How to Update or Delete a Snippet

How to Update or Delete a Snippet

Managing your saved Snippets is a breeze! Whether you need to make a quick tweak or clear out old templates, this guide will show you how.

First, Let's Find Your Snippets

1. Head to Settings from the main menu.

2. Click on Administrator.

3. Select Snippet. You'll see a list of all your saved Snippets on the right-hand side.

How to Edit (Update) a Snippet

Need to polish a template or change its settings? It only takes a few clicks.

1. Find the Snippet you want to edit in the list.

2. Click the three vertical dots (⋮) next to its title to open the options menu.

3. Choose Edit. A pop-up window will appear where you can make your changes.

4. You can update any detail you need:

   • Title

   • Type (Activity Result, Note, Email, etc.)

   • Accessibility (Public or Private)

   • Category

   • The Snippet text itself

5. Click the Save button, and your changes will be applied instantly!

How to Delete a Snippet

If a Snippet is no longer needed, you can easily remove it to keep your list clean and current.

1. From the Snippet list, find the one you want to remove.

2. Click the three vertical dots (⋮) next to its title.

3. Select Delete from the menu.

4. A confirmation pop-up will appear to make sure. Simply confirm to finish.

Heads up! Once a Snippet is deleted, it's gone for good and cannot be recovered.