NPSP How-To Series: Create a Contact – Classic (1:20)

Source: https://www.youtube.com/watch?v=k382pT7eooU&t=0s&list=PLU8xqF8ZASbXWAHIF0SB1P9_3G4vvRMXI&index=3

Create an new Contact by going to the Contacts Tab > New

Enter the Name and any other information

KEY: Leave the Account Name blank so the NPSP will automatically create the Household Account Record and link it back to the Contact

Click Save to see the new Contact and the related Household Account

Primary contact was assigned to the first Contact associated with the Household Account by default

Use NPSP Setting Tab to customize the:

  • Formal and Informal Greetings
  • Household Account Naming rules