Working with Snapshots in the New Design System
The Snapshots feature now uses the CRM's modern design system, providing a faster, more consistent experience for managing your template snapshots. This update brings improved navigation, unified styling, and enhanced data management tools to help you efficiently create, update, deploy, and audit snapshots across your agency.
What's New in the Snapshots Interface
The updated Snapshots area features a completely redesigned interface that offers several key improvements:
- Consistent user experience - Uniform styling, icons, and navigation patterns across all snapshot management screens
- Enhanced performance - Faster loading times and smoother interactions when working with your snapshot data
- Advanced filtering capabilities - Powerful tools to quickly locate and manage snapshots, even in large collections
- Streamlined workflows - Logical grouping of actions reduces clicks and simplifies common tasks
Key Snapshot Actions
The main snapshot operations are now conveniently located in a fixed action bar for easy access:
- Create Snapshot - Generate new templates from any sub-account configuration
- Refresh - Update existing snapshots with the latest assets and settings from their source
- Push - Deploy snapshots (or specific assets) to one or multiple sub-accounts
- History - View complete audit trails showing creation, refresh, and push activities
- Settings - Modify snapshot names, adjust included assets, or configure push destinations
Advanced Data Management Tools
The new interface includes sophisticated filtering and search capabilities:
- Search functionality - Instantly filter snapshots by name or ID using the search bar
- Column sorting - Click any column header (Name, Size, Last Updated) to sort in ascending or descending order
- Date range filtering - Use calendar controls to find snapshots created, imported, or shared within specific time periods (Today, Last 30 Days, or custom ranges)
These tools can be combined for precise filtering, and the system remembers your filter preferences when you return to the Snapshots area.
Frequently Asked Questions
Does the new design change what snapshots include?
No, the snapshot content and asset coverage remain unchanged. Only the user interface and management tools have been updated.
Can I switch back to the previous interface?
The legacy interface is being phased out. While a "Legacy View" toggle may be available during the transition period, we recommend adapting to the new design system for future compatibility.
Do my existing user permissions still apply?
Yes, all granular permissions set in your team settings continue to control access to Create, Push, Refresh, and other snapshot operations.
Are filters shared between users?
No, filtering preferences are user-specific and session-based. Your filter settings do not affect how other team members view the snapshot lists.
Are there keyboard shortcuts available?
Yes, you can use Ctrl+F (or Cmd+F on Mac) to focus the search bar, and arrow keys to navigate through the snapshot list once focused.
How many snapshots can I view at once?
The list uses virtualization technology to maintain smooth performance regardless of snapshot volume, with no practical limit on display capacity.
What timezone do date filters use?
Calendar filtering respects the timezone configured in your user profile settings.