Is there a compelling reason to have Contacts created by Classy/GFM Pro identified with record type StayClassy rather than our standard record type for Contacts? We don't have any reason to identify contacts as online donors, we just like to identify specific donations as online. Is there something I'm not thinking about?
@Nicole McMorrow, seconding what @Shahid Shafi said. In fact, I generally think that for most nonprofit development department team use cases that having any record type on Contact is usually counter productive and just causes more headaches than it is worth. For example, if you have a major donor record type that drives field section on page layouts, you either have to have automations to add that record type if someone gives a large gift. Additionally, how do you handle prospects that haven't given yet? It makes more sense to use record types if you have a truly segmented audience that never overlap, such as homeless clients that you case manage and donors. Even so, you can often accomplish what you need with other status fields.
