Filter customer tasks by customer group
Limit customer-related tasks to customers in one selected group. 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 → Task Filters → Task 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
Limit customer-related tasks to customers in one selected group. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the task report.
- Find Customer Group.
- Set Related Type to Customer, then select a customer group.
- Set any other required criteria.
- Select Apply Filter and review the result table.
Fields and options to review
Customer GroupSet Related Type to Customer, then select a customer group.
Apply FilterRuns the report with the submitted criteria.
Rules the system enforces
- The customer-group condition is available only for the Customer relationship and is applied through customer-group membership.
How to confirm it worked
- Filter customer tasks by customer group 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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