AnsweredAssumed Answered

All of sudden, we now need to refresh, individually, the tabs of a lead record

Question asked by Dan Stevens. Expert on Sep 23, 2015
Latest reply on Sep 23, 2015 by Grant Booth

I've realized over the past week or so, that when viewing a lead record - which includes the following tabs:

 

...whenever we refresh either of these tabs/views, that it only refreshes the data in that tab.  So let's say we're doing some testing to make sure our fields are syncing properly between Marketo and CRM.  I keep an eye on the activity log and as soon as I see the data has come over, I now need to click on the appropriate tab, like "Lead Info", and then hit "refresh" once again to see those changes reflected.  Same goes for all of the other tabs.  In the past, refreshing anywhere within the lead record would refresh each and every one of the tabs so you can quickly navigate to each one, knowing you would be viewing the most up-to-date data. 

 

Is anyone seeing this behavior?

Outcomes