Install and activate Advanced Lead Filters
Activate version 1.1.4 and create the saved-filter storage table. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Setup → Modules → Advanced Lead Filters → Activate
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What you’ll accomplish
Activate version 1.1.4 and create the saved-filter storage table. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Deploy the complete module directory through the approved CRM module process.
- Go to Setup → Modules and activate Advanced Lead Filters.
- Verify the Lead Filters sidebar menu appears.
- Go to Lead Filter Templates and verify it loads without a table error.
- Run a controlled This Month report.
Fields and options to review
Installed tableStores filter name, serialised parameters and staff owner.
Version1.1.4.
CRM requirementThe source header declares CRM 2.3.* or later in that series.
Rules the system enforces
- Activation runs install.php.
- Migration classes 101–114 exist but their up methods contain no schema operations.
How to confirm it worked
- Activation completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
Continue with related guidance
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