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#Constituent Relationship Management0 人正在讨论

NPSP: I have successfully imported husbands and wives into households. I want to autocreate a "spouse" relationship between the two contacts. From what I've read I need to create a custom lookup field in the contact object. I need help with what that looks like in my scenario and how to finish configuring the autocreate relationship. Thanks in advance for your help!
14 个回答
  1. 2019年5月21日 18:28

    I think you have two options:

     

    Flow - lookup the other contact with the matching Account ID and create the relationship Spouse. (This will get into tricky territory when you bring children into Salesforce.)

     

    OR

     

    Create a custom field on the contact object called spouse and use the NPSP auto-create. (For simplicity sake you might want to only include this on one record type, but that could cause problems for two clergy who are married...)

     

    PS: I was just about to manually create some automation to recreate what the NPSP auto-create does! Go NPSP with all these nice features.

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Announcing a new video in the NPSP How-To Series: Relationship Auto-creation

 

 Discover how contact to contact relationships can be created by populating a field on a contact or campaign member using the Nonprofit Success Pack.

 

Then learn more from the written documentation in NPSP Knowledge

 

Thanks to volunteers from the @Community Project - NPSP Videography​  @Munira Majmundar​ @Munira Majmundar​  @Matthew Poe​ for their work on this video: 🎬

 

#PUBCrawlTip​  #Product Documentation​  #Contacts & Organizations#Help & Training#NPSP Relationships#Constituent Relationship Management​  @Open Source Commons & Community Sprints​ @Hub Heroes​ 

 

@Cori O'Brien​ @Sam Knox​ @Sarah Marovich​ 

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