FAQs in this section
How do I delete templates in Vtiger CRM?
In Vtiger CRM, you can delete templates based on their type:
Deleting a Print Template
Follow these steps to delete a print template:
- Log in to the CRM.
- Click the main Menu.
- Click Tools.
- Click Print Templates. The system displays the list of available print templates
- Select the print template you want to delete by clicking on it. The system takes you to the details page
- Click the More icon displayed beside the template name.
- Click the Delete icon. The system displays a confirmation pop-up window
- Type DELETE.
- Click Confirm.
Deleting an Email Template
Follow these steps to delete an email template:
- Log in to the CRM.
- Go to the main Menu.
- Click Marketing.
- Select Email Templates under Sales Enablement.
- Select the email template that you would want to delete. The Details page opens.
- Click the more icon on the right side of the screen.
- Click the Delete icon. The system displays a confirmation pop-up window.
- Type DELETE in the confirmation box that appears.
- Click Confirm.