Assignment 2 Release Notes

🚀 New

Created 2 organization accounts

Walt Disney World

Foellinger Foundation

Created Household by creating 2 contacts

Donald Duck

Mickey Mouse

Updated Household Naming Settings

Clicked on NPSP Settings Tab -> People -> Households

Set Household Name Format to "{!{!FirstName}} {!LastName} Household"

Set Formal Greeting to {!{!Salutation} {!FirstName}} {!LastName}

Set Informal Greeting to {FirstName}

Run a Batch Household Name Update for the naming settings to reflect the new change

Enabled Address Settings for Organizations - If your organization wants to be able to list multiple Addresses for organizations, enable this setting. Go to People -> Addresses and enable the setting

Lead Settings is Disabled

Updated Affiliation Settings to checked

Set up Reciprocal Method to List Settings

Updated the Gender field as “None” for Relationships

Reciprocal Relationship created for Smile Train for post surgery assistance - Therapist and Patient

Created an Automatic Relationship based on a Lookup Field and updated relationships autocreation to allow the relationship to be duplicated you may want this if the relationship starts and ends more than once

No changes are made as List Settings work better in Smile Train Organization

Used Dataloader.io to load data in to the NPSP Data Import object

🛠️ Fixes

Fix #1

Fix #2

Fix #3

🌟Improvements

Improvement #1

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