Streamline Your Agency: Snapshot Custom Contact Views!
TL;DR
Go HighLevel now allows agencies to include custom contact views within snapshots, simplifying the replication of detailed contact layouts across sub-accounts.
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.
Source: Official HighLevel announcement
