9. Configuring Action Subtypes

Subtypes let you further categorize each Action Type (e.g. Note, Call, Comment), enabling finer filtering, reporting, and visual cues throughout the UI.

1. Open the Actions Configuration:
In the left-hand sidebar, expand Settings.
Select Configurations.
At the top of the Configurations page, click the Actions tab.
You will see a section titled Subtypes beneath the list of other configuration blocks.

2. Overview of the Subtypes Block:
Displays each subtype’s color swatch, name, and associated action type.
Includes Edit (pencil) and Delete (trash) icons on each row.

3. Add a New Subtype:
Click + Add in the Subtypes section.
In the Add Subtype form:

1. Type: Choose the parent Action Type (e.g. Note, Call).
2. Name: Enter a descriptive label (for example, “Client Follow-Up”).
3. Color: Pick a color swatch; this will highlight the subtype in tables and charts.

Click Save.
Once saved, your new subtype appears in the list and can be assigned to any action of that type.

4. Edit an Existing Subtype:
Locate the subtype you wish to modify.
Click its Edit icon.
In the Edit Subtype form, update the Type, Name, or Color.
Click Save to apply your changes.

5. Delete a Subtype:
Find the subtype row and click its Delete icon.
Confirm the prompt (“Are you sure?”) by clicking Delete.

Tip: Actions already assigned this subtype will not be deleted; they will simply have no subtype after removal.

6. Using Subtypes When Creating or Editing Actions

When adding a new Action:
Click + Add on the Actions list page.
Select an Action Type first.
If that type has subtypes configured, a Subtype dropdown appears below.
Choose the proper subtype(optional, action can be created without it), complete the rest of the form, and save.

When editing an existing Action:
Click the Edit icon (pencil) on the action’s row.
The Subtype field shows the current setting (if any).
Change or clear the subtype as needed, then save.

With Subtypes configured, your Actions module now supports an extra layer of categorization—making day-to-day tracking and reporting even more powerful.