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I created word templates for an entity
How can I update/delete/edit existing templates that I created for an entity?
I tried to navigate to Settings->business->Templates but its not showing the ones that I created
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Make changes to the old template file and re-upload it. I tried it, it worked.
It is creating new template for me
Hi Vicky,
Once you upload a template you cannot cannot download or edit it from CRM.
If you need to keep your templates in a safe location outside of CRM
joegilldotcom.blogspot.ie/.../crm-document-templates-some-observations.html
hth
Joe
Make sure the name of the file is same.
Thanks Joe,
So is it like if we lose the template file we will not be able to delete it from the system?
no you should be able to delete. Updating is the problem
Hello Joe,
I am not seeing the templates that I have created here
I tried switching the views too
Were you able to see the templates that you have created in that view?
I reckon you uploaded them from the entity in which case they get created as personal templates.
Add system wide templates from settings -> business -> templates
Cheers
You are right, I created them from the entity. I will try creating them from the templates section.
btw is there a way I can delete the personal templates?
You will have to use advanced find and delete from there
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