The Sync History report will tell you which fields have been updated for opportunities of a specific manufacturer. You can use this information to only update the changed fields in the target system.
- Login to both Repfabric and your the system you need to update. Ideally, you should use two screens.
- Follow the hamburger menu to Reporting > CRM Reports > Opportunity History
3. Select the Sync History button from the initial screen.
4. Select which Manufacturer you would like to review and update the system of.
5. Select the From and To dates that you would like to review field changes of. Ideally, your From date should be the date you last entered information from this screen into the line’s system.
6. Press the Fetch button to show all of the opportunities that have changed in the time period selected.
7. If you use CRMSync GUI Screen link, select the URL to open the target system’s equivalent opportunity.
8. Select an opportunity listed to see what fields have changed.
9. Copy the first change to your Clipboard for pasting into the target system.
10. Paste it into the target system’s equivalent field.
11. Continue the process until all fields are marked done.
