Default record type is not respected when creating new contact records

Version 1

    Details

    Default record type is not respected when creating new contact records


    1. A master user has set a Record Type as a the default in the Records Type Administrator: 
    - Tools > Configure > Record Types
    - Right click a desired Record Type > Edit
    - Check "Set as Default Record Type"
    - Make sure to apply any changes

    2. Create a new contact records from either:
    - File > New > New Record
    or
    - Clicking the "New Record" button from the detail view of a contact record

    3. The Record Types drop down from the New Record dialogue does not respect the default record type selected in Step 1

     


    Resolution

    [CAUSE]
    One of the most likely causes which should be verified is, that a matching and correct Rule Definition for Record Type in Record Type Rules is setup:


    For example:
    1. A master user has set a Record Type as a the default in the Records Type Administrator
    2. Right click Record Type Rules > Edit
    3. Under Rule Definitions and if the option selected is "Field value-based" verify that "Record type for new company/contact" is set to:
    - "Use a default record type when creating new records"
    4. Please refer to the GoldMine Help File and/or Administrator Guide for more detailed information regarding Record Types