How to Remove a CPM Template

If you need to remove an Appointment Template, you need to find the appointment that it was created on and uncheck the "Use as Template" box.

 

To find the template record details 

Add a new record

Click the Import Template Button

Note the details of the Template

DeleteTemplate1.png

Find the template record

Go to the record browse list

Search by the date or title of the template record

 

DeleteTemplate2.png

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