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!
@Michael Beaty, thank you for this! When I go to the Manage Household VisualForce, what field does it use to determine which order to show me the Contact cards? It seems like it's not Household Naming Order, because that field doesn't populate when I create Contacts outside of Manage Household. I can create households with multiple Contacts out on the Account record, and none of those Contacts have populated Household Naming Order values. And yet the Manage Household page decides somehow how to order the cards.
We are struggling because we have a downstream system creating large mail lists with custom greetings. Our need is to pull data from NPSP that will tell us which of the household Contacts is first in the Salesforce greetings, and which is second, so we can build custom greetings using the same order of names NPSP is using for Formal Greeting and Informal Greeting. @Steve Payne
