Getting Started with Unique Data Management

Table of Contents

00:00:50 – Introduction
00:04:59 – Definition and Value as DIY Data
00:08:59 – Membership vs Account Fields
00:09:58 – Use Case (Savings Goal Example)
00:12:00 – 7 Options for Data Formats
00:22:25 – Utilization Stats
00:24:34 – Utilization Examples
00:27:56 – Tools for Configuration
00:46:57 – Tools & Workflow for Data Entry
00:56:58 – Tools for Lookup & Viewing Entries
01:02:29 – Tools for Reports and Data Mining
01:05:30 – Conclusion