Add Account Settings to Snapshot
S
Sheryll Chua
As an agency, we want our sub-accounts to have default account settings when they are created, but this is not possible at the moment.
A solution to this is to add account settings to snapshot so it's possible to create an "account template" for all sub-accounts.
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R
Rashid Huseyn
YES! This would be really helpful and would really simplify the onboarding process for both SAAS and Agency Clients. Can't wait to see this implemented. Some example use cases:
- "Phone Numbers" settings could enable us to modify how long calls are stored by using snapshots, rather than opening every individual snapshots and changing settings
- Calling scripts could be pushed and updated from snapshots
- Global Workflow Settings to copy annual workflow pause settings