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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.

3 min read585 words9 explained imagesUpdated Tue, 14 Oct, 2025 at 10:47 AM
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On this page
  1. What is the Snapshots New Design System (UI)?
  2. Key Benefits of the New Design System for Snapshots
  3. Core Snapshot Actions in the New UI
  4. Advanced Filtering, Sorting & Search
  5. Consistent Design System Elements
  6. Frequently Asked Questions

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)?

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 What this shows Step 1 of 5: Create Snapshot – generate a new template from any sub-account. What this shows Shows what this covers for step 1 of 5 in the "Core Snapshot Actions in the New UI" section of "Snapshots: Introducing the New Design System (UI)". 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. Step 1 of 5Image 1 of 9 What this coversCreate Snapshot – generate a new template from any sub-account.
    Buttons and menus referenced Create SnapshotRefreshPushHistorySettings
    Next stepRefresh – update an existing snapshot with the latest assets and settings from its source.
    All 5 steps in this 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… What this shows Step 2 of 5: Refresh – update an existing snapshot with the latest assets and settings from its source. What this shows Shows what this covers for step 2 of 5 in the "Core Snapshot Actions in the New UI" section of "Snapshots: Introducing the New Design System (UI)". 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. Step 2 of 5Image 2 of 9 What this coversRefresh – update an existing snapshot with the latest assets and settings from its source.
    Buttons and menus referenced RefreshCreate SnapshotPushHistorySettings
    Next stepPush – deploy a snapshot (or only selected assets) to one or many sub-accounts.
    All 5 steps in this 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… What this shows Step 3 of 5: Push – deploy a snapshot (or only selected assets) to one or many sub-accounts. What this shows Shows what this covers for step 3 of 5 in the "Core Snapshot Actions in the New UI" section of "Snapshots: Introducing the New Design System (UI)". 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. Step 3 of 5Image 3 of 9 What this coversPush – deploy a snapshot (or only selected assets) to one or many sub-accounts.
    Buttons and menus referenced PushCreate SnapshotRefreshHistorySettings
    Next stepHistory – open the full audit trail, including who created, refreshed, or pushed each snapshot.
    All 5 steps in this 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… What this shows Step 4 of 5: History – open the full audit trail, including who created, refreshed, or pushed each snapshot. What this shows Shows what this covers for step 4 of 5 in the "Core Snapshot Actions in the New UI" section of "Snapshots: Introducing the New Design System (UI)". 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. Step 4 of 5Image 4 of 9 What this coversHistory – open the full audit trail, including who created, refreshed, or pushed each snapshot.
    Buttons and menus referenced HistoryCreate SnapshotRefreshPushSettings
    Next stepSettings – rename snapshots, edit included assets, or adjust push destinations.
    All 5 steps in this 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… What this shows Step 5 of 5: Settings – rename snapshots, edit included assets, or adjust push destinations. What this shows Shows what this covers for step 5 of 5 in the "Core Snapshot Actions in the New UI" section of "Snapshots: Introducing the New Design System (UI)". 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. Step 5 of 5Image 5 of 9 What this coversSettings – rename snapshots, edit included assets, or adjust push destinations.
    Buttons and menus referenced SettingsCreate SnapshotRefreshPushHistory
    All 5 steps in this 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

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 What this shows Step 1 of 3: Search bar —type any part of a snapshot name or ID for instant narrowing. What this shows Shows what to fill in for step 1 of 3 in the "Advanced Filtering, Sorting & Search" section of "Snapshots: Introducing the New Design System (UI)". 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. Step 1 of 3Image 6 of 9 What to fill inSearch bar —type any part of a snapshot name or ID for instant narrowing.
    Buttons and menus referenced Search barColumn sortCalendar picker
    Next stepColumn sort —click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending.
    All 3 steps in this 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… What this shows Step 2 of 3: Column sort —click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending. What this shows Shows what to click for step 2 of 3 in the "Advanced Filtering, Sorting & Search" section of "Snapshots: Introducing the New Design System (UI)". 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. Step 2 of 3Image 7 of 9 What to clickColumn sort —click a header (Name, Size, Last Updated, etc.) to reorder ascending/descending.
    Buttons and menus referenced Column sortSearch barCalendar picker
    Next stepCalendar picker —select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes.
    All 3 steps in this 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… What this shows Step 3 of 3: Calendar picker —select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes. What this shows Shows what to choose for step 3 of 3 in the "Advanced Filtering, Sorting & Search" section of "Snapshots: Introducing the New Design System (UI)". 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. Step 3 of 3Image 8 of 9 What to chooseCalendar picker —select absolute or relative date ranges (Today, Last 30 Days, Custom) to locate imports, shares, or pushes.
    Buttons and menus referenced Calendar pickerSearch barColumn sort
    All 3 steps in this 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) What this shows Labels, icons, buttons, and spacing now mirror other revamped GHL Customer Care areas (e.g., Invoices, Activity Section), making navigation… What this shows Illustrates the "Consistent Design System Elements" section of "Snapshots: Introducing the New Design System (UI)". 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? Image 9 of 9 What this coversLabels, 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 stepQ: 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.

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.

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