In trying to reassign company records associated with deactivated users in the CRM, I found that there was no way to filter by deactivated user name. Adding this feature would make it much easier to perform administrative tasks. Perhaps this should only be available to Sales Administrators?
Hi @trevordjones, thanks for posting! Your ideas are important to HubSpot, as well as to other customers whose needs might fit this feature request. Our Product Managers regularly review top voted ideas, and will put every effort into implementing ideas that will benefit the majority of HubSpot's user base and fit in with our product roadmap.
While it is indeed not possible to filter contacts by a "Deactivated user" value in your CRM, due to the fact that that contact property value is no longer recognized as valid once the user is removed from the system, I might have a workaround for you that could allow you to identify those users who have a HubSpot Owner that is no longer valid.
One way of doing this would be to export all of the contacts in your portal, making sure that the "HubSpot Owner" property is included in the export. Then, in the resulting file, sort the HubSpot Owner column alphabetically; this will allow you to easily identify contacts who have an "Unknown User" value for HubSpot Owner. You can then change these values to the owners you'd like, and re-import the file.
Hi @trevordjones, you could also filter by 'contact owner - is none of' and select all users, this way you'll only see unassigned contacts and those assigned to a deactivated user!
Not sure if this is a new feature, but I discovered that you can actually filter by deactivated users! Add a "Contact Owner" filter and when the drop-down appears to select the owner, check the box that says "Show inactive owners".
Yes but I have hundreds of inactive owners at this point and I want a checkbox that just says all deactivated owners selected instead of going through each one of these owners.
Looks like the "Show Deactivated Users" option has been removed from task filtering again. I ended up sorting by Owner which put all deactivated users' tasks together in clumps, and cautiously deleted 100 tasks at a time until the open tasks were purged.
My customer needs to see deactivaded users in their dashboards and they have to open each one of the reports to include them, which is time consuming. Dashboards filters should also come with this option.
As an admin, I need to be able to filter by record owner, and select all deactivated users, so that I can proper reassign records to active users.
Currently, when I "Show Deactivated Users" it still shows active user and just includes inactive users. Then I have to scroll through hundreds of users and select one at a time. If I could show only deactivated users, that would help. Or, if I could search for "deactivated" that could also help. This is a real challenge to maintain record ownership after a user has become inactive.
We definitely need this as well. It would be nice to be able to reassign contact/company owners in workflows based off a trigger of the owner being a deactivated user. Overall being able to filter by deactivated user would be a HUGE help in workflows.
Has this functionality been added? I have team members who left before I arrived and it's impossible to search for all the companies / contacts that they owned. Only when I go into each company / contact individually can I then reassign to a new team member.
Currently have thousands of contacts with inactive owners. Very annoying process to have to reassign them. Would be nice to be able to filter for inactive ownership.
