Completed

Organizations with no contacts

We want to go through our Organizations list and see which ones don't have a linked contact. We have over 900 organizations. Is there a way to check which ones don't have a linked contact (i.e. sorting) or do we have to do it manually?

0

Comments

4 comments
  • Hello Nikolas,

    I suggest creating a "Organization Linked Items Report". This will allow you to filter by "Link Type > Does not include > Contact". This will provide you with a list of Organizations who do not have a Contact linked to them. 

    See screenshot below for clarification:

    Hope that helps!

    0
    Comment actions Permalink
  • Hello Alejandro, 

    Thank you for your feedback. I actually tried that before posting. The result is the CRM showing me only Link Types 'OPPORTUNITY' and 'PROJECT', as seen below

     

    The way I think it should work, but doesn't, is filter by Contact First Name Is Empty. That should give you organizations which have no contacts linked (or contacts with no First Name). The result, however, is nothing, though I know I have over 200 organizations with no contacts linked.

    I will try playing around with the filters, but it seems to like it's too much work just to identify something basic, like which Organizations don't have a contact assigned to them. It should be easier. This is a CRM that is supposed to free my hands, and I shouldn't have to spend a day's work figuring it out....

    Thank you for your help and I will be looking forward to your feedback.

    0
    Comment actions Permalink
  • Hello Nikolas,

    Thanks for your detailed information in regards to this subject!

    It seems that this is a known issue that our Engineering team is aware of. Please know once a solution is provided I'll be sure to update you here. 

    I appreciate your help and patience. 

    0
    Comment actions Permalink
  • Any updates here?

    0
    Comment actions Permalink

Please sign in to leave a comment.