Experience the difference of "Elite".

Theming

Chuck K
Jul 26, 2022 2:13 PM
Joined Oct, 2019 52 posts

Is there an easy way to "swap" a theme into or out of being the Account Theme?

Example: we are rebranding property by property and nearly done. I need to update the account theme to the new name and info. We have been doing this property by property until now. However, I also want to KEEP the old account theme for a while - just in case.

So I want to make the new brand the account theme and the current account them saved in a different slot.

 

Chris Hynes
Jul 27, 2022 6:13 AM
OR Team Member Joined Oct, 2012 1356 posts

Not currently -- the account theme is special in that it's the contact info/logo etc. on the account itself. The other themes are stored separately, but the account theme is the default and it's stored on the account.

Typically you'd want to use the account theme as the default, so there can be a fallback if there's no property in some context -- like an inquiry with no property.

Then, you'd set up the per property themes separately. If you don't have a property that uses the account theme, that's fine -- you can map all properties to specific themes and leave the default more general.

Chuck K
Jul 27, 2022 1:08 PM
Joined Oct, 2019 52 posts

Understood. In our case, we are going through rebranding. Incrementally. But when done, I guess I will have to duplicate the Theme as the account theme. Not really a big deal overall. But I suspect that as people grow their business and portfolios it is something that may be desirable.