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Contact Record Type Changing on event registration

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  • Contact Record Type Changing on event registration

    Hi, when someone registers to an event it changes their Record Type to Development. So we have participants who registered to Solas whose Record type has been changed to Development from other record types such as Participant or General Contact. Do you know if it is possible to just keep the Record Type the Contact had before they registered?


    Org ID: 00DA00000000miZ
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  • #2
    Good day @Samiam

    Please see:

    Click image for larger version

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    Based on the above setting the record type is changing. You can add and set the conditions accordingly to assign the record type to the registration.

    Hope that helps.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thank you. Is it possible not to assign any record type at all for all the registrations and transactions? Like just leave it blank and have existing contact records retain their original record types?

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      • #4
        Good day @Samiam

        Yes, you can delete the record in the above settings, and in that case, for the new contact the default record type will get assigned and for the existing contacts, it will remain the same as what they have previously.
        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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        • #5
          I did it. Thank you for your help.

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