Preset filter: Delete from QB

isabelle A. shared this question 10 days ago
Answered

Hello

In order to ''clean'' the list in Delete from QB, i created an optional field named ''Annulé dans QBO'' which i check mark when the lead has been deleted from QB.

Then I created a filter ''QB - Annulé dans QB'' when i search for the optional field ''annulé dans QBO'' not check mark.

So when i run the 2 reports, the preset Delete from QB and the ''QB - deleted in QB'' it would only show me the ''remaining leads to delete'' but it does not work.

Right now, i have 23 leads in ''Delete from QB'' and when i add the filter ''QB - deleted in QB'' it still shows 23


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Thank you for your help

Comments (5)

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We are taking a look

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I changed the filter to use AND instead of OR. If neither are checked, you would want the lead to show. The problem with using OR is that I assume the one is for a different location and one of the fields would always evaluate TRUE since in every case one of the fields would be missing. Double check it though.

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Make sense! Will try to think about it next time.

Thank you.

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Can you help me understand why this leads is in the prefilter Delete from QB ?

It was imported today because we received a payement so ok to be in QB, why does it show in that list ?

373f521e5a0c830e580eaa604ff3cdfc

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I've looked all through the log and do not see why this should be deleted. You can disregard this one

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