Security, limitations and troubleshooting

Understand option persistence after deactivation

The supplied source registers activation but no deactivation/uninstall cleanup hook. 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 administratorsPermission: Administrator / technical supportModule v2.3.0
Jump to steps
Where to goAdmin Area → Setup → Menu Setup
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 source registers activation but no deactivation/uninstall cleanup hook. 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 administrator account.
  2. Reset menus before deactivation when the default menu must be restored; verify saved options after lifecycle changes.
  3. Test the resulting navigation with an administrator and a restricted staff account.
  4. Reset or restore the intended menu configuration after the test.

Fields and options to review

Verified behaviourThe supplied source registers activation but no deactivation/uninstall cleanup hook.

Rules the system enforces

  • The supplied source registers activation but no deactivation/uninstall cleanup hook.

How to confirm it worked

  • Understand option persistence after deactivation 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.