How to Hide Default Templates from the Template Library

Managing Default Templates in the Template Library

As an agency administrator, you can now hide the default templates provided by the CRM platform. This feature helps you create a cleaner, more focused template library for your sub-accounts, allowing you to showcase only the templates that align with your agency's branding and workflow.

Benefits of Hiding Default Templates

• Save Time: Hide multiple templates or entire categories at once, reducing the need for manual filtering.
• Better Organization: Keep your template library tidy by removing unused or irrelevant default templates.
• Greater Control: Easily manage which templates are visible to your team and clients, and review hidden templates whenever needed.

How to Hide Default Templates

Follow these steps to hide default templates from the template library:

1. Navigate to the Template Library in your CRM.
2. Click on the Settings option.
3. Select the category or specific templates you wish to hide.
4. Enable the toggle switch next to each category or template to hide it.

To make a hidden template visible again, simply turn the toggle off. Hidden templates will be visually highlighted for administrators.

Viewing Hidden Templates

As an admin, you can review all hidden templates by using the Hidden Templates filter. This provides a summary of every template currently hidden from the main library view.

Frequently Asked Questions

Can I delete default CRM templates?

No, default templates cannot be deleted. However, you can hide them, and they will appear in the Hidden Templates section for admin review.

Can I see all default CRM templates at once?

Yes, administrators can view all default templates by clicking the Default Template filter. Note that sub-account users will not be able to distinguish between default templates and agency-created templates in their account view.