Review lead-filter template activity logs
Find add, update and delete events in CRM activity history
Exact navigationAdmin Area → Lead Filters → Lead Filter Templates
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
Find add, update and delete events in CRM activity history The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the CRM activity log.
- Search around the action time.
- Match staff and template details.
Fields, choices and supported possibilities
Logged operationsAdd, update and delete call the activity log.
Code-backed validations and workflow rules
- The log is not a versioned copy of all prior criteria.
Expected result and verification
- Review lead-filter template activity logs 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.