Change the Primary Contact for a Household

The Primary Contact field specifies the primary point of contact for Household Accounts.

With NPSP 3.0, we introduced the Primary Contact field on Account. The Contact designated as the Primary Contact on a Household Account becomes the primary Contact on Opportunities created for that Household. For example, let's say you have a Household with Contacts Keisha Smith and James Smith, and Keisha is designated as the Household's Primary Contact. When you create an Opportunity record for the Smith family's donation, Keisha is automatically set as the primary donor on the Opportunity record.

By default, NPSP sets the Primary Contact on an Account to be the first Contact that was created for that Account. You can change the Primary Contact by editing the Account record:

1. Navigate to the Household Account whose Primary Contact you want to change.
2. Click Edit.

3. In the Primary Contact field, click the X next to the Primary Contact name, then select the name of the Contact you wish to make Primary.

4. Click Save.

Note If you don't see the Primary Contact field on the Household Account page, your admin may need to add it to your page layout. If you don't see the Primary Contact field on the Manage Households page, your admin may need to add the field to a custom field set. See Add the Primary Contact Field to the Manage Households Page for more information.