This option refreshes the copy of the contact data stored in the HowNow database.

This task can be performed in two ways.

Automatic Refresh

  • If the File > Options > Knowledge & Contacts > Refresh Every X Days option is set to a number greater than zero, HowNow will automatically prompt the Contact Data Updater employee when they open HowNow the first time each day.  See Employee Details.

  • Windows Scheduler. HowNow can be configured to automatically refresh the contact data at any time by creating a scheduled task (usually on the server).


This should be done in conjunction with the Business Fitness support team:


  1. Go to Start > Control Panel > Scheduled Tasks > Add Scheduled Tasks. The Scheduled Tasks Wizard will appear.
  2. Click Next.
  3. Click the Browse button and browse to the location of the HowNow software on the server.
  4. Choose HowNowContactDataRefresh.exe.
  5. Under Perform this Task, Choose the Daily option and click Next.
  6. Set a time to start and choose Weekdays. Click Next.
  7. Enter a user name and password and click Next.
  8. Click Finish.
     

Manual Refresh


In Contacts, click the Data Refresh icon on the ribbon or right-click and choose Refresh. The contact data will be refreshed immediately.

Note that only those contacts with the option Keep updated from External Database checked will be updated.