How do I refresh an integrated client? Print
Modified on: Thu, 16 Aug, 2018 at 12:17 PM
To refresh an integrated client click edit client and then click the refresh data from crm button.
You’ll notice that only the integrated fields (highlighted with a green border) will update - any data you have saved in any non-integrated fields will remain as is and wont be overwritten.
Scroll down, make any further edits, click save and you're done.
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