Clients

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Data Migration notes[edit | edit source]

All of the members that were on Filemaker on 25/9/18 were migrated to Charitylog, totalling about 8000.

The data that was held in Filemaker was transferred across into fields in the correct format where possible, and put in text boxes if not. Things of note:

"Important Information" in Filemaker. There was a field called "Important Information" which was linked to the client themselves, and had all sorts of things in. This was migrated into an Extension Database with a text box in, that appears on the client's Details page in Charitylog. This was done so that if that text box turned out to contain sensitive information, it could be hidden from certain user groups if necessary.

Notes linked directly to clients in Filemaker: Filemaker allowed "Notes" to be linked to Members directly, as well as to Tasks. The "Notes" export from Filemaker was over 100,000 lines, but some related to Members who were no longer on the system. This export was filtered to only leave Notes that related to people who were present in the migration. Approximately 89,000 of these Notes were translated to Contacts in Charitylog, under a project called "HISTORICAL: Notes Directly Linked To Clients In Filemaker". These Notes will therefore be visible after the migration, but this Project will not be available to record work - it's read-only, if you like.