# Snapshots: Introducing the New Design System (UI) > GHL Customer Care Snapshots now uses the New Design System—faster navigation, instant search, multi-filters, sorting, and a unified action bar for Create, Refresh, Push & History. - Source: https://docs.ghlcustomercare.com/docs/agency-view/account-snapshots/snapshots-introducing-the-new-design-system-ui - Section: Agency View / Account Snapshots - Reading time: 3 min - Images: 9, each explained below - Modified on Tue, 14 Oct, 2025 at 10:47 AM --- The Snapshots area in GHL Customer Care now runs on the New Design System (UI), bringing faster navigation, unified styling, and powerful data-filtering tools that make it easier to create, refresh, push, and audit every snapshot in your agency. --- **TABLE OF CONTENTS** - [What is the Snapshots New Design System (UI)?](#what-is-the-snapshots-new-design-system-ui) - [Key Benefits of the New Design System for Snapshots](#key-benefits-of-the-new-design-system-for-snapshots) - [Core Snapshot Actions in the New UI](#core-snapshot-actions-in-the-new-ui) - [Advanced Filtering, Sorting & Search](#advanced-filtering-sorting-and-search) - [Consistent Design System Elements](#consistent-design-system-elements) - [Frequently Asked Questions](#frequently-asked-questions) --- ## **What is the Snapshots New Design System (UI)?** The New Design System is GHL Customer Care’s next-generation interface framework, now applied across every Snapshots screen. By migrating to this UI, Snapshots gain a consistent look and feel, improved performance, and new filtering, sorting, and search utilities that help you locate and manage large volumes of snapshot data more efficiently. --- ## **Key Benefits of the New Design System for Snapshots** The upgrade delivers tangible workflow improvements: - **Consistent user experience**—identical styling, icons, and navigation across all snapshot tabs. - **Faster discovery**—instant search, column sorting, and multi-select filters trim time spent hunting for the right snapshot. - **Higher data confidence**—calendar filters surface snapshots created, imported, or shared within a precise date range for quick audits. - **Smoother task execution**—clearly grouped actions (Create, Refresh, Push, History, Settings) minimize clicks and confusion. - **Future-proof foundation**—the New Design System will continue rolling out, so learning it here prepares you for upcoming UI updates elsewhere. --- ## **Core Snapshot Actions in the New UI** The primary workflow buttons now live in a single, fixed-position action bar, reducing scroll: - **Create Snapshot** – generate a new template from any sub-account. ![Step 1 of 5: Create Snapshot – generate a new template from any sub-account](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055722087/original/6FBdCwZIEup75UVZd8P3Rlqt36cZtNVD0A.png) **Step 1 of 5: Create Snapshot – generate a new template from any sub-account** This screenshot accompanies step 1 of 5 in the "Core Snapshot Actions in the New UI" section of "Snapshots: Introducing the New Design System (UI)". At this point in the walkthrough you create Snapshot – generate a new template from any sub-account. The next step is to refresh – update an existing snapshot with the latest assets and settings from its source. - What this covers: Create Snapshot – generate a new template from any sub-account. - Controls: Create Snapshot, Refresh, Push, History, Settings - Next: Refresh – update an existing snapshot with the latest assets and settings from its source. Full procedure: 1. Create Snapshot – generate a new template from any sub-account. <- this image 2. Refresh – update an existing snapshot with the latest assets and settings from its source. 3. Push – deploy a snapshot (or only selected assets) to one or many sub-accounts. 4. History – open the full audit trail, including who created, refreshed, or pushed each snapshot. 5. Settings – rename snapshots, edit included assets, or adjust push destinations. - **Refresh** – update an existing snapshot with the latest assets and settings from its source. ![Step 2 of 5: Refresh – update an existing snapshot with the latest assets and…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055721889/original/28XOuFX6326L52WPJzSRI2dELhUfFKVQEw.png) **Step 2 of 5: Refresh – update an existing snapshot with the latest assets and…** This screenshot accompanies step 2 of 5 in the "Core Snapshot Actions in the New UI" section of "Snapshots: Introducing the New Design System (UI)". At this point in the walkthrough you refresh – update an existing snapshot with the latest assets and settings from its source. The next step is to push – deploy a snapshot (or only selected assets) to one or many sub-accounts. - What this covers: Refresh – update an existing snapshot with the latest assets and settings from its source. - Controls: Refresh, Create Snapshot, Push, History, Settings - Next: Push – deploy a snapshot (or only selected assets) to one or many sub-accounts. Full procedure: 1. Create Snapshot – generate a new template from any sub-account. 2. Refresh – update an existing snapshot with the latest assets and settings from its source. <- this image 3. Push – deploy a snapshot (or only selected assets) to one or many sub-accounts. 