Streamline Your Agency: Snapshot Custom Contact Views!

What changed

Custom Contact Views can now be added to Snapshots. This update allows you to include the specific design and layout of your Contact Detail Page from one sub-account directly into a Snapshot. When you create or update a Snapshot, there's a new option to select and include the 'Contact Detail Page' configuration.

Why it matters

This significantly reduces the time and effort agencies spend on sub-account setup. Instead of manually rebuilding complex contact layouts for each new client, you can now replicate them instantly through Snapshots. It ensures consistency in your client-facing interfaces and improves overall agency efficiency.

How to use it

To use this feature, navigate to your agency account and create a new Snapshot or update an existing one. During the Snapshot creation process, you'll find an option to include the 'Contact Detail Page'. Select this option, then choose the source sub-account that contains the desired custom view. Once the Snapshot is created, you can push it to linked sub-accounts, ensuring all new or updated sub-accounts automatically receive the standardized contact layout.