How to reset a Company's vCIO Process to the Account Master template?
A Company's vCIO Process can be customized to differ from the Account's Master Template. To reapply the Account's default template and remove any customization, do the following:
- Delete (not Cancel) all items
- Temporarily change the Company's vCIO Process to any other process
- Change it back to the desired process.
This will recreate all process items according to the Account Master Template settings.
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