Finding Earliest Activity Date in Contact or Company Record

[blarson_forrest]

What is the fastest way to find the earliest activity date rather than scroll, scroll, scroll to the bottom of the Contact or Company Activities column? 

[DianaGomez]

Hello @blarson_forrest,

Thank you for your question. 😊

Based on my understanding, your primary interest is to promptly identify the earliest activity date of a contact or company, am I correct?

In that case, I have a suggestion for you: You can create a custom date-time property and use a workflow to set the date of their first activity. Please note that this approach will only work for new contacts. For existing contacts, you would need to export the property history and manually select the date when the "Last activity date" was initially set. Afterward, you can import the updated data back into HubSpot.

This post: Reverting Bulk Property Changes by Importing Historical Property Values explains how to export the property history to determine the initial setting of the "Last activity date" property. By doing so, you can then utilize this information to set the "First activity date" for existing records. In case you prefer not to use workflows, this manual method allows you to occasionally set the first activity date for your contacts.

By following the recommended approach, you will be able to proficiently track the earliest activity date. Subsequently, you can create a list or view and leverage specific filters to retrieve the earliest activity date for a particular user or company.

Should you require further assistance or have any more inquiries, feel free to ask.

Best regards,

Diana

[blarson_forrest]

Thank you for your prompt reply, Diana.



[cid:image004.png@01D9C475.BF1C9740]I do see that as a potential solution, but it sounds like a LOT of work. I truly just want to know if I can get here faster than scrolling down through all the activity in the contact/company column. If a relationship is long-term there can be years of emails, meetings, calls, and record changes.



[cid:image005.jpg@01D9C475.BF1C9740]

Some website have a link to "Go to Bottom" or "Return to top". Doesn't HubSpot have anything like this feature?



Thanks again!

[DianaGomez · Accepted solution]

Hello @blarson_forrest,

Thank you for your follow-up question. If you are looking to perform this task occasionally and for specific users or companies, I have a faster solution for you. Simply go to the contact's page, click on "Activities," then place your mouse over the scroll bar and press CTRL + END simultaneously to navigate to the bottom of the page. Likewise, you can use CTRL + HOME to quickly navigate to the top.

If you have any further inquiries or need additional assistance, please feel free to ask.

Best regards,

Diana

[blarson_forrest]

Yes! Now you're talking, Diana!

Perfect. Thank you.