Save a new lead-filter template
Store the current lead criteria and hidden columns under a personal name
Exact navigationAdmin Area → Lead Filters → Lead Filters
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
Store the current lead criteria and hidden columns under a personal name The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Configure the report.
- Select Save Filter Template.
- Enter a clear template name.
- Select Apply Filter and Save Template.
- Open Lead Filter Templates and confirm it appears.
Fields, choices and supported possibilities
Template nameRequired by browser validation when saving.
ParametersSerialised report criteria stored with current staff ID.
Code-backed validations and workflow rules
- The visible form limit is 100 characters while the database column allows up to 200.
Expected result and verification
- Save a new lead-filter template 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.