How to unselect an option under "What templates should this appear in?" in Control Center

Vivian I

Hi All,

I'm hoping to unselect an option under the "What templates should this appear in?" in the Customize Portfolio Data section in the blueprint in Control Center. However, the checked options are greyed out and cannot be unselected.

Does anyone know why this is and how I can unselect one of the options?

Thanks!

Brian_Richardson

It's because there's a row in that sheet under the Summary section with the Profile Data name. You need to remove it from that template. Control Center won't remove profile data rows through the wizard.