We have 18 account records for individuals that have the account record type of Organization rather than our default of Household Account. When we try to change the record type manually on the organization screen, and then save the change on the Household Account screen, the change isn't saved. We're not sure how to address this issue.
5 个回答
Hi @Betty O'Connor ,
Forgive me for asking an obvious question but are you sure you are changing the Account Record Type field? It sounds like you may be changing the Type field on Account which doesn't control the Record Type/Page Layout - as you talk about an "Other" value which appears as a standard value in the Type picklist but isn't a value in Record Type.
Just want to rule that one out!
Many thanks,
Duncan
