Hi,
I have recently installed PMM. I have set Program Management Contact Page to the PMM App. However, when the Contact page displays in the PMM App it looks similar to the NPSP Contact Page. The PMM App Contact page looks slightly different, but has the same components as the NPSP Contact page (donation information etc). But, it does not include any of the PMM Contact page components (services provided etc.) It looks like this:
Trying to trouble shoot this issue, I went into Settings/Object Manager/Contact/Page Layouts and viewed the "Program Management" page layout for Contacts. When viewing the backend screen and when generating a preview the Program Management page does appear to have the components particular to the PMM App (program engagements, service deliveries etc), and does not have any of the NPSP components (donation rollups etc). So, everything here seems to be okay.
It looks like this:
However, when I go to Settings/Object Manager/Contact/Lightning Record Pages and open the "Program Management Contact Record" Lightning Contact Page for PMM, it looks and contains the same components as the incorrect PMM Contact Page.
It looks like this:
So, the PMM Contact Page Layout and the PMM Lightning Record Pages are configured with different components and layout.
As far as I understand, it appears that I can only assign a Lightning Record Page layout to an App.
Because I need a User to work with both donors and clients, I need the User to see the NPSP Contact Layout when in the NPSP App, and then I need them to see the PMM Contact Layout (Program Management) when they are in the PMM App. It would be redundant to give each user 2 different Salesforce logins depending on what App they are using.
Please give me your thoughts on how to resolve this.
Kind regards,
Josh
You assign lightning pages to an app. Lightning pages can have zero to many page layouts. If you are using page layouts ensure you have the correct page layout on your lightning page
