Open a lead from filtered results
Follow this guide to use the ID or name link to open the core lead modal. 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 → Lead Filters → Lead Filters
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
Use the ID or name link to open the core lead modal. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Run the report.
- Select the lead ID or name.
- Verify the core lead modal opens.
- Check or update the lead only within your core lead permissions.
Fields and options to review
ID/Name linkUses the CRM lead modal behaviour.
Rules the system enforces
- The filtering module does not provide a separate lead editor.
How to confirm it worked
- Opening the lead 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
Was this guide useful?Your response is stored only in this browser.