Symptom/Error
Historical Data blocks in the Referral Sources module are not displaying dates for activities and referrals. Fields such as 'Last Activity Created On' and 'Last Inbound Opp' remain blank despite having active inbound/outbound referrals and activities being created in the system.
Cause
This issue occurs when Historical Data sync is inactive in the module settings. When the sync feature is disabled, the system cannot automatically populate historical date fields with referral and activity data.
Solution
Follow these steps to enable Historical Data sync and restore data population:
Step 1: Check Historical Data Sync Status
Open your Dazos CRM instance.
Navigate to CRM → Settings → CRM Settings.
From the Summary page, click Data Mapping.
Open the Historical Data Mapping tab.
Step 2: Enable Historical Data Sync
Check the Enable Historical Data Sync checkbox.
Click Update Historical Data to trigger the backfill process.
Step 3: Wait for Data Processing
Allow up to 24 hours for the system to process and backfill historical dates for existing referrals and activities. The sync runs in the background and processes records in batches.
Step 4: Verify Workflows Are Active
Go to Settings → Workflows.
Confirm that historical data workflows exist and are marked as Active.
If workflows are missing, return to Step 2 and ensure the checkbox is properly selected
💡 Tip: The system automatically creates required workflows when Historical Data Sync is enabled.
Expected Results
After completing these steps, you should see:
New records: Historical data updates in real time
Existing records: Historical date fields are populated after the backfill process completes
Referral Sources: Fields like 'Last Activity Created On' and 'Last Inbound Opp' display accurate dates
Escalation
Contact Dazos Support if:
Historical data is still not updating after 24 hours.
New records are not updating in real time after enabling the sync.
Workflows are missing under Settings → Workflows.
The Historical Data sync option is not available in your CRM Settings
⚠️ When contacting support: Provide your instance URL and specific examples of referral sources where dates are not populating.