Troubleshoot a missing Customer Group filter
The customer-group control depends on Related Type being Customer.
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
The customer-group control depends on Related Type being Customer. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Reproduce the behaviour with a controlled staff account and known task records.
- Set Related Type to Customer, then re-open/select the group field.
- Refresh the page and compare the result with the core Tasks workspace.
- Record the outcome before changing permissions or module code.
Fields, choices and supported possibilities
Verified behaviourThe customer-group control depends on Related Type being Customer.
Code-backed validations and workflow rules
- The customer-group control depends on Related Type being Customer.
Expected result and verification
- Troubleshoot a missing Customer Group filter 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.