Having added an integrated client to Genovo, you can update the data contained within the integrated fields at any time from within the Client & report library or Write report.

To refresh an integrated client, click the edit client icon, a new window will open and then click Update from CRM.

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. Navigate through the tabs clicking Save as you go. Finally, click Save and exit or close down the window.