Release notes in your portfolio should not just include what you did, but also the reason behind the setting.
Automatic Naming
Account Name Settings were set to:
Household Name Format: {!{!FirstName}} {!LastName} Household
Formal Greeting Format: {!{!Salutation} {!FirstName}} {!LastName}
Informal Greeting Format: {!{!FirstName}}
(These changes were made to reach an accurate naming convention)
Relationship Settings
Custom Relationships: Teacher, Student
Automatic Affiliation: Automatic Affiliation is turned ON
Automatic Relationships: Reciprocal method set to List Settings
Customizable Rollups
Custom Fields:
Filter Groups Created:
Customizable Rollups:
Custom Field Mappings
Custom Fields Needed for Gift Entry:
Opportunity Fields
Contact Fields
Account Fields
