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Default Contract not working

Trent B. shared this problem ago

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Good afternoon, I was looking at my contract on a test lead that i created. when i click on my lead and go to the bottom of the page and click on contract and it loads the contract it is not loading the contract that i have set as the default template. how do i fix this from happening? is it because i have too many templates the system is getting confused? or does it have to do with me having too large of HTML code?

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Comments (3)

Jen H. ● 20 days ago

What is the lead # and what contract should be default?

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Trent B. ● 20 days ago

#56683893

the default should be Serial Dynamic

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Jen H. ● 20 days ago

That is the contract that this lead is pulling

591d0e35f4cc00f44343c9d54fed7e6b

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Trent B. ● 20 days ago

that is the template that its supposed to be pulling but thats not what shows when i view the contract

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Trent B. ● 20 days ago

i have it set up with dynamic clauses. where depending on the unit being rented will depend on the clause that gets shown. i did this over a week ago and it has been working. but now its showing my old contract.

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Jen H. ● 20 days ago

Can you meet in a google meet real quick?

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Trent B. ● 20 days ago

Yes I can

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Jen H. ● 20 days ago

Please join this link

https://meet.google.com/evq-wnox-gqd?authuser=0

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Trent B. ● 20 days ago

i just want to add so you can tell the developers. i do not think its my code because i tried to switch the contract template from my custom template to a standard contract with no dynamic HTML and it wouldn't load that one either.

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Trent B. ● 19 days ago

my apologies for so many responses. so i went onto my Test Lead. then i changed the contract internally on the lead from my Serial Dynamic Template and went to my Table and chair template. then saved it and reloaded the contract and it showed my table and chair contract. then i switched it back to my Serial Dynamic template and it worked like its supposed to. i tested adding the different items and it works great just like i made it. then i changed my default template to another basic template that came standard from IO. Then i created a second test lead so that IO would load my default template. and that template that showed was my template called inflatable contract. which is not my template that is checked as default. The only thing i haven't tried yet is deleting all my Templates except my Serial Dynamic Template to see if that will force IO to show the only one there.

if i need to make a video of me going through this process let me know and i can make one.

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Jen H. ● 19 days ago

Yes please I'm sure the developer would like to see that.

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Trent B. ● 19 days ago

sorry it took so long i was busy. here is the video. i first show the default contract code then me creating a new lead with the default contract and the wrong template loading initially. then it shows me being able to change the contract inside the lead and it works.

Files:

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Jen H. ● 19 days ago

Thank you I have given this to a developer.

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Trent B. ● 18 days ago

i apologize for potentially messing up the developers from figuring this out. but it seems to me i have fixed this issue by deleting the old template all together from the template library. now it allows me to change the default template. i guess i was using the default template for so long without changing it that it was "stuck" so deleting it forced it to resync. thank you for your time.

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Jen H. ● 18 days ago

Ok thank you I will let the developer know.

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