#Contact Management0 utenti parlano di questo argomento

I'm working with the new Contact Merge functionality with NPSP and I am noticing when I click on Duplicate Contacts, I get the following error message:

Map key 0GK1I000000yZAvWAM not found in map

Error is in expression '{!URLFOR($Action.Contact.View, firstContactOfDRS[

])}' in component <apex:repeat> in page npsp:con_contactmerge

I've made sure the profile used has all NPSP Apex Classes and Visualforce pages enabled. Any thoughts what may be causing this?

I am doing a large import of contacts, and would like to control the order that contacts appear in the Manage Household feature. We are an organization serving students, so we have a large number of households with 3 or more contacts. I need to ensure that both parents appear as the first two contacts in the Manage Households screen.

I've been updating the Primary Contact (Account: Contact ID) field to designate who sits in first position. But I am curious if someone has found a way to designate second position.

I do have (limited) knowledge of Apex, so if there is a hidden field that needs adjusting this is (probably!) within my skill set to figure out.

Thanks!

as in Dear {{campaign member name}}

You are included in the {{campaign}} and there will be a meeting on zoom at {{Campaign_zoomlinkinfo__c}}

etc.

Is there a way to do this without involving 3rd party apps? I know how to create lookups from Campaigns in the object Campaign Members, but I can't figure out how to access those fields in the template builder. Copying the name from the field list in Campaign member, as I did in the zoom link info above, doesn't work. (yes I know the other field names are bogus). Is there some permission I need?

Recently we have made a change to the account pages and have a field become required. However, there is an issue when adding contacts. When I go to enter a new contact (from the contact tab), I include the account (that has the field completed) but receive an error saying the field isn't complete. I cannot add this field to a contact page because it isn't a contact field, it belongs to accounts!

Can I have a required field in an account without it impacting creating a new contact in NPSP?

If I go onto the account page, I can create a new contact from that page with no issues. However, this is not our best practice.

I am a new admin, thank you for your help!

My organization moved to Salesforce about six months ago and we currently have around 2,500 contacts in our database. It was just this past week that I noticed when I search for some contacts, they do not always show up.

I open the All Contacts list view, but when I search for some contacts they do not come up. I double checked the list view filters, and the filters are correct. Once earlier this week, I reset the filter and then the contact search function worked properly. I tried doing the same thing again today when I searched for a contact that did not show up - but this time, the filter refresh did not work.

If I search for the contact in the master search bar, the contact comes up. I can also locate the household record or a related opportunity record and click into the contact from there. These "missing" contact records were entered into Salesforce over a month ago.

Is this a problem anyone is familiar with?

With the screenshot attached, why would Salesforce connect the Head of the Household with the child when naming the family, like, "Mr. Bob and Ms. Kristina Harlow and Family" (when the Mom's name is Lynne and the daughter's name is Kristina.)

Can you tell me how I should reorder this in the template so Salesforce knows who is the head of the household, and who's the spouse? It's annoying to go back in and change them all by hand.