Suggestion for the developers: My templates are such a mess, I use so many had them all organized then clicked on organize by name, and now its all cluttered. Can you please add a filter to see only my templates? I don't need to see everyones templates all the time.... tia
Inês Batata Admin Posts: 2,917edited April 2022 #2
Hi @Daniel Millinger , thank you for your feedback! We have forwarded your suggestion internally to the team in charge.
In order to not see other users' templates, they need to make sure that when they create them they mark them as private and not as shared, like in the example below. That's why the default visibility setting is "Private".
For the templates that already exist, they can go to Manage Templates, click on the desired template and change it's visibility setting to Private, they will no longer show up in other users' template lists.0
Daniel Millinger Posts: 3edited February 2022 #3
thats not an option on a big company nor removing all the existing one.0
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,244edited April 2022 #4
Rename all your templates to start with "00 - ".
That way they will appear at the top.0
Inês Batata Admin Posts: 2,917edited May 2020 #5Daniel Millinger said:
thats not an option on a big company nor removing all the existing one.
@Daniel Millinger Marking certain templates as private won't delete/remove them from the system, it will just make them not show up in other users' template lists.
I'd like to understand your end goal a bit better: were you looking to make certain templates visible only to certain users but not to others?0