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CRM Lead Custom Search Restriction
CRM Lead Search Restriction provides administrators with user-specific control over advanced search functionality in the CRM Lead module. The permission can be configured from individual user settings based on business requirements. When advanced search access is disabled, users cannot create custom filters, domains, or grouping options for lead records. Authorized users can access these advanced tools to organize, filter, and analyze CRM lead information. This helps maintain controlled search access while keeping standard CRM lead management and access rights unchanged.
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Features
User-Based Advanced Search Permission
Administrators can control advanced search access for individual CRM Lead users from their user settings. This permission determines whether the selected user can access advanced search customization. It provides flexible control based on user roles and business requirements.
Custom Filter and Group Restriction
When CRM Lead Advanced Search is disabled, users cannot create custom filters, apply custom domains, or use custom grouping options. Users with permission can use these features to organize and analyze lead records. This keeps advanced search functionality available only to authorized users
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1.)Admin Advance Search Access Rights
Go to Settings and open the Users section to assign the required user access. Select the desired user and locate the CRM Lead Advanced Search permission in the user settings. Enable the CRM Lead Advanced Search option to assign advanced search access to the selected user in the CRM Lead module. This setting provides user-specific control over advanced search functionality.
Navigation : settings → Users & Companies → Users
2.)CRM Pipeline Search View
Open the Lead Pipeline and access the Search view. When CRM Lead Advanced Search access is assigned to the user, the user can add custom filters and create custom groups. This allows users to refine lead records and organize pipeline data based on their requirements.
Navigation : CRM → Sales → My Pipeline
3.)User Advance Search Access Rights
Go to Settings and open the Users section. Select the desired user and set the CRM Lead Advanced Search access to No. This removes advanced search functionality for the selected user in the CRM Lead module, preventing them from adding custom filters and custom groups in the Lead Pipeline Search view.
Navigation : settings → Users & Companies → Users
4.)CRM Pipeline Search View
Open the CRM Lead Search view. When CRM Lead Advanced Search access is set to No for the user, the Custom Filter and Custom Group options are not visible. This prevents the user from creating custom filters or custom groups in the Lead Pipeline.
Navigation : CRM → Sales → My Pipeline
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