Snapshots for Custom Objects

This release introduces support for custom objects within the snapshot functionality, allowing users to copy custom object data (including all custom fields) from one sub-account to another. This feature streamlines the process of replicating custom objects across sub-accounts, with custom objects and their associated data automatically loaded during the snapshot creation.

Why This Feature?:

This update simplifies the process of transferring custom object data between sub-accounts. By automatically including all custom fields and associations, it ensures that users can seamlessly replicate complex data structures without manual configuration.

What's New?

Custom Object Support:
Custom objects, along with all their custom fields are now supported in snapshots. Users can copy custom object data between sub-accounts seamlessly.
Custom Object Associations:
Custom objects can be automatically associated with other custom objects or contacts. These associations are always included in the snapshot by default and cannot be modified during the process.
Data Replication Between Sub-Accounts:
Users can now copy custom object data from one sub-account to another, making it easier to maintain consistent data across multiple sub-accounts.

How to Use?:

Navigate to Agency > Account Snapshots > Create Snapshot
Select the custom object you want to include in the snapshot.

The custom object’s associated custom fields and associations with other objects (such as contacts) will automatically be included.
Copy the data from one sub-account to another by creating a snapshot and selecting the source and target sub-accounts.

Important Limitation:

A maximum of 3 custom objects can be included in a snapshot for a sub-account. If the total number of custom objects after importing the snapshot exceeds three - no custom object will be created using the snapshot in the subaccount.