Can you please help me figure out how to add an existing Account Record Type field to the contacts object? My clients wants to sort their Contact list view by Account Record type. Record Type is not an available field in Contact list views in Lightning

Question

Fellow Admins - Can you please help me figure out how to add an existing Account Record Type field to the contacts object? My clients wants to sort their Contact list view by Account Record type. Record Type is not an available field in Contact list views in Lightning

Steve Molis · Accepted Answer

Create a Formula(Text) field on the Contact object using a Cross-Object Formula like this Account.RecordType.Name

Beau Walter · Answer

Thanks for this, Steve. Just used it.    We have beer here in Milwaukee - let me know when you're in town and first one's on me.

Can you please help me figure out how to add an existing Account Record Type field to the contacts object? My clients wants to sort their Contact list view by Account Record type. Record Type is not an available field in Contact list views in Lightning

Data Management

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