Community
Showing results for 
Search instead for 
Do you mean 
Reply

Remote database syncing ALL Opportunities & sync set only syncing a few contacts

Copper Contributor
Posts: 20
Country: United States

Remote database syncing ALL Opportunities & sync set only syncing a few contacts

I defined a Sync Set that contains about 100 contacts and then created a remote database using the Sync Set. 

 

The specified contacts sync however all Opportunities are syncing (about 7000).

I

s there a way to sync only the Opportunities that are linked to the Contact Records for the Sync Set?

Bronze Contributor
Posts: 955
Country: Australia

Re: Remote database syncing ALL Opportunities & sync set only syncing a few contacts

You did not say which version of ACT but from memory this is not an option unless you also place an access list on opportunities and there is an addon you could use for this from asds computers. Have a look in the addon store www.actaddons.com

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.