Differences between revisions 6 and 24 (spanning 18 versions)
Revision 6 as of 2025-06-18 04:34:31
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Editor: DavidMorgan
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Revision 24 as of 2025-06-20 00:50:30
Size: 1996
Editor: MartinWojak
Comment:
Deletions are marked like this. Additions are marked like this.
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== Manual updates in CRM transfer == #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

== Manual updates following transfer of Person to CRM ==
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 * Update Pastoral contact, Support group, Visitor, Info delivery, Family role from [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]]
 * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]]
 * Update Pastoral contact, Support group, Visitor, Info delivery, Family role from [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]] - Warren to update
 * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]] - Jan Clear & dlm to update [[https://docs.google.com/spreadsheets/d/1l7ayliwneb5zk5xHtRXreRfwZo_cj2Z4oFnZcOtF-TA/edit?usp=sharing|spreadsheet.]]
 * Person properties, especially WWCC. See WorkingWithChildrenCheckGroup
 * [[attachment:PhotoApproved.txt|Photo approved]] got missed above. - Martin to update field
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Add members from Martin csv  * Add members from Martin's csv - Annette to update
 * Group properties. DLM working on it.
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Update Planned giving from DLM spreadsheet  * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done

=== Photos ===
 * Add photo on person page does not seem to work, but Duplicate tab shows tht it has.
 * Martin to upload all photos from Wiki

=== 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
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 * AnnetteWojak
 * NathanWojak (Groups)
 * AnnetteWojak (Groups)
 * NathanWojak
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 * WarrenGreenwood  * WarrenGreenwood (Pastoral contacts, etc.)

Link to Groups changes > IgorCRM > NewDatabase2025

Manual updates following transfer of Person to CRM

Persons

Groups

  • Add members from Martin's csv - Annette to update
  • Group properties. DLM working on it.

Families

Photos

  • Add photo on person page does not seem to work, but Duplicate tab shows tht it has.
  • Martin to upload all photos from Wiki

Property Types

Volunteers

ManualEntryCRM (last edited 2025-06-21 10:20:12 by DavidMorgan)