Preset filter: Delete from QB
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
Thank you for your help
We are taking a look
We are taking a look
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.
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.
Make sense! Will try to think about it next time.
Thank you.
Make sense! Will try to think about it next time.
Thank you.
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 ?
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 ?
I've looked all through the log and do not see why this should be deleted. You can disregard this one
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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