Hi everyone --
Is it possible to filter Contacts by a Task title or notes? I’ve attempted this several times, but I can’t find any filter options related to Tasks. We standardize our Task names, and it would be incredibly helpful to filter lists of Contacts based on whether a specific Task was completed.
Example scenario: We often reach out to associations and nonprofits, and I typically include “association” in the Task subject line. It would be very helpful to have the ability to filter my Contacts by whether they have a Task with “association” in the title so that when we organize new calling campaigns targeting associations, we can easily pull a list of Contacts we’ve reached out to in the past.
I’ve identified two workarounds, but neither is perfect:
1) Search “Completed” Tasks by keyword -- however, then you’re reduced to the limited selection of columns and sorting options in the Task section. There’s no way to look at the list by Company, most recent outreach, etc. Also, having tested it again just now, it’s pulling in tasks for Contacts/Companies with “association” in the name, even if “association” is nowhere in the Task title.
2) Categorize Companies and Contacts by the type of organization. Can do this moving forward, but doesn’t help much with the thousands of Contacts/Companies already in our HubSpot account, without manually fixing them.
If this isn’t standard functionality at this point, additional filter options for Contacts/Companies in a future release would be incredbily helpful -- another one of the top of my head is the ability to filter for keywords in Call or Meeting notes (i.e., if the word “Drupal” was mentioned in the logged notes) .
Thanks --
Christian