Install and activate Advanced Task Filters
Activate version 1.0.4 and create the personal saved-filter table.
Exact navigationAdmin Area → Setup → Modules → Advanced Task Filters → Activate
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
Activate version 1.0.4 and create the personal saved-filter table. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Upload the complete module directory through the approved CRM module deployment process.
- Open Setup → Modules and locate Advanced Task Filters.
- Select Activate.
- Confirm the Task Filters sidebar menu appears.
- Open Task Filter Templates and verify the page loads without a database-table error.
Fields, choices and supported possibilities
Installed tableOne prefix-aware table stores filter name, serialised parameters and staff owner.
Version1.0.4.
CRM requirementThe source header declares compatibility with CRM 1.0.* or later in that series.
Code-backed validations and workflow rules
- Activation executes install.php and creates the saved-filter table when it does not already exist.
- Migrations 101–104 are present but their upgrade methods contain no schema operations.
Expected result and verification
- Activation 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.
- Use a database user that can create the module table during activation.