Refresh Workspace Data
Refresh Workspace Data
Refresh the workspace information stored on your mobile device so PloverCRM can load the latest available data.
Open Data & Sync #
- Open PloverCRM.
- Tap Settings.
- Under App preferences, tap Data & Sync.
Image placeholder: Replace this image path with the final Data & Sync screenshot when it is available.
Review sync status #
The Sync Status section can show:
- Workspace.
- Connection status, such as Connected.
- Last Sync time.
- Next Auto-Refresh time.
- Update Available when a newer workspace update is available.
If no refresh has completed, Last Sync can show Never synced.
Refresh workspace data #
- Open Data & Sync.
- Review the selected workspace.
- Tap Refresh Workspace Data.
- Wait while PloverCRM refreshes the data.
- Continue when PloverCRM shows Workspace data refreshed successfully.
PloverCRM can show Refreshing Data… while the refresh is in progress.
What the refresh affects #
The refresh updates local workspace information used by the app, such as leads, lists, tags, stages, reminders, business information, and other workspace settings available to your account.
A refresh does not change the selected workspace or edit your saved credentials.
Troubleshooting #
No workspace is selected
PloverCRM can show No workspace selected. Open Manage Workspaces and select or add a workspace before refreshing.
Refresh fails
PloverCRM can show Failed to refresh workspace data. Review the message, confirm that the workspace connection is available, and try again.
Another screen still shows old information
Return to the screen and wait for it to reload. Confirm that the same workspace is selected, then refresh again if needed.
