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I'm new to my org and to NPSP, and I noticed we have related lists on org accounts for Affiliated Contacts and Related Contacts (and plain old contacts, too). Affiliated and Related Contacts seem to mean/do the same thing, so I'm inclined to remove the Related Contact related list to declutter and limit confusion. 

 

Is there a reason to keep both? If you do use both, why and how do you differentiate which one a contact should be?

3 respostas
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    6 de fev. de 2024, 20:20
    Affiliations is the way to go for NPSP. no need for related contacts
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