Save a new lead-filter template
Store the current lead criteria and hidden columns under a personal name.
Where to goAdmin Area → Lead Filters → Lead Filters
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
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.
Follow these steps
- Configure the report.
- Select Save Filter Template.
- Enter a clear template name.
- Select Apply Filter and Save Template.
- Go to Lead Filter Templates and confirm it appears.
Fields and options
Template nameRequired by browser validation when saving.
ParametersSerialised report criteria stored with current staff ID.
Rules and limits
- The visible form limit is 100 characters while the database column allows up to 200.
Check it worked
- 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.
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