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Refresh CRM Info in AccessAlly

If you’ve created new custom fields or tags in your CRM you can quickly pull these into your AccessAlly site.

WordPress Admin Dashboard in AccessAlly

Hover on AccessAlly, click “Refresh CRM Info”

Refresh CRM Info in AccessAlly

Click “OK” and Refresh the Page

Accept Message Refresh Page in AccessAlly

Updated on April 17, 2024
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