• Page
|
• Edit

Home: NPSF > Nonprofit Starter Pack > Nonprofit Starter Pack Households

Version 1.23 added the ability to create contact roles for Contacts who share the Household of the primary Donor on an Opportunity.

How it works

1. In the One-to-One Model
   1. Create a new Opportunity with a one-to-one Account in the Organization field
   2. A contact role is created for the Contact in the one-to-one Account with a value of 'Donor' (see below to change this value)
   3. A contact role is created for the Contacts in the same Household as the Donor. This value is 'Household Member' (see below to change this value)
2. In the Individual Account Model
   1. Create a new Opportunity for a Contact from the Contact record
   2. A contact role is created for the Contact in the one-to-one Account with a value of 'Donor' (see below to change this value)
   3. A contact role is created for the Contacts in the same Household as the Donor. This value is 'Household Member' (see below to change this value)

Controlling the configuration

You can turn the creation of Household contact roles on and off via the Opportunity custom field: _SYSTEM: HOUSEHOLD CONTACT ROLEPROCESSOR

To have contact roles automatically created, set the default value for this field to 'All Opportunities' at Setup > Customize > Opportunities > Fields

To have no contact roles automatically created, set the default value to this field to 'No Opportunities' at Setup > Customize > Opportunities > Fields

If you have multiple record types on your Opportunity object, make sure to set this default value for each record type at Setup > Customize > Opportunities > Record Types

Changing the Contact Roles Used

By default there are two Contact Roles used in the code 'Donor' and 'Household Member.' You can change these by overriding the values for the custom labels.

To do this, you need to have the Translation Workbench turned on in your organization. You may have to contact support to turn this on.

Once you have the Translation Workbench it needs to be enabled. Setup > Translation Workbench > Settings.

Once enabled you can override Custom Labels with local values for your language. Do this at Setup > Create > Custom Labels

1. Click on the Primary_Donor_Contact_Role label and create a New Local Translation/Override.
2. Enter the Text you want for the Primary Donor Contact Role
3. Save
4. Click on the Household_Member_Contact_Role label and create a New Local Translation/Override.
5. Enter the Text you want for the Primary Donor Contact Role
6. Save

You should now see different contact role values used in the automatic creation.

Known Issues

Opportunities created with the Recurring Donation package in the Nonprofit Starter Pack when set to the Individual Account model do not currently get Contact Roles. This has to do with the independence of packages and the fact that we can't trigger on Contact role creation.