NPSP: So Much Change, So Little Time

So Much Change, So Little TimeHousehold Naming & Primary Contacts

There have been many big changes lately to the Nonprofit Success Pack that a few new features may have been missed.

For example, you can now adjust the universal Household Name settings so that only the Primary Contact of a Household is included within a Household Name and within associated Formal and Informal Greetings for all Households in your Salesforce org.

Let’s say there are two members of a Household: Fred and Wilma Flinstone and that Wilma is set as the Primary Contact. Now you can adjust the Household Naming settings so that only Wilma’s name is used for purposes of naming.

In the example above the result of these changes would be:

Household Name = Wilma Flintstone Household

Formal Greeting = Mrs. Wilma Flintstone

Informal Greeting = Wilma

To make the adjustment go into Household Name Settings within the NPSP Settings utility.  Now update the following values within Household Name Settings:

  • Name Connector = (leave empty)
  • Name Overrun = (leave empty)
  • Contact Overrun Count = 1

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After making this adjustment you’ll need to use the Refresh Household Names batch feature to force an update of Household Naming throughout your records.

A word of caution: these changes will apply to all Households in Salesforce.

An Alternative: Case-by-Case Changes

If you only want to limit the Household Name to the Primary Contact on a case-by-case basis, then utilize the Manage Household button on individual Household records.

The Managed Household feature will provide more granular control by allowing a user to exclude specific contacts from Household Naming fields. In the example below, the child within a household is excluded.

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To learn more about Household Naming check out this article from the Power of Us Hub: https://powerofus.force.com/kA080000000CsCJ?srPos=0&srKp=ka0&lang=en_US