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Security, limitations and troubleshooting

Understand unsupported task-filter automation and APIs

The supplied module registers no cron process, API endpoint, webhook, scheduled report, email delivery or PDF generator. 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.

Audience: CRM staff and administratorsPermission: Administrator / authorised CRM staffModule v1.0.4
Jump to steps
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

The supplied module registers no cron process, API endpoint, webhook, scheduled report, email delivery or PDF generator. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

  1. Reproduce the behaviour with a controlled staff account and known task records.
  2. Run reports interactively and use supported CRM reporting/export functions where needed.
  3. Refresh the page and compare the result with the core Tasks workspace.
  4. Record the outcome before changing permissions or module code.

Fields and options to review

Verified behaviourThe supplied module registers no cron process, API endpoint, webhook, scheduled report, email delivery or PDF generator.

Rules the system enforces

  • The supplied module registers no cron process, API endpoint, webhook, scheduled report, email delivery or PDF generator.

How to confirm it worked

  • Understand unsupported task-filter automation and APIs 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.
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