The Glen Waverley Uniting Church PSALTER|
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| * 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) * Annette has finished updating: Photos, Birth years, Photo approved |
* 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. Is there a way to also export the Drop Down fields, and Birthdate using Igor, then use Excel vLookup to merge them back into the main CSV, then upload them all at once? * Martin to review and remove duplicates * David to import CSV. Make sure Classification is set to "non member" * Need to find a way to batch update the Role data for the new CSV import. Perhaps direct edit of SQL database? |
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. Is there a way to also export the Drop Down fields, and Birthdate using Igor, then use Excel vLookup to merge them back into the main CSV, then upload them all at once?
- Martin to review and remove duplicates
- David to import CSV. Make sure Classification is set to "non member"
- Need to find a way to batch update the Role data for the new CSV import. Perhaps direct edit of SQL database?
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
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