When I started at our organization, there were only two record types: ASB (for clients) and non-ASB (everyone else). I am trying to pull this apart a little more to make record types for clients, staff, volunteers, board, donors, etc. I created a record type of ASB Staff yet when I go to enter a new staff person, the only record types that show up as choices are "ASB" and "non-ASB". Why can't I see the record type that I created as one of the choices?
Any guidance would be greatly appreciated.
Here's a helpful link on starting to think about categorization: https://powerofus.force.com/s/article/An-Introduction-to-Categorizing-Contacts-in-Salesforce-for-Nonprofits
I would think about what exactly you are trying to accomplish. Is it pulling up a list of people in a specific category (reporting) or making page layouts easy for users to navigate (page layouts)? Reporting is easy to do without record types; you can cluster important information at the top of a page layout and use collapsable sections lower down to drill into volunteer/donor/etc data. Clients might be their own record type if they never overlap with other categories and have page layout needs that are totally different from other Contacts. Maybe you rename "ASB" to "Client" if that's helpful for your org.
In terms of other Contacts, staff could have ASB listed as their primary affiliation, so you know they're a staff member. Volunteers will have related volunteer hours that also roll up to fields on the contact record. Donors will have related opportunities (that also roll up). Board members might be in a "Board Members" Campaign with a "current" or "former" status; some folks just use a picklist on the Contact object to capture this although there are plusses and minuses for both options. All of these people might have the same record type (non-client) and you can tell from the fields on their record what "categories" they fall into.
