What does it mean to force sync a policy or account?
To force sync a policy or account means to prioritize a policy or account to update upon request.
Once you link a login source successfully, Swivel Sync begins to queue up a list of all syncable policies and accounts to be updated for the current day.
Instead of waiting for Swivel Sync to work through all queued policies and accounts, you can prioritize a specific policy(s) to be updated next.
When to Force Sync a Policy/Account
Anytime you need to view updated values for a specific policy/account
Updating the Swivel Summary
Preparing for an upcoming client review appointment
Per client request
Force Syncing Policies and Accounts
Force Sync from Contact Record
Navigate to a contact record
Find the policy or account to sync.
Click the Sync button.
Sync pop-up window appears.
If multiple login sources exist, select the specific login source > click Sync.
If selected source is Unlinked > click Link and you will be prompted to re-link the login source before the force sync request will begin processing.
Once the policy begins syncing, it will display
an in progress status.
The policy may return a Queued status, if Swivel Sync is in the process of updating another policy(s).
Once a policy force sync request is verified, updated and completed, it will return a Success status.
Force Sync from Swivel Sync Report
From Main Menu, go to Reports > Swivel Sync Report.
Search by contact or product number to find a specific policy or account.
Click the Sync button.