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Contact record type being changed

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  • Regina Hodge
    replied
    Thank you, I removed the setting.

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  • CnP.Support.AM
    replied
    Ah, we just reviewed and found this:

    Click image for larger version

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    Because of the above settings, the contact record type is getting changed to "Non-Program".



    Leave a comment:


  • Regina Hodge
    replied
    Yes, it's fine to repost that order number. I would like the contact record type to stay as it is now (MRNY Staff).

    Leave a comment:


  • CnP.Support.AM
    replied
    Is it ok for you if we repost the above order number by keeping autoresponder=OFF? Also, please let us know which record type you are expecting to assign?

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  • Regina Hodge
    replied
    Granted access. The order number is 28833-2005141718237110224. The record type change can be seen in 0033700000brS7rAAE's contact history at 5/4/2020 3:34 PM.

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  • CnP.Support.AM
    replied
    Good day @Regina Hodge

    Would you please grant us login access to your Salesforce instance and share the order number so that we can review it?

    Leave a comment:


  • Regina Hodge
    started a topic Contact record type being changed

    Contact record type being changed

    Hello,

    I'm finding that when existing contacts donate through Click & Pledge, their contact record type gets changed to the default record type for my profile (I am the sys admin connected to the C&P integration) and it is causing issues. There is no contact record type defined in C&P Settings.
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