I’m having issues filtering deactivated users. I need this because I’d like to transition them over to a new sales exec. They randomly pop up from time to time and I’d like to completely remove these users. Any suggestions?
Hi @jamesmackay21,
HubSpot will show that a record is owned by a deactivated user when that user has been removed from your account. There is no way to erase all traces of a user in the tool. (You probably don’t want that either. In case that you need to get to the bottom of an issue, you need to be able to see who that was.)
If you’re looking for records (contacts, companies, deals, tickets) that had been assigned to this now deleted user, you should be able to filter by Contact owner and specify “Show inactive owners”. If that doesn’t work, you could proceed by elimination. Show all contacts not owned by active owners. You can then re-assign ownership of these records to new owners: Assign ownership of records
Hope this helps!
Can someone point me to where this filter “Show inactive owners” even is?? I don’t see this filter on deals,contacts etc
In case you haven’t found it yet:
On the Contact or Owner page > Filters > Contact Owner > is any of: > “Show deactivated/removed users” appears at the bottom of the drop down
@Fab83 did you ever figure out where “show inactive owners” is? I can’t find this either…
You can find deactivated users via a couple of different filters.
1) Contact owner is known AND Contact owner is none of (your active users)
2) Contact owner is known AND Contact owner is any of—be sure to select “show inactive owners”—(your deactivated users)
Either of these two filters will show a list of contacts owned by deactivated users.
It seems like the ‘Inactive Users’ option is gone now? 2 weeks ago I took a screenshot where I could easily pull them but I cannot recreate that now. Trying to troubleshoot an issue with IT but now I can’t recreate the problem I originally asked about. Did HubSpot recently change something with deactivated users?
@gabherrera i think you are right because same like that is happend with me a few days ago.
Again…Deactivated Owners (for Deals) and Deactivated Assignees (for Tasks) are not able to be selected in the drop-downs highlighted below. I am not looking for a reply to use the workaround by creating a filter via “more filters” - this feature should be re-established by HubSpot’s Dev team (they removed it). Your Dev team should stop continually pushing updates and making changes that people aren’t asking for.
