Snapshots for contact page customization

Following the initial labs release of contact page customization—which introduced up to five custom views per sub-account—we are now expanding its capabilities with snapshot support. Admins can seamlessly copy and reuse custom views across multiple sub-accounts without rebuilding them from scratch.

What’s new?

Snapshot support for contact views:
custom contact page views can now be included in snapshots and shared across sub-accounts.

Cross sub-account copying:

easily transfer custom views from one sub-account to another.

Reduced manual setup:
eliminate the need to recreate views individually in every sub-account.
Scalable customization:
maintain consistent layouts across multiple accounts with minimal effort.

How it works?

Go to agency view and click on account snapshots.
Create a new snapshot.
Enter the snapshot name and select the sub-account from which you want to add views to the snapshot
In contact detail views, you will find the custom views.
Select the views you want to copy and click create.
Push the update to the linked sub account
The custom views should be ready

Why this matters?

Managing multiple sub-accounts previously required repetitive manual effort to recreate the same contact views. This update removes that friction by enabling reuse and standardization at scale. It saves time for admins while ensuring consistency in how teams view and manage contact data—making customization more powerful and efficient.