Unlocking Plan Columns

Unlocking the Plan column allows the marketer to adapt its point of reference to a potentially changing plan.

  1. From the Home tab, click on the Master Settings / Custom Settings hyperlink in line with the desired Folder or Sub-folder navigating to the Columns you wish to Unlock
  2. Locate the Columns tab in the Template Setup section on the left 
  3. Select the Plan columns you would like to Unlock under the list of Column names
  4. Click on the Columns you want to Unlock and simply press the Unlock button

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