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Sync Set Criteria for Dummies?

New Member
Posts: 19
Country: United States

Sync Set Criteria for Dummies?

I am having a hard time wrapping my small brain around Sync Set Criteria (and advanced lookup).  I think I am getting confused with the and/or options as well as how things are prioritized.  Is there a tutorial on this somewhere?

 

Thanks!

Bronze Contributor
Posts: 955
Country: Australia

Re: Sync Set Criteria for Dummies?

In most case there is no need to specify anything but all contacts in the synch set. You can though create a particular search for only specific contacts to be synchronised to a remote.

 

As far as I am aware there is no printed guide for the synch set but what are you looking for in particular?

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.
New Member
Posts: 1
Country: USA

Re: Sync Set Criteria for Dummies?

similar problem. I selected all contacts in my select set, but only one contact out of 1000 comes up, when viewed in manage Subscription Lists.  Can't figure it out.

Bronze Contributor
Posts: 955
Country: Australia

Re: Sync Set Criteria for Dummies?

If you go back and check the synch set and select all users and all contacts you should find they come across

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.