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"You must select a Contact associated with this Household Account" Enhanced Recurring Donations Error (NPSP)

게시 일자: Feb 16, 2023
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When a tries to change/update a Recurring Donation that was originally created as a Legacy Recurring Donation or tries to change the Contact associated with the Recurring the error You must select a Contact associated with this Household Account" will appear. This article describes what this happens and how to resolve the issue
 
솔루션
Organization's that started using Salesforce since March of 2021 have Enhanced Recurring Donations already enabled.  The error with a Contact can occur in the following two scenarios:

Scenario 1 - Your organization used Legacy Recurring Donations, upgraded to Enhanced Recurring Donations, yet there is still one or Recurring Donations records that were created on a Household Account
-To resolve you will need to add the missing a Contact that is in the same Household

Scenario 2 - The Contact is not a Contact in the same Household Account.
-To resolve you will need to update the Contact to the name of a Contact in the same Household Account



For Enhanced Recurring Donations you can either create them on Contact or an Organization Record. Enhanced Recurring Donations can only be updated by changing the Recurring Type, the dates, the Amount, the Period, Effective Date, Date Established, and/or the Day of Month. Remember you can update the Organization field to a different Organization or the Contact to another Contact within in the same Household.
 
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