Often or not you and your team will accidentally create duplicate Subtypes or Subtypes that are similar to ones that are already inputted in the system.
We have now implemented a method that allows you to merge these Subtypes in to one.
As shown above I have two Subtypes both relating to Anti-Social Behaviour. One called Anti-social and the other Anti-Social Behaviour.
The Subtype Anti-Social has two Activities and Anti-Social Behaviour has five. I want to Merge the Subtypes so Anti-Social Behaviour remains and Anti-Socials Activities are moved to Anti-Social Behaviour before the Subtype Anti-Social is deleted. Therefore ensuring the Activities are now safely added to the correct Subtype. Now showing seven Activities.
- Go to Directory Settings and click on Manage Activity Subtypes.
- Select Merge Activity Subtypes
- Choose your Source Subtype: Source is the Subtype that will be moved in to the Target. Once moved in to Target, the Source will get deleted.
- Choose your Target Subtype: Target is the name of the Subtype that will remain.
- Merge now.