Why are my updates to accounts/clients data are not showing??

After updating client details, account information, or other settings, you may notice that the changes are not immediately reflected in the portal, dropdowns or selection fields.

Solution

Wait approximately 5 minutes for the system to sync and refresh the data.

Why does this happen?

The system caches data to improve performance. When you make updates, it takes a short time for the cache to refresh and display your changes.

If changes still don't appear

• Try refreshing your browser page after waiting.
• Clear your browser cache if the issue persists.
• Contact support if changes are still not visible after 10 minutes.