Introducing New Admin Capabilities to make managing categories, types, and tags easier and more efficient.
🔥 Problem Statement:
Users previously faced challenges with creating custom categories and managing types and tags, leading to confusion and inefficiencies.
🚀 What We Did?
– Create, Edit, and Delete Categories: You can now manage categories more effectively. Before deleting, move templates to other categories if needed.
– Manage Types and Tags: Edit and delete types and tags from a single screen, simplifying management without searching through templates.
✍🏼 How to Use It?
– Go to the Template Library Admin Screen.
– Click Settings.
– Create Categories or Types: Click on Create Category or Types, and under Types choose the right label from the drop-down
– Edit Categories: Find the category, click edit, update details, create, and save.
– Delete Categories: Click delete, move templates if needed, and confirm.
– Edit Types: Find the type, click edit, update details, and save.
– Delete Types: Click delete, and confirm.
– Edit Tags: Find the tag, click edit, update details, and save.
– Delete Tags: Click delete, and confirm.
📌 Note:
– The Agency Admin can only delete or edit the categories, types, or tags created by them.
– When deleting a category, if the templates are not moved to another category, those templates will be deleted as well.
– The categories added by the Last CRM team can only be hidden.