Changes made in AdviserGo are not showing in Adviser and vice versa

If you have Adviser and Adviser Go open at the same time, you will need to manually Sync in Adviser to see any changes made via AdviserGo. To do this:

1. Click the Open Client button Open_client.PNG(top-left).

2. In the Open Client Record dialogue, click the Sync button Sync.PNG(bottom right).

If this does not work, it may be that Adviser has lost connection to our servers. In this case, closing and re-opening Adviser should restore the connection and the changes made in AdviserGo will then be visible in Adviser. 

 

Conversely, to see changes in AdviserGo that you have made in Adviser, simply open the client record in AdviserGo or refresh your browser while viewing the client case.