Copy Custom Contact View Layouts with Snapshots

TL;DR

Agency snapshots can now include custom contact detail page layouts. This lets you push a consistent contact view to client sub-accounts without manual setup.

Who this affects

HighLevel has not confirmed who this specifically affects. Agencies that manage multiple sub-accounts and want consistent contact detail views across them will likely find this useful. Those who only manage a single account or do not customize contact views may not see immediate value.

What changed

Custom contact view layouts can now be captured within agency snapshots. A snapshot can specifically capture the layout of a contact's details page. These captured contact detail page layouts can be pushed to linked sub-accounts, removing the need to rebuild them manually in each sub-account.

HighLevel has not confirmed rollout status, specific limits, or if this feature is plan-gated.

Where to find it

HighLevel has not published the exact location for this feature. Based on the functionality, it will likely be found within the existing snapshot management interface in the agency view, specifically when creating or updating snapshots. Users will likely see an option to include or exclude custom contact detail page layouts when configuring a snapshot's contents.

How agencies will use this

An agency onboarding a new client often sets up their sub-account with a standardized layout for contact details. Previously, if the agency had a specific custom layout for the contact details page — perhaps to highlight custom fields important for their niche, like 'Last Service Date' or 'Client Value Tier' — they would need to manually recreate that layout in each new sub-account. With this update, the agency can configure their ideal contact details page layout in a master sub-account, then create or update a snapshot to include this layout. When they onboard a new client, they apply this snapshot to the new sub-account, and the custom contact details page layout will be automatically pushed, ensuring all agency clients have a consistent and optimized view for their contacts without any additional manual effort.

Our take

This is a standard quality-of-life improvement. For agencies that manage many sub-accounts and rely on custom contact views for their specific niche or workflow, this will save some manual setup time. It's not a major platform shift, but it's a solid convenience update for operational efficiency. If you don't frequently customize contact views or manage numerous sub-accounts, you can safely consider this a minor update.