Install and activate Advanced Lead Filters
Activate version 1.1.4 and create the saved-filter storage table.
Where to goAdmin Area → Setup → Modules → Advanced Lead 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 this guide helps you do
Activate version 1.1.4 and create the saved-filter storage table. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Deploy the complete module directory through the approved CRM module process.
- Go to Setup → Modules and activate Advanced Lead Filters.
- Verify the Lead Filters sidebar menu appears.
- Go to Lead Filter Templates and verify it loads without a table error.
- Run a controlled This Month report.
Fields and options
Installed tableStores filter name, serialised parameters and staff owner.
Version1.1.4.
CRM requirementThe source header declares CRM 2.3.* or later in that series.
Rules and limits
- Activation runs install.php.
- Migration classes 101–114 exist but their up methods contain no schema operations.
Check 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.
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