4. History – open the full audit trail, including who created, refreshed, or pushed each snapshot. 5. Settings – rename snapshots, edit included assets, or adjust push destinations. - **Push** – deploy a snapshot (or only selected assets) to one or many sub-accounts. ![Step 3 of 5: Push – deploy a snapshot (or only selected assets) to one or many…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055719859/original/4PxBH4Yp9OEvrKGfsiLadz6MJacqXsjeBg.png) **Step 3 of 5: Push – deploy a snapshot (or only selected assets) to one or many…** This screenshot accompanies step 3 of 5 in the "Core Snapshot Actions in the New UI" section of "Snapshots: Introducing the New Design System (UI)". At this point in the walkthrough you push – deploy a snapshot (or only selected assets) to one or many sub-accounts. The next step is to history – open the full audit trail, including who created, refreshed, or pushed each snapshot. - What this covers: Push – deploy a snapshot (or only selected assets) to one or many sub-accounts. - Controls: Push, Create Snapshot, Refresh, History, Settings - Next: History – open the full audit trail, including who created, refreshed, or pushed each snapshot. Full procedure: 1. Create Snapshot – generate a new template from any sub-account. 2. Refresh – update an existing snapshot with the latest assets and settings from its source. 3. Push – deploy a snapshot (or only selected assets) to one or many sub-accounts. <- this image 4. History – open the full audit trail, including who created, refreshed, or pushed each snapshot. 5. Settings – rename snapshots, edit included assets, or adjust push destinations. - **History** – open the full audit trail, including who created, refreshed, or pushed each snapshot. ![Step 4 of 5: History – open the full audit trail, including who created, refreshed…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055719904/original/ETVI_dpRg525t-UHEI153dk2MScL_hin8w.png) **Step 4 of 5: History – open the full audit trail, including who created, refreshed…** This screenshot accompanies step 4 of 5 in the "Core Snapshot Actions in the New UI" section of "Snapshots: Introducing the New Design System (UI)". At this point in the walkthrough you history – open the full audit trail, including who created, refreshed, or pushed each snapshot. The next step is to settings – rename snapshots, edit included assets, or adjust push destinations. - What this covers: History – open the full audit trail, including who created, refreshed, or pushed each snapshot. - Controls: History, Create Snapshot, Refresh, Push, Settings - Next: Settings – rename snapshots, edit included assets, or adjust push destinations. Full procedure: 1. Create Snapshot – generate a new template from any sub-account. 2. Refresh – update an existing snapshot with the latest assets and settings from its source. 3. Push – deploy a snapshot (or only selected assets) to one or many sub-accounts. 4. History – open the full audit trail, including who created, refreshed, or pushed each snapshot. <- this image 5. Settings – rename snapshots, edit included assets, or adjust push destinations. - **Settings** – rename snapshots, edit included assets, or adjust push destinations. ![Step 5 of 5: Settings – rename snapshots, edit included assets, or adjust push…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055720985/original/zLnjpVkHinOeDUvJrBeTIgt_lV1Ez8NKwQ.png) **Step 5 of 5: Settings – rename snapshots, edit included assets, or adjust push…** This screenshot accompanies step 5 of 5 in the "Core Snapshot Actions in the New UI" section of "Snapshots: Introducing the New Design System (UI)". At this point in the walkthrough you settings – rename snapshots, edit included assets, or adjust push destinations. - What this covers: Settings – rename snapshots, edit included assets, or adjust push destinations. - Controls: Settings, Create Snapshot, Refresh, Push, History Full procedure: 1. Create Snapshot – generate a new template from any sub-account. 2. Refresh – update an existing snapshot with the latest assets and settings from its source. 3. Push – deploy a snapshot (or only selected assets) to one or many sub-accounts. 4. History – open the full audit trail, including who created, refreshed, or pushed each snapshot. 5. Settings – rename snapshots, edit included assets, or adjust push destinations. <- this image --- ## **Advanced Filtering, Sorting & Search** Enhanced data tools appear above every snapshot list: - **Search bar**—type any part of a snapshot name or ID for instant narrowing. ![Step 1 of 3: Search bar —type any part of a snapshot name or ID for instant narrowing](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055720743/original/2liRXXg4gdEEuJkYQLi6Lk8zYUUJ2-fyhg.png) **Step 1 of 3: Search bar —type any part of a snapshot name or ID for instant narrowing** This screenshot accompanies step 1 of 3 in the "Advanced Filtering, Sorting & Search" section of "Snapshots: Introducing the New Design System (UI)". At this point in the walkthrough you search bar —type any part of a snapshot name or ID for instant narrowing. The next step is to column sort —click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending. - What to fill in: Search bar —type any part of a snapshot name or ID for instant narrowing. - Controls: Search bar, Column sort, Calendar picker - Next: Column sort —click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending. Full procedure: 1. Search bar —type any part of a snapshot name or ID for instant narrowing. <- this image 2. Column sort —click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending. 