Filter to show contacts with no tasks or events

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same.

Here's how to find contacts that don't have any linked tasks or events:

• Go to the main Contact list by selecting "Contacts" in the navigation bar.
• Select “Add a filter” in the “Sort and filter” section on the left.
• Select "Tasks and events" from the dropdown list, then select “is not attached,” to a “pending,” and “task or event." You’ll also have an option to select a box to include overdue tasks.
• Apply the filter to see a list of contacts without an associated task or event.