Release Notes

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:

Opportunity Name Settings were set to:

Custom Relationships:

Automatic Affiliation:

Automatic Relationships:

Custom Fields:

Filter Groups Created:

Customizable Rollups:

Custom Fields Needed for Gift Entry:

Opportunity Fields

Contact Fields

Account Fields

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