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Leah Chang — Custom data fields worksheet

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NetSquared Vancouver
NetSquared Vancouver

Resources from Leah Chang's March 2020 NetSquared Vancouver workshop on Technology planning and change management.

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  Custom Data Fields & Decisions to Make  Custom Fields Causing Confusion  Decision?  Rationale?    INDIVIDUAL account  vs.    BUSINESS/ORGANIZATION  account  (formerly CORPORATE)        PERSONAL persona      BUSINESS persona        RAISED amount      RECEIVED amount        ATTRIBUTES       AFFILIATION                                    Leah Chang Learning Inc. ​leah@leahchanglearning.com​ 604.715.4354 leahchanglearning.com

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