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Contributor
elliott

having trouble with record types and picklist

[ Edited ]

hello! i need to create a new donation record type. the frustrating thing is, as far as i can tell, we've done this before and it worked fine. i just needed to add one more donation record type, and the new record type even shows up when i'm in the setup pages, and it's active, etc.... it just doesn't show up on the donation pages, so i can't assign it to anything.

 

anyone else had this problem? help greatly appreciated! 

Message Edited by elliott on 02-15-2010 03:22 PM
Regular Contributor
Garry_Polmateer

Re: having trouble with record types and picklist

Do you mean it is not an option to select while creating a new record, or that the record type field is not visible on the donation record?

 

Thanks,

 

Garry

Garry Polmateer
Business Analyst
Certified Salesforce Administrator & Consultant
Follow me on Twitter Here - http://www.twitter.com/darthgarry
Contributor
elliott

Re: having trouble with record types and picklist

I'm sorry, i just found the answer ... I had neglected to click the boxes that enabled it on all the profiles!

 

thanks for the reply though!

Regular Contributor
Garry_Polmateer

Re: having trouble with record types and picklist

I'm glad you found an answer!

 

Have a great day!

 

Garry

Garry Polmateer
Business Analyst
Certified Salesforce Administrator & Consultant
Follow me on Twitter Here - http://www.twitter.com/darthgarry