Diff for "ManualEntryCRM"

Differences between revisions 9 and 14 (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. - Jan Clear to update
Person properties, especially WWCC. See WorkingWithChildrenCheckGroup

-  ⇤ ← Revision 9 as of 2025-06-18 09:10:45 → 
  Size: 1181
  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 5:
-== 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
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+Line 13:
- * Add members from Martin's csv
+ * Add members from Martin's csv - Annette to update
 * Group properties.  DLM working on it.
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+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 ===
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+Line 23:
- * NathanWojak (Groups)
+ * NathanWojak
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+Line 25:
- * WarrenGreenwood (Planned giving?)
+ * WarrenGreenwood (Planned giving)