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Why isn't a new tag or order showing on the Customers screen?

Some changes on the Customers screen only show after you refresh your browser.

Some parts of the Customers screen (WithWine's CRM) load when you open the page, so changes you make don't always show straight away.

A new tag isn't in the tag filter

The and tagged as filter loads the list of tags when the page opens. Refresh your browser, then search for the tag again.

A customer's order count or lifetime value hasn't changed

After you create an order from a customer's record, the numbers at the top of the record (LTV, orders and average) update when you refresh your browser.

A new or imported customer isn't in the list

Refresh your browser on the Customers screen.

How to refresh your browser

  • Windows: press F5 or Ctrl + R.

  • Mac: press Cmd + R.

  • Or click the refresh button next to the address bar.

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