How can I filter for completed Activities where the Contact no longer exists?

Anish Patel
Anish Patel Posts: 30
10 Comments Second Anniversary Name Dropper Photogenic
edited July 24 in Sales CRM #1

I have quite a few old activities that don't show up anymore because the contact that was in the Person field may have been deleted.  Is there a filter search on Activities or People that would allow me to identify Activities that have "inactive/deleted" values in the People or Organization field?

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 29 #2

    Hi @Anish Patel 

    Unfortunately, we don't have that option in our filters . We can show if there's a contact person missing or not, but not if it's deactivated: http://sharing.pipedrive.com/PdZB7a

    One thing you could do is set up a Zapier automation that removes all related activities from a contact person once it's deleted. Hope that helps and I'll pass on your feedback.