How to Add Custom Contact Views to Snapshots

Reusing Custom Contact Views with Snapshots

Custom Contact Views allow you to personalize the layout of the Contact Detail Page. The Snapshot feature enables you to save time by packaging these custom views and copying them from one sub-account to another, ensuring a consistent experience across your client accounts.

Benefits of Using Snapshots for Contact Views

Incorporating Custom Contact Views into your snapshots offers several key advantages for agency operations:

• Faster Deployment: Quickly replicate proven contact page layouts in new sub-accounts without manual setup.
• Consistent Branding: Maintain a standardized look and feel for contact information across all accounts you manage.
• Improved Efficiency: Reduce repetitive administrative work, allowing your team to focus on more critical tasks.
• Scalable Management: Easily apply the same views as your agency grows and takes on more clients.

How to Add Custom Contact Views to a Snapshot

Follow these steps to include your custom contact views in an Account Snapshot for reuse.

1. Navigate to the Agency view in your CRM.
2. Click on Account Snapshots.
3. Click the Create New Snapshot button.
4. Give your new snapshot a descriptive name.
5. Select the source sub-account that contains the custom contact views you wish to copy.
6. In the list of available assets, locate and select the option for Contact Detail Views.
7. Choose the specific custom views you want to include in the snapshot.
8. Click Create to finalize the snapshot.
9. You can now push this snapshot update to a linked sub-account or apply it to a destination sub-account.
10. After applying the snapshot, open the destination sub-account to verify that the custom views are now available on the Contact Detail Page.

Best Practices

To ensure a smooth process, consider the following tips:

• Use clear, descriptive names for your custom views (e.g., "Sales Team View" or "Client Support Layout").
• Thoroughly create and test your views in a single source sub-account before adding them to a snapshot.
• Only select the views that are necessary for the destination sub-account to avoid clutter.
• Always review the destination sub-account after pushing the snapshot to confirm everything copied correctly.

Frequently Asked Questions

Q: Can I copy a custom contact view to another sub-account?
A: Yes. By including the view in a snapshot, you can copy it to any other sub-account.

Q: Where do I find the contact views when creating a snapshot?
A: They are listed under the Contact Detail Views section in the snapshot asset selection screen.

Q: Do I need to manually rebuild views for each sub-account?
A: No. Once a view is saved in a snapshot, it can be reused across multiple sub-accounts.

Q: Can I update an existing snapshot with new contact views?
A: Yes. You can refresh a snapshot from the source sub-account, select the new or updated Contact Detail Views, and push the changes.