3. Calendar picker —select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes. - **Column sort**—click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending. ![Step 2 of 3: Column sort —click a header (Name, Size, Last Updated, etc.) to…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055720339/original/o8yrpOFK5FhrsstRyaQnbsNXFSEocyDrbg.png) **Step 2 of 3: Column sort —click a header (Name, Size, Last Updated, etc.) to…** This screenshot accompanies step 2 of 3 in the "Advanced Filtering, Sorting & Search" section of "Snapshots: Introducing the New Design System (UI)". At this point in the walkthrough you column sort —click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending. The next step is to calendar picker —select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes. - What to click: Column sort —click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending. - Controls: Column sort, Search bar, Calendar picker - Next: Calendar picker —select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes. Full procedure: 1. Search bar —type any part of a snapshot name or ID for instant narrowing. 2. Column sort —click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending. <- this image 3. Calendar picker —select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes. - **Calendar picker**—select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes. ![Step 3 of 3: Calendar picker —select absolute or relative date ranges (Today, Last…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055720051/original/mGUpfaNLsfJOGZ2pnD77SRhMLHfNLjDV2A.png) **Step 3 of 3: Calendar picker —select absolute or relative date ranges (Today, Last…** This screenshot accompanies step 3 of 3 in the "Advanced Filtering, Sorting & Search" section of "Snapshots: Introducing the New Design System (UI)". At this point in the walkthrough you calendar picker —select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes. - What to choose: Calendar picker —select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes. - Controls: Calendar picker, Search bar, Column sort Full procedure: 1. Search bar —type any part of a snapshot name or ID for instant narrowing. 2. Column sort —click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending. 3. Calendar picker —select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes. <- this image These controls can be combined, and GHL Customer Care remembers your last filter set when you return. --- ## **Consistent Design System Elements** Labels, icons, buttons, and spacing now mirror other revamped GHL Customer Care areas (e.g., Invoices, Activity Section), making navigation second nature and reducing training time for new staff. ![Consistent Design System Elements (image 9 of 9)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055719605/original/QaQpeG7DpkcN2AmsOViip9i2vDKnbo52NQ.png) **Consistent Design System Elements (image 9 of 9)** This screenshot appears in the "Consistent Design System Elements" section of "Snapshots: Introducing the New Design System (UI)". The text alongside this image reads: Labels, icons, buttons, and spacing now mirror other revamped GHL Customer Care areas (e.g., Invoices, Activity Section), making navigation second nature and reducing training time for new staff. Immediately after, the guide continues: Q: Does the new UI change what a snapshot includes? - What this covers: Labels, icons, buttons, and spacing now mirror other revamped GHL Customer Care areas (e.g., Invoices, Activity Section), making navigation second nature and reducing training time for new staff. - Next: Q: Does the new UI change what a snapshot includes? --- ## **Frequently Asked Questions** **Q: Does the new UI change what a snapshot includes?** No, asset coverage remains the same; only the interface and data tools changed. **Q: Can I revert to the classic UI?** The classic UI will be deprecated; during the transition, you may still find a “Legacy View” toggle, but we recommend migrating workflows now. **Q: Will my existing granular permissions still apply?** Yes, user permissions set under Settings ➜ Team continue to govern Create, Push, Refresh, etc.  **Q: Does filtering affect other users?** Filters are per-user and session-specific; they do not change list views for teammates. **Q: Are there keyboard shortcuts?** Use ⌘/Ctrl + F to focus the search bar; ↑/↓ keys navigate list rows once focused. **Q: How many snapshots can I display at once?** The list is virtualized, so performance remains smooth even with thousands of items—no hard cap. **Q: Do date filters use my local timezone?** Yes, calendar filtering respects the timezone set in your user profile. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com