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
Navigate to a contact record
Find the policy or account to sync.
Click the Sync button.
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).
From time to time, your linked session may have expired and re-authentication is required.
When this occurs, you will see a Link button prompting you to link the source.
Click Link to re-enter your login source credentials.
Repeat step 4.
