Diff for "ManualEntryCRM"

Differences between revisions 6 and 10 (spanning 4 versions)

Manual updates in CRM transfer

Update Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM.
Update Classification in Unclassified cases.
Person properties, especially WWCC. See WorkingWithChildrenCheckGroup

-  ⇤ ← Revision 6 as of 2025-06-18 04:34:31 → 
  Size: 495
  Editor: DavidMorgan
  Comment:
+   ← Revision 10 as of 2025-06-19 00:36:21 → ⇥
  Size: 1274
  Editor: DavidMorgan
  Comment:
-Deletions are marked like this.
+Additions are marked like this.
 Line 1:
+#acl ITGroup:read,write All:read

Link to [[https://onedrive.live.com/personal/64a0bfd25c4d11b6/_layouts/15/Doc.aspx?sourcedoc=%7Bfc097741-159a-4976-be65-4c5a1c2ee69a%7D&action=default&redeem=aHR0cHM6Ly8xZHJ2Lm1zL3gvYy82NGEwYmZkMjVjNGQxMWI2L0VVRjNDZnlhRlhaSnZtVk1XaHd1NXBvQmxxZ3VHVld4dEgyaWI2MDZyaHoxeUE&slrid=62e6a8a1-4080-5000-460e-65cec7f9c6f2&originalPath=aHR0cHM6Ly8xZHJ2Lm1zL3gvYy82NGEwYmZkMjVjNGQxMWI2L0VVRjNDZnlhRlhaSnZtVk1XaHd1NXBvQmxxZ3VHVld4dEgyaWI2MDZyaHoxeUE_cnRpbWU9X2tON2ZscXQzVWc&CID=ca0237b1-990b-4c4e-9c65-475fe539e072&_SRM=0:G:43|Groups changes]] > [[IgorCRM]] > NewDatabase2025
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+ * Person properties, especially WWCC.  See WorkingWithChildrenCheckGroup
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-Add members from Martin csv
+ * Add members from Martin's csv
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-Update Planned giving from DLM spreadsheet
+ * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]]

=== Photos ===
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+Line 21:
- * AnnetteWojak
+ * AnnetteWojak (Groups)
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+Line 24:
- * WarrenGreenwood
+ * WarrenGreenwood (Planned giving?)