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How to hide default or GHL Customer Care templates from template library?

We’re excited to introduce a new feature for agency admins: the ability to hide default templates added by the GHL Customer Care team! This enhancement allows you to…

1 min read215 words3 explained imagesUpdated Tue, 10 Dec, 2024 at 9:58 AM
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We’re excited to introduce a new feature for agency admins: the ability to hide default templates added by the GHL Customer Care team! This enhancement allows you to customize the template library, ensuring a cleaner, more tailored experience for your sub-accounts. Now, you can focus on the templates that best suit your needs and provide a smoother, more organized workflow for your clients.
Benefits:
  1. Time-Saving:
     Hide multiple templates at once, reducing manual effort.
  2. Improved Organization:
     Keep the Template Library clean and focused by hiding unused categories.
  3. Enhanced Control: 
    Admins can easily manage and review hidden templates.
How to Use It?
  1. Navigate to the Template Library.
  2. Click on Settings.
Figure 1 What this shows Navigate to the Template Library. What this shows Illustrates "How to hide default or GHL Customer Care templates from template library?". This screenshot appears in "How to hide default or GHL Customer Care templates from template library?". The text alongside this image reads: Navigate to the Template Library. Click on Settings. Immediately after, the guide continues: Choose the category to hide and enables the toggle to hide it. Image 1 of 3 Where to goNavigate to the Template Library. Click on Settings.
Buttons and menus referenced BenefitsFAQs->
Next stepChoose the category to hide and enables the toggle to hide it.
All 3 steps in this procedure
  1. Time-Saving: Hide multiple templates at once, reducing manual effort.
  2. Improved Organization: Keep the Template Library clean and focused by hiding unused categories.
  3. Enhanced Control: Admins can easily manage and review hidden templates.
  1. Choose the category to hide and enables the toggle to hide it.
Figure 2 What this shows Choose the category to hide and enables the toggle to hide it. What this shows Illustrates "How to hide default or GHL Customer Care templates from template library?". This screenshot appears in "How to hide default or GHL Customer Care templates from template library?". The text alongside this image reads: Choose the category to hide and enables the toggle to hide it. Immediately after, the guide continues: To unhide, simply turn the toggle off again. Hidden templates will be highlighted for the admin. Image 2 of 3 What to chooseChoose the category to hide and enables the toggle to hide it.
Buttons and menus referenced BenefitsFAQs->
Next stepTo unhide, simply turn the toggle off again. Hidden templates will be highlighted for the admin.
All 3 steps in this procedure
  1. Time-Saving: Hide multiple templates at once, reducing manual effort.
  2. Improved Organization: Keep the Template Library clean and focused by hiding unused categories.
  3. Enhanced Control: Admins can easily manage and review hidden templates.
  1. To unhide, simply turn the toggle off again.
  2. Hidden templates will be highlighted for the admin.
Figure 3 What this shows To unhide, simply turn the toggle off again. What this shows Illustrates "How to hide default or GHL Customer Care templates from template library?". This screenshot appears in "How to hide default or GHL Customer Care templates from template library?". The text alongside this image reads: To unhide, simply turn the toggle off again. Hidden templates will be highlighted for the admin. Immediately after, the guide continues: Admins can use the Hidden Templates filter to see a summary of all hidden templates. Image 3 of 3 What to chooseTo unhide, simply turn the toggle off again. Hidden templates will be highlighted for the admin.
Buttons and menus referenced BenefitsFAQs->
Next stepAdmins can use the Hidden Templates filter to see a summary of all hidden templates.
All 3 steps in this procedure
  1. Time-Saving: Hide multiple templates at once, reducing manual effort.
  2. Improved Organization: Keep the Template Library clean and focused by hiding unused categories.
  3. Enhanced Control: Admins can easily manage and review hidden templates.
  1. Admins can use the Hidden Templates filter to see a summary of all hidden templates.

FAQs
1. Can users delete GHL Customer Care templates?
-> No, they can hide the GHL Customer Care templates which would be visible under Hidden Templates
2. Can users see all GHL Customer Care templates at once?
-> Yes, Admin can see all GHL Customer Care templates by clicking on the Default Template filter. The users however in account view would not be able to distinguish the GHL Customer Care templates vs the agency templates

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