Snapshots

In my work we have used a sub-account as a base template and taken snapshots of it as it evolves. The only issues with this is that not all things transfer over. For example when we implement a snapshot to a new account (with all profile information included to custom account including logo) everything copies over EXCEPT the logo. It instead shows the logo item but not the custom logo to that account. This is not scalable and a PAIN when you have 100 accounts and 75 emails per account. You have to manually go and put in the logo by deleted the logo icon and re-placing the logo icon for the profile logo to show up. I propose that go high level programs this software to automatically place the account logo from the profile to each logo element that the snapshot uses.

Custom Values folders ( https://ideas.gohighlevel.com/changelog/custom-values-folder ) is great, but they don't come through on Snapshots

If you change the name of a tag in a snapshot sub-account, and then you push that updated tag name into customer sub-accounts, the tag name will be changed correctly within the settings. HOWEVER, the original tag is left remaining on the contacts, even though that tag does not actually exist in the account settings anymore. What should happen is that when a tag name is changed by a snapshot update, the tag name change should also occur at the contact level. Any contacts that had the original tag should have that original tag name updated to the new tag name. This needs to be fixed ASAP. It's a huge pain in the butt to try to fix manually, and it has likely already affected hundreds or even thousands of sub-accounts. I've already submitted a ticket for this, and they recorded a video you can reference.

I deleted some snippets and snippet folders today and updated my Snapshot, but the deleted snippets and folders are still appearing inside the Snapshot when I go to push it into customer accounts. Fix asap please.

Problem #1: I changed the name of a folder and pushed an update into my customer sub-accounts. The change hasn't been made in their accounts. I've tried pushing an update multiple times, and it still won't fix. Problem #2: I've also experienced email templates getting duplicated. In one of my snapshot account's folders, there are 6 emails I've created. In my customer's sub-account, there are 16 emails in the same folder because a bunch of the emails have been duplicated multiple times. The folders of problem #1 and problem #2 are different, so this isn't isolated to a single broken folder. There's some kind of wider spread issue. Please fix asap!

As stated, the custom value folders do not import with the snapshot. Super annoying!

When you have a higher number of sub accounts, snapshot loads and updates fail far too frequently. And there's no way to even know the failure happened unless you manually look at each account, or until a customer reaches out for support because things aren't working (which then erodes their trust in the software - because it's all supposed to work). There should be a built in check where high level loads the snapshots, but then does some sort of checksum or verification to make sure it finished loading... and if it didn't, it needs to keep trying until it loads. I just had 8 failures in a row trying to send out ONE updated email template to our accounts. They also fail sometimes when loading into a single account, or even when a new account is created. I have several times come across where snapshots that loaded half the email templates and then just quit. Or it loads part of a funnel, but not all the steps. Etc. etc. Another good idea might be having an agency log where the snapshot loads are listed as having completed or not, and show failed ones that could be retried - similar to how emails that don't get sent have error messages, etc. -- but in this view, a batch process would be great since you wouldn't want to individually have it retry hundreds or even thousands of failures.

Whenever we push an update into customer accounts, workflows with the "Assign User" action get overwritten and the users previously configured are removed from the action. This functionality doesn't make sense and causes tremendous headache. Please make it so that when snapshot updates are pushed, the "Assign User" action's configured users do not get removed from the action.

#1 Reputation Settings do not save/load with a Snapshot. #2 Can not load an email template to Email Review Requests in Email Builder. Need to be able to swap out the default Review Request email and save it to the snapshot. https://www.loom.com/share/c1f8cc2c3af9498ab2550c03f44a8a07?sid=23589ae5-bb25-4974-9bc8-0ed562c71c9a

When you load a snapshot to a sub account, it does not add the custom fields in the folders that were in the snapshot!