Install and activate Advanced Task Filters
Activate version 1.0.4 and create the personal saved-filter 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 Task 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 1.0.4 and create the personal saved-filter table. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Upload the complete module directory through the approved CRM module deployment process.
- Go to Setup → Modules and locate Advanced Task Filters.
- Select Activate.
- Verify the Task Filters sidebar menu appears.
- Go to Task Filter Templates and verify the page loads without a database-table error.
Fields and options to review
Installed tableOne prefix-aware table stores filter name, serialised parameters and staff owner.
Version1.0.4.
CRM requirementThe source header declares compatibility with CRM 1.0.* or later in that series.
Rules the system enforces
- Activation executes install.php and creates the saved-filter table when it does not already exist.
- Migrations 101–104 are present but their upgrade 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.
- Use a database user that can create the module table during activation.
Continue with related guidance
Was this guide useful?Your response is stored only in this browser.