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Filtering records with Activities and People
Filtering records with Activities and People

How to filter so you can see what businesses do and do not have Activities or People associated to them

Lisa Machin avatar
Written by Lisa Machin
Updated over a week ago

Filtering is a great way to look closely at the data you have in your Directory.
One feature that is useful can determine whether or not businesses have any Activities added and if they have People associated to them.

How can I do this with Activities?

  1. In the Businesses table scroll along to the Activities Column

  2. Click on Filter

  3. Click on one of the options: Has activities, Does not have Activities, All.

  4. You can maximise your search result by including and excluding words

  5. Close

Can I do the same for People?
Yes if you reset the Filters, (via Layout, Reset Filters) you can scroll along to the 'Other People' Column and follow the same steps as above but with this Column instead.

For example; If you want to look into Businesses that do not have Activities and do not have Other People added, you can do so by filtering both Columns. You can then save this as a Layout.

There is a tutorial on this topic if you feel you need any more help:

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