My CRM Data is Loading Slowly: Optimizing CRM Loading

Here's How to Troubleshoot:

If your dashboard or specific modules are loading slowly, follow these steps:

Step 1: Use an incognito/private window to log in.

• If the issue persists, clear the browser cache. Please proceed to the next step below

Infinite Loading State:

Occasionally, a page may fail to load within a set timeframe (e.g., 30 seconds), causing the loader to spin endlessly. In such cases, a "Click Here to Refresh" prompt will appear. Clicking it refreshes the page and clears the browser cache, removing the need for manual cache or cookie clearing.

Step 2: Clear browser cache and reload the page. The user will need to sign in again. 

To clear cache please paste the URL in your preferred browser. 

• Chrome: chrome://settings/siteData

• Edge: edge://settings/clearBrowserData?search=cache

Clear Site Data:

• In the "Application" tab, select "Storage" and then click "Clear Site Data."

• Browser-specific guides: Chrome, Firefox, Safari, and Edge.

Remove Cookies:

• Click the lock icon in the URL bar, select "Cookies," and choose "Remove."

Once you've cleared site data and removed the cookies, click "Done."

Hard Refresh:

• On Mac: Hold Command + R.

• On PC: Hold Ctrl + F5.

• Follow browser-specific instructions for Chrome, Firefox, Safari, or Edge.

If you do not see your browser, please google further instructions on how to clear your cookies/ cache

Step 3: If the issue is still happening, this might be because of an extension(s) installed on their browser. Disable all the extensions and check again. 

Step 4: Try different browsers like Firefox or Safari or Chrome. If it still fails, follow the next step.

What If the Page Still Doesn't Load?

If a page remains stuck, especially during login verification, you can resolve it by enabling cookies:

• Look for a paint icon with a red cross in the search bar.

• Click it, enable "Allow Cookies for this Site," and refresh the page