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- Change the name to Organisations because it allows way more flexibility than Accounts. Accounts has the connotation of an account that an advertising agency deals with (eg Mad Men style). Organisations allows for Suppliers, Clients, Competitors, Authorities etc to be added
- Add Record Types to Accounts to allow for different fields to be added for different Org Types (as above).
- Remove the standard list of Industry values and add ones that are relevant to the organisation.
- Remove the standard list of Type values and add ones that are relevant to the organisation.
- Rename Billing Address to Mailing Address and Shipping Address to Physical Address because who uses shipping except for orgs who sell widgets.
- Rename SIC Code to Add ABN.
- Unless you need to track ABN on the Leads - then create a new field named ABN, so it's easier for Lead Conversion.
- Give permissions to the SIC Code field so that users can see it (by default Admin can't see this field).
- Rename Site to Office because that makes more sense to most orgs. Or hide this feild
- Rename all State/Province names to State
- Rename all Zip/Postal names to Post
- Rename City to Suburb
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