Agent is unable to view properties on the DisplaySweet App

If an agent cannot see properties on the DisplaySweet app, consider the following common causes and solutions:

Common Causes:

• User Not Assigned: The agent's account is not linked to the specific properties they are trying to view.
• Sync Delay: Property data from the CRM may take time to update and reflect in the DisplaySweet system.
• Offline Mode: If the iPad was offline, it might be displaying outdated, cached data rather than the latest synchronized information.

Troubleshooting Steps:

1. Check Login and Permissions:
   • Confirm Correct Account: Ensure the agent is logged in with their assigned DisplaySweet credentials, not a generic account.
   • Verify CMS Settings: In the DisplaySweet CMS (admin panel):
     • Confirm the agent is assigned to the correct project(s)/properties within their allocation group.
     • Verify they possess the necessary role and permissions to view listings.
2. Sync and Refresh:
   • Force Refresh (iPad): On the property list screen in the app, pull down to initiate a refresh.
   • Log Out/Log In: If a refresh doesn't resolve the issue, log out of the app and then log back in.
   • Internet Connection: Confirm the iPad has an active internet connection (e.g., by testing Safari).
3. CMS vs. CRM Data Check:
   • Check DisplaySweet CMS (Desktop): Log into the DisplaySweet CMS from a desktop computer:
     • Missing in CMS: If the properties are also absent in the CMS, the issue lies with the CRM to CMS sync (e.g., from VaultRE, Rex, Salesforce, Agentbox).
     • In CMS, Not on iPad: If the properties are present in the CMS but not appearing on the iPad, it indicates an app/device synchronization problem.
4. Update and Reinstall:
   • Update App: Update the DisplaySweet app to the latest version via the App Store.
   • Reinstall App: If the problem persists, delete the app, then reinstall it, and log back in.