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== Manual updates in CRM transfer == | == 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 Drop down menu items, i.e. 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 * Need to find and remove (or merge) duplicate People - Waiting for Warren * Need to find and remove (or merge) duplicate Families - Waiting for Warren |
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* Add members from Martin's csv | * Add members from Martin's csv - Done * Group properties. DLM working on it. Known bug with updating Properties - https://github.com/ChurchCRM/CRM/issues/7337 |
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* Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] | * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done === Photos === * Martin to upload all photos from Wiki * Martin to update "Photo on wiki approved field in People" === 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 (Groups) * NathanWojak (Groups) |
* AnnetteWojak |
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* WarrenGreenwood (Planned giving?) | * WarrenGreenwood (Pastoral contacts, etc.) |
Link to Groups changes > IgorCRM > NewDatabase2025
Manual updates following transfer of Person to CRM
Persons
Update Drop down menu items, i.e. Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM. - Warren to update
Update Classification in Unclassified cases. - Jan Clear & dlm to update spreadsheet.
Person properties, especially WWCC. See WorkingWithChildrenCheckGroup
Photo approved got missed above. - Martin to update field
- Need to find and remove (or merge) duplicate People - Waiting for Warren
- Need to find and remove (or merge) duplicate Families - Waiting for Warren
Groups
- Add members from Martin's csv - Done
Group properties. DLM working on it. Known bug with updating Properties - https://github.com/ChurchCRM/CRM/issues/7337
Families
Update Planned giving from spreadsheet of planned giving. - Done
Photos
- Martin to upload all photos from Wiki
- Martin to update "Photo on wiki approved field in People"
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
Volunteers
WarrenGreenwood (Pastoral contacts, etc.)