Accounts & Contacts, Individual Clients, Prospects
please go to
- Accounts: Setup | Customize | Accounts | Record Types
- Individual Clients & Prospects: Setup | Customize | Accounts | Person Accounts | Record Types
- Other Contacts: Setup | Customize | Contacts | Record Types
and click on the record type label. In the address field of your browser, you can now identify the record type id.
The record type ID is a unique identifier found in Propertybase used to avoid duplicate data and provide
a way to manage your custom business processes. This provides easier administration and page layouts for specific
tasks. It always starts with 012. In this example, the ID is 012A00000002Ara.
All other objects (e.g. Inventory, Offer, ...)
For all other objects, the record type ID can be identified, if you go to
Setup | App Setup | Create | Objects
Then select the object type, e.g. Inventory and scroll down to the list of available record types. Click on the Record Type Label.
In the address field of your browser, you can now identify the record type id (see section Accounts & Contacts above).