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  • Reference to a contact record type

    I'm working with an org that had record types on contacts a long time ago, but no longer uses them. I want to de-activate the old record types, but when I try to de-activate the Individual Contact record type, I get the error that it cannot be de-activated because it is referenced by the following objects.

    How can I remove the references from these objects?

  • #2
    Good day @snesson

    In order to deactivate the old record type, first, you need to create one dummy record type and assign that to the contacts then you can deactivate the old one.
    Regards,
    Click & Pledge Support Department

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

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
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    • #3
      I have a similar question - what if we don't want record types at all on the Contact object. Does Click and Pledge have to have a record type?

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      • #4
        Good day DWhitig

        It is not mandatory but we are including the C&P Online record type with the package. However, you can remove/change it.
        Regards,
        Click & Pledge Support Department

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

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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