Differences between revisions 5 and 7 (spanning 2 versions)
Revision 5 as of 2025-06-18 04:33:44
Size: 463
Editor: DavidMorgan
Comment:
Revision 7 as of 2025-06-18 06:14:09
Size: 549
Editor: DavidMorgan
Comment:
Deletions are marked like this. Additions are marked like this.
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 * Update Classification in Unclassified cases.  * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]]
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Add members from Martin csv  * Add members from Martin csv
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Update Planned giving from DLM spreadsheet  * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]]

Manual updates in CRM transfer

Persons

Groups

  • Add members from Martin csv

Families

Volunteers

ManualEntryCRM (last edited 2025-06-20 11:18:14 by DavidMorgan)