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Inactivating or Reactivating a Notification Template

Mark an item "inactive" if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate a Notification Template:

  • It is removed from filters and from the Template drop-downs in Business Settings > Notification Settings.
  • It is no longer selectable from any forms or menus in Meevo.
  • It can still appear in Meevo reports.
  • It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
  • If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.
  1. Locate the Notification Template and select it.

Tip: If searching for inactive data, remember to select Inactive from the Advanced Search menu to search for inactive templates.

  1. Select Edit.
  2. Modify the status switch as needed.

  

Note: You cannot inactivate a template that is the default template for a notification type.

  1. Select Save to update the status.