Dashboard doesn't update

Mr Sam Takemura

July 12, 2017 02:08

The dashboard does not update stats when 1-2-1 or referral forms are entered

0

• Official comment

  

  Jeremy Walsh

  July 18, 2017 18:06

  @sam - when slips are entered they will be in a "draft" mode until after your meeting has taken place and your VP has submitted the report.  Here is a video explaining it:

  https://bniconnect.zendesk.com/hc/en-us/articles/115000219091-How-the-Online-Slips-Mobile-App-and-PALMS-work-together- 

  Hope this helps!

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