What is the simplest way to set a "default" Contact Role that gets created for a Contact *based on the record type of the Opportunity?*
Use case: a foundation receives gifts from Contacts. Start from the Contact record, use the NPSP button to create an Opp, set the record type to Donation, NPSP creates a Contact Role connecting the Opp to the Contact with Role = "Donor" and Primary=checked. All good.
But the foundation also disburses scholarships to students. The student is the Contact. The Opp record type is "Scholarship". Same record creation process as above. NPSP creates a Contact Role with Role="Donor", but what I want is Role="Recipient".
The best solution I can think of is a process that starts a flow to alter the role field of the created Contact Role. Can anyone think of a better way? I know this is beyond "NPSP-ish" functionality, but maybe there is still a simpler way of modeling this scenario than "fixing" the Contact Role record with a flow.
Thx as always!
#Nonprofit Starter Pack #System Administrators #Grantsmanagement
