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naresh johnnaresh john 

About non profit starter pack

HI Every one,

 

    I need some help with non profit starter pack(NPSP). How to use households in NPSP. 

 

When I create a contact, I am able to see this contact in households too. For every new contact new household is creating. But how to group the contacts in households.

 

Please help me.

 

Thanks,

Naresh

Ispita_NavatarIspita_Navatar

Ok , here is how it functions in NPSP for every contact created a similarly names household which is an account is created and the contact is linked with it.

In case you want to see all household contacts at 1 place you can create a view or report which is filtered by recordtype of account equals "household".

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.

 

 
naresh johnnaresh john

HI Thanks for the reply.

 

My question is how to group the contacts based on same phone number or same mailing address in households.

 

 

 

Thanks,

Naresh 

 

 
Ispita_NavatarIspita_Navatar

Either use parameterized reports or get a custom VF page built for this.

Should be a simple solution.