Differences between revisions 4 and 5
Revision 4 as of 2025-06-18 04:27:24
Size: 461
Editor: DavidMorgan
Comment:
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 Classification in Unassigned cases.  * 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 04:12:08 by MartinWojak)