Clearing the configuration of a panel

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Written by Support InfoBridge


You will be able to clear the configuration of a template set on a project, company or sales card so you can easily reapply the template after you made some changes.

How to

When you have a selected a template for a project, company or sale click the configure folders button (bottom left corner)

To clear the template click the Clear configuration button

This will remove the template. But also the complete configuration, including overrides. With this we mean folder mappings and/or folders which were added later. Seperate from the existing template. 

A reset will be done on appointments and documents so afterwards you can add a new template without the overrides you had earlier. 

Why would you need to do this?

You are using a template in a project. In the Activity Folders portal, the admin has added new folders to the template and new mappings. These new folders are not applied to existing project templates. So to be able to prifit from these new folders and mappings you can clear the configuration on an existing project and re-apply the template.

When you click on the Clear configuration button you will see this question. Click OK to continue

You are now able to choose a new template

When items are found which are not in the correct folder you can move them by clicking OK