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Account Record Types

Account record types enable you to offer different picklist values, processes, and page layouts to different users, based on individual needs. For example, you might create a record type for non-profit companies and another for for-profit companies, they display the same fields, but you can adjust the displays on their page layouts and create different picklist values that are relevant to one or the other, while still displaying the values that may be needed for both.

Designate Which Account Record Types Can See a Card

Community Hub provides administrators the ability to show Cards to Users who have those Account Record Types configured in staff view. This is useful in situations where you might want show different functionality, information, and/or fields to different types of Users in Community Hub.

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Enabling Account Record Type Selection on Add My Company

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Enable Account Record Type Selection on Create My Account and Add to Roster

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