Install and activate Advanced Lead Filters
Activate version 1.1.4 and create the saved-filter storage table.
Exact navigationAdmin Area → Setup → Modules → Advanced Lead Filters → Activate
Before you begin
- Confirm 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 covers
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.
Exact step-by-step process
- Deploy the complete module directory through the approved CRM module process.
- Open Setup → Modules and activate Advanced Lead Filters.
- Confirm the Lead Filters sidebar menu appears.
- Open Lead Filter Templates and verify it loads without a table error.
- Run a controlled This Month report.
Fields, choices and supported possibilities
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.
Code-backed validations and workflow rules
- Activation runs install.php.
- Migration classes 101–114 exist but their up methods contain no schema operations.
Expected result and verification
- 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.