Update a saved lead-filter template
Replace an existing template’s saved criteria. 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
Replace an existing template’s saved criteria The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Load the template.
- Change criteria or hidden columns.
- Keep save selected.
- Apply and save.
- Reload to verify.
Fields and options to review
Existing IDIdentifies the template to update.
Rules the system enforces
- The model update applies by ID after the controller load; use only the owner-scoped interface.
How to confirm it worked
- Update a saved 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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