Filter customer tasks by customer group
Limit customer-related tasks to customers in one selected group.
Exact navigationAdmin Area → Task Filters → Task 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
Limit customer-related tasks to customers in one selected group. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the task report.
- Locate Customer Group.
- Set Related Type to Customer, then select a customer group.
- Set any other required criteria.
- Select Apply Filter and review the result table.
Fields, choices and supported possibilities
Customer GroupSet Related Type to Customer, then select a customer group.
Apply FilterRuns the report with the submitted criteria.
Code-backed validations and workflow rules
- The customer-group condition is available only for the Customer relationship and is applied through customer-group membership.
Expected result and verification
- Filter customer tasks by customer group 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.