Target List Sync to Report

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  • GrokWhy
    Member
    • Apr 2021
    • 44

    Target List Sync to Report

    I notice that when I sync an existing target list to a report, it doesn't remove contacts from the target list that are not in the report.

    I need to Unlink All then do the sync.

    This doesn't seem like a sync feature to me.

    Russ
  • yuri
    Member
    • Mar 2014
    • 8453

    #2
    Have you tried to check 'Unlink' field on the Sync with Reports panel on the Target list view.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • GrokWhy
      Member
      • Apr 2021
      • 44

      #3
      Yuri,

      It doesn't seem very automatic if I have to first Unlink everyone in the target list then sync them. Sync implies my Target List will be in sync with the Report.

      Russ

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      • yuri
        Member
        • Mar 2014
        • 8453

        #4
        I think you haven't understood me. Please read my previous reply above. It does unlink automatically. You need to check the checkbox.
        Last edited by yuri; 08-09-2021, 04:49 PM.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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