I know that the legacy custom reports would copy over, however, I need to know about the new reports and whether or not if I save the reports prior to saving the template, will those new reports still appear when we create a new event from these new FLEX templates.
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Lindsay Buchanan
Meetings Management Consultant
Intent Strategy Group (A Division of M&IW)
M +1 262.488.4537
lbuchanan@meetings-incentives.com------------------------------
Original Message:
Sent: 06-07-2021 09:22
From: Linda White
Subject: Question: Account Flex Templates
Hi Lindsay - Any custom reports you create will carry over to any event you create from your template. Hope that helps.
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Linda White
Marketing Communications Specialist
FCCS
Original Message:
Sent: 06-04-2021 15:45
From: Lindsay Buchanan
Subject: Question: Account Flex Templates
Hi!
I am trying to prepare a training and I would like to know what will remain with an account flex event template. Obviously, the settings and look/feel remain, however, do save reports copy over? I assume email templates will also remain with the template. Is there anything that will not remain with the template that would need to be setup with ever Flex event build?
Thanks in advance!
LIndsay
#Flex-Creating/ManagingEvents
#ExecutingStrategicMeetingsManagement
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Lindsay Buchanan
Meetings Management Consultant
Intent Strategy Group (A Division of M&IW)
M +1 262.488.4537
lbuchanan@meetings-incentives.com
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