Save a new lead-filter template
Store the current lead criteria and hidden columns under a personal name. 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
Store the current lead criteria and hidden columns under a personal name The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Configure the report.
- Select Save Filter Template.
- Enter a clear template name.
- Select Apply Filter and Save Template.
- Go to Lead Filter Templates and confirm it appears.
Fields and options to review
Template nameRequired by browser validation when saving.
ParametersSerialised report criteria stored with current staff ID.
Rules the system enforces
- The visible form limit is 100 characters while the database column allows up to 200.
How to confirm it worked
- Save a new lead-filter template 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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