Refresh Field List from CRM

When you click on the Refresh Field Lists link in the Field Mapping menu, the Table List and Field List connectors update the Field Mapping pages with any new CRM field(s) to be available for mapping. The message, "Field Definitions have been loaded from CRM" appears.

You must refresh the field lists every time you create one or more new fields in the CRM system to which you want to map Sales Access Manager worksheet data.


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