How live updates work
Some screens in Raise More update automatically when data changes. The dialer and donor profile pages receive live updates over a persistent connection that is established when you load the page. Other views, such as lists and dashboards, refresh their data when you switch back to the browser tab or navigate to the page.
Common reasons data is not updating
Your connection was interrupted. If your network dropped or you left the tab open for a long time, the live connection may have been lost. Refreshing the page re-establishes it.
The view does not receive live updates. Not every screen subscribes to real-time data. Reports, exports, and some table views load data on page load or on tab focus rather than receiving push updates. Refreshing the page always loads the latest data.
A firewall or network proxy is blocking the connection. Live updates require a persistent WebSocket connection. Some corporate networks or VPNs block or timeout these connections. If refreshing does not help, try a different network.
The browser tab was in the background for too long. Browsers throttle background tabs. After returning to a tab that has been inactive, trigger a refresh to pull the latest data.
What to try
Refresh the page. This is the fastest fix in most cases.
Check whether your internet connection is active.
If you are on a VPN or corporate network, try switching to a different connection.
If the problem only happens on one screen, note which screen and contact support.
Screens that update automatically
The dialer and donor profile pages subscribe to live updates while the page is open. Changes made by other users in your organization, such as call notes or disposition updates, appear without needing a manual refresh.
When to contact support
If data is consistently not updating after a page refresh and your network is working normally, contact support with the name of the screen where you are seeing the issue and roughly when it started.