How to Add Subtypes

Path: Organization > Lookups > [Your Selection] Type

1. Open the desired type.
2. Click Edit on the WebTMA toolbar.
3. Click the Add Subtype link on the Subtypes grid if present.
4. Complete the popup window.
5. Click the Save button on the popup window.
6. Click Save on the WebTMA toolbar.

REMINDER: Subtypes are used to categorize records throughout the system and can be used to filter records and generate reports. Not all types use subtypes.

Overuse of subtypes can be a hindrance to efficient operation of your system. If in doubt, do not select a subtype.