Troubleshoot Data Refresh
Troubleshoot Data Refresh
Use this guide when PloverCRM Mobile shows old workspace information or cannot complete a data refresh.
Refresh workspace data #
- Open PloverCRM.
- Tap Settings.
- Under App preferences, tap Data & Sync.
- Confirm that the intended workspace is selected.
- Review Sync Status.
- Tap Refresh Workspace Data.
- Wait for PloverCRM to finish.
PloverCRM can show Refreshing Data… while the refresh is running and Workspace data refreshed successfully when it finishes.
Image placeholder: Replace this image path with the final Data & Sync troubleshooting screenshot when it is available.
Check Sync Status #
Review these values before and after refreshing:
- Workspace — The workspace being refreshed.
- Last Sync — The most recent completed refresh.
- Next Auto-Refresh — The next scheduled refresh, when available.
- Connected — The displayed connection status.
- Update Available — A newer workspace update is available.
If the app has never completed a refresh, Last Sync can show Never synced.
No workspace is selected #
If PloverCRM shows No workspace selected:
- Open Manage Workspaces.
- Select a saved workspace or add a workspace.
- Return to Data & Sync.
- Try the refresh again.
Refresh fails #
If PloverCRM shows Failed to refresh workspace data:
- Confirm that the intended workspace is selected.
- Check the workspace connection status.
- Open Manage Workspaces and reconnect if required.
- Return to Data & Sync and try again.
Information still looks old #
- Confirm that you are viewing the same workspace shown in Sync Status.
- Wait for the success message before leaving Data & Sync.
- Return to the affected screen and allow it to reload.
- Refresh again if the information is still outdated.
Workspace information remains separate between saved workspaces. A refresh for one workspace does not update another workspace.
Refresh the Dashboard #
Pull down on the Dashboard to request updated Dashboard statistics, stages, and reminders. Use Data & Sync when you need to refresh the broader local workspace data.
Troubleshooting #
Refresh remains in progress
Wait for the current refresh to finish before starting another one. If it does not finish, leave Data & Sync, reopen it, and try again later.
The connection is unavailable
Resolve the workspace connection issue first. See Troubleshoot Workspace Connection.
Refresh succeeds but a record is missing
Confirm that the record belongs to the selected workspace and that your role can view it. Then refresh again and check the relevant list or filter.
