

• Michele Stringer photo was removed - recommend asking for a new one

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

• AnnetteWojak

• JohnSnare

• WarrenGreenwood

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