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  • Household Account Name

    Hello, we recently requested an update in the beginning of this month. After the update, there was a change in how account names were uploaded to Salesforce. For example, if Megan Crain donated, there would a record for an account called "Crain Household" with no salutation (normally the first name) and the primary contact is still correctly listed as Megan Crain. Is is possible to switch back to how records were typically named?

  • #2
    Good day @CoralReefAlliance

    Please note that in the presence of NPSP, C&P only creates Contact, not Accounts. You will need to review your NPSP settings for Account naming.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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