Refresh Compliance Checks/Update User Profile Information

How to Refresh Compliance Checks and Update User Profile Information


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In a User's Contact Panel, there is a button you can select at the top right of the window, marked by a "Refresh" symbol.

Clicking on the button runs a quick check to make sure all of your User's Records are compliant, and also updates all of the information in your User's Dropdown Panel to the most current form.

This is important because if, for example, you take a new Note on a User, you'll have to click on this button to view the note within their Notes Dropdown Panel.