The Refresh and Process function updates all linked records in Raiser's Edge with the current data in Core. This is a good workaround or troubleshooting step when users find an edit or update to a linked record was not pushed to Connect RE for processing. This option in Advanced settings will by-pass the update syncing to the Key metrics section of Connect RE. The update from Core will be added directly to the Raiser's Edge record and no number of changes will be records in the Previous updates section.

If there is incorrect or out of date information in Core that should not be pushed to linked Raiser's Edge records the Refresh and Process option should not be used. Note, this function does not impact unmatched record. If you utilize this feature and find the update did not sync, navigate to Advanced settings or the Matching section to verify the affected record is linked.