Secure Zone Sync

To get all the information for your contacts and their access to secure zones you need to manually sycronise SimplaCRM with Business Catalyst.

To complete this task right click on the tools option in the main tool bar within your SimplaCRM account and open the tools in a new page / tab.

We do this because the secure zone sync is run via javascript and the SimplaCRM backend and it can take some time to run.

Click on the secure zone sync button.

Secure Zone Sync

The sycronisation will now begin and ill count down the number of contacts remaining as it gathers the information for each contact.

Secure Zone Sync

We recommend you make a habit of running this process each week.

We are working on making this an automated process in a future release of SimplaCRM.

 

 

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