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Manage Household Button Displays Edit Screen Instead of Manage Household Screen

Udgivelsesdato: Jul 29, 2026
Beskrivelse

Issue

When attempting to manage a Household Account using the Manage Household button on a Household Account, the user sees the Edit screen for the Account record rather than the Manage Household screen.

Environment

  • This issue does not occur within NPSP with no other customizations or integrations.
  • The issue may arise when there is an external integration or customization involved.

Steps to Reproduce

  1. Create a Household Account:

    • In a standard NPSP environment without any customizations, the Household Account will contain the necessary system information:
      • The npe01__SYSTEM_AccountType__c field is populated with "Household Account".
      • The npe01__SYSTEMIsIndividual__c field is set to TRUE.
  2. Create an Organization Account:

    • The fields on the Organization Account will be set as follows:
      • npe01__SYSTEM_AccountType__c = blank
      • npe01__SYSTEMIsIndividual__c = FALSE
  3. Change the Organization Account to a Household Account:

    • When the record type is switched to a Household Account, the fields update to:
      • npe01__SYSTEM_AccountType__c = "Household Account"
      • npe01__SYSTEMIsIndividual__c = TRUE

Root Cause

The discrepancy in the system information fields for Household Accounts likely arises due to their creation through an external integration or automation. This process may result in missing or incorrect values in the npe01__SYSTEM_AccountType__c and npe01__SYSTEMIsIndividual__c fields.

 

This SOQL Query (use with Developer Console) can help identify records with this issue: 

Select Id, Name, npe01__SYSTEM_AccountType__c, npe01__SYSTEMIsIndividual__c
From Account
Where npe01__SYSTEM_AccountType__c = '' and Name LIKE '% House%'

Løsning

Solution

To ensure the proper display of the Manage Household screen, verify and correct the following field values on Household Accounts:

  • npe01__SYSTEM_AccountType__c should be "Household Account".
  • npe01__SYSTEMIsIndividual__c should be TRUE.

If these fields are not correctly populated, investigate the integration or automation process used to create these accounts and make necessary adjustments to ensure compliance with NPSP requirements.

Vidensartikelnummer

002231191

 
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Salesforce Help | Article