Hi all,
I am curious other SI partners experience creating contact RT for donors & program clients in order to make reporting more efficient and data seperate between Development team and Programs team.
Right now, I only have page layouts to distinguish between the two types of contacts but curious about others experience if using RT is a good or bad idea.
3 answers
with lightning record pages (not page layouts) and dynamic forms you can show/hide information based on criteria.
So for the donors I only expose all the donation fields if total gifts > 0.
For the other sections I only show them when a particular value is selected in a different field.
