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July 30th, 2020, 10:34 AM
Brian Roberts
Posts: 22
Is there a way to edit a structured note template so that it changes on every account that has it applied?
Thanks.
Brian Roberts
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July 30th, 2020, 11:12 AM
Support Team
Posts: 7,514
You can edit the template, however, this won't affect accounts that already imported this structured template, but rather only ones, including existing ones, that it'll get applied/imported to from now on.
Hope this helps.
Support Team
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July 30th, 2020, 11:22 AM
Brian Roberts
Posts: 22
Thanks.
Brian Roberts
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