Is there a way to pull a list of all contacts with no notes?

Is there a way to pull a list of contacts that have no notes?

There is but it’s kind of backwards. You would need to go into your system and run a note task report out of the admin reports area and export all of the notes from the entire time that you’ve had the Infusionsoft system. Then, remove duplicates based on the contact ID number, delete everything except the Contact ID number, and then put a column with a tag on all of those contacts that says “has a note“.

Then you need to do a Data Cleanup and update all those Contact IDs with that tag. Then run your contact search and search for anyone without the “has a note” tag.