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1. Log into your CRM account

2. Go to the top right corner and click on the image of your profile (see image below)
   

   

3. From the drop-down menu, select CRM Preferences
   

   

4. From the User Preferences page, scroll down and the last section is the Clear Cached Data, where you need to click on the

   Status
   colour Red title Clear cache

   button
   
   Image RemovedImage Added

5. Once the system has cleared the cache, please refresh the page - you can also log out and log back into the instance

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• Clear the Cache and Cookies of your Browser

• Clear the Cache of the CRM (if you don’t know how to do it, please check FAQ n. 1 - How can I clear the cache of my CRM account)

• Then please check the Settings of your Antivirus, which could have a web protection that blocks the CORS policy

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Please contact our Support team at: support@dfo.global

How can I edit my campaign?

Please visit our dedicated section:

Related articles

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Editing a Campaign

How can I set the Drip?

Please visit our dedicated section for the step-by-step instructions: DRIP

How can I set the Klaviyo?

Please visit our dedicated section for the step-by-step instructions: Klaviyo

What is the Trial Extend Offer?

Please visit our dedicated section: The Trail Extend Offer

How can I create a new Gift Card?

Please visit our dedicated section for the step-by-step instructions: CRM Gift Cards - Create New

How can refund a customer?

Please visit our dedicated section for the step-by-step instructions: Refunds

What is a manual refund?

The manual refund refers to the refund that has been done inside the payment provider Dashboard, and which is not reflected in the CRM order page.

Consequently, users can flag the order and change the order status in CRM, when an order has been manually refunded inside the payment provider dashboard, by using the toggle of the Manual Refund in the Refund tab on the order page.