07-01-2008 01:24 PM
Simple question but I have not found in the documentation.
I set up a remote db for a salesman.
sometime later we rearrange his territory and he gains one state and loses another.
when I change the sync set the customers in the new territory flow to his remote db, but is there any way to remove from his remote db the customers that are no longer part of his territory?
07-07-2008 02:53 AM
If you set up the sync set criteria correctly so that it includes only the customers for his 'patch' then this will update his DB the next time he syncs. Both adding new and removing old contacts where relevant.
For example if you create the criteria with a query something like.
Contact - Postal Code - Starts With - NE4 - End
Then, after a sync, he should only be able to see customers with a postcode beginning with 'NE4... '.
Obviously you can define whatever criteria you want.
12-02-2008 10:52 AM
Hello, Is there a limitation on how many lines of criterias a sync set can have? For example, if i want to set up a sync set containing 500 different zip codes, is that doable?
So, the list of criteria would be like this:
Zip - Equal To - 00012
Zip - Equal To - 00068
Zip - Equal To - 98756 and so on...