Target List Sync to Report

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  • GrokWhy
    Member
    • Apr 2021
    • 44

    #1

    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
    EspoCRM product developer
    • Mar 2014
    • 9639

    #2
    Have you tried to check 'Unlink' field on the Sync with Reports panel on the Target list view.

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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
        EspoCRM product developer
        • Mar 2014
        • 9639

        #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.

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