Diff for "ManualEntryCRM"

Differences between revisions 7 and 12 (spanning 5 versions)

Manual updates following transfer of Person to CRM

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 7 as of 2025-06-18 06:14:09 → 
  Size: 549
  Editor: DavidMorgan
  Comment:
+   ← Revision 12 as of 2025-06-19 00:37:39 → ⇥
  Size: 1336
  Editor: DavidMorgan
  Comment:
-Deletions are marked like this.
+Additions are marked like this.
 Line 1:
-== 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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+ * Person properties, especially WWCC.  See WorkingWithChildrenCheckGroup
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- * Add members from Martin csv
+ * Add members from Martin's csv
 * Group properties.  DLM working on it.
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+=== Photos ===
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+Line 22:
- * AnnetteWojak
+ * AnnetteWojak (Groups)
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+Line 25:
- * WarrenGreenwood
+ * WarrenGreenwood (Planned giving?)