Templates stores a cache of all your clients and jobs in your local browser after its first load. This is to minimize loading time and to give you a more efficient experience. However, this means that from time to time you will need to refresh your clients and jobs lists in Templates to reflect changes in your data source (e.g. Xero Practice Manager, SharePoint or another source).
You can do this manually by clicking the Refresh icon in the application header bar or you can set a refresh schedule in your HubOne Common App Settings list in your SharePoint Document Center.
Updating the HubOne Common App Settings
1.Open your SharePoint Document Center > Site Contents > HubOne Common App Settings
2.If the setting RefreshListFrequency is not present, add it and set its value to:
a.“0” if you wish to never refresh or only refresh manually or;
b.A number value (1 – 100) to indicate the number of days between each automatic refresh.
Once the application passes the desired refresh schedule time, it will automatically refresh and reload your clients and jobs lists from their respective data sources. Please be patient if your data source is large.
Please note, you must contact your systems administrator prior to making any changes.