Diff for "ManualEntryCRM"

Differences between revisions 8 and 14 (spanning 6 versions)

Link to Groups changes > IgorCRM > NewDatabase2025

Manual updates following transfer of Person to CRM

Persons

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

Groups

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

Families

Update Planned giving from spreadsheet of planned giving. - Warren to update

Photos

Volunteers

AnnetteWojak (Groups)
NathanWojak
JohnSnare
WarrenGreenwood (Planned giving)

-  ⇤ ← Revision 8 as of 2025-06-18 09:10:21 → 
  Size: 1177
  Editor: DavidMorgan
  Comment:
+   ← Revision 14 as of 2025-06-19 00:57:12 → ⇥
  Size: 1387
  Editor: MartinWojak
  Comment:
-Deletions are marked like this.
+Additions are marked like this.
 Line 3:
-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
+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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-== Manual updates in CRM transfer ==
+== Manual updates following transfer of Person to CRM ==
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- * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]]
+ * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]] - Jan Clear to update
 * Person properties, especially WWCC.  See WorkingWithChildrenCheckGroup
-Line 12:
+Line 13:
- * Add members from Martin's csv
+ * Add members from Martin's csv - Annette to update
 * Group properties.  DLM working on it.
-Line 15:
+Line 17:
- * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]]
+ * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Warren to update

=== Photos ===
-Line 19:
+Line 23:
- * NathanWojak (Groups)
+ * NathanWojak
-Line 21:
+Line 25:
- * WarrenGreenwood (Planned giving?)
+ * WarrenGreenwood (Planned giving)