Use a custom lead date range
Filter Created Date or Last Contact between exact From and To dates.
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
Filter Created Date or Last Contact between exact From and To dates. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Choose the date basis.
- Set Period to Custom.
- Enter From Date and To Date.
- Apply the report.
- Verify both date boundaries.
Fields, choices and supported possibilities
From DateStart boundary.
To DateEnd boundary.
Code-backed validations and workflow rules
- Equal From and To values use equality; different values use an inclusive BETWEEN condition.
Expected result and verification
- The custom-range report 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.