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Where is my template?

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  • Where is my template?

    I just created a template in the Designer. I named it and saved it, then clicked on Preview. Now I want to edit it, but when I click on Edit, it takes me back to where I have to choose a blank template. I have tried to find it with all the different drop-down options, but to no avail. When I clicked out of the Designer tab, then back in, it showed up in my list of templates. But when I clicked on it, it took me back to the preview and when I clicked the Edit button, it did the same thing as before.

    Help! How do I get back into the template that I created to edit it?

  • #2
    Shari,

    The issue you are referring to was realized as a usability issue in the previous release. Our update next week will resolve this issue.

    We will have a pre-release version posted to the forum later today and based on all tests it will probably be the one that will be released to appExchange. Our testers need more time testing this release as it has a number key new features.

    Please visit the latest release notes for update.

    I will make a note to notify you by posting an answer to this thread when we release the final release.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #3
      Shari,

      Please update to the latest release: http://forums.clickandpledge.com/showthread.php?t=825

      This release resolves the issue you were having.
      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

      Comment

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