Company Custom Fields Now Supported in Snapshots

Agencies can now include Company custom fields in Snapshots and reuse the same Company setup across multiple sub-accounts.

What’s New

Company custom fields are now included when creating a Snapshot
Field configurations can be copied to other sub-accounts when the Snapshot is loaded
Agencies can maintain a consistent Company data structure across multiple clients

Why This Matters

Snapshots are how agencies scale repeatable setups across their clients.

For B2B use cases, agencies previously had to recreate Company custom fields manually in every sub-account. Now they can be carried to different sub accounts using snapshots

How to Use

Go to the Agency Dashboard
Open Account Snapshots from the sidebar
Click Create New Snapshot
Select a source sub-account containing the required Company custom fields
Create the Snapshot and load it into the destination sub-account
The Company custom field configuration will be included when the Snapshot is applied.