How to stop some leads from being shown in the leads list view?

[crmtesting]

If there is a lead which is clearly not interested, I want that to not being shown in the DEFAULT list view(without any user filter) but it should be available if leads are searched again.
I can add a filter but asking all the users to have the filter is difficult and sometimes the filter has to be removed to apply some other filter. it would be convenient if leads which are not interested, low budget, etc do not show up at all by default.

[victor]

Hi crmtesting,

• Create a List Report that leaves only the records you need in the report.
• Create a Report Filter, that will include the List Report from the previous step. More about Report Filter: https://www.youtube.com/watch?v=X_UF3Z4BxyQ, https://docs.espocrm.com/user-guide/...report-filters.
• In Administration > Entity Manager > Lead > Details, copy the desired Report Filter.
• In Administration > User Interface > Navbar > Add > URL > Click on the pencil.
• In the window that appears, enter the filter you copied in the URL field, and the name you need in the Label field (screenshot 1).
• After saving the changes, the first desired link will appear in your Navbar.

In this way, you will create a link to the already filtered records. And move the list of absolutely all leads (#Lead) to a less convenient place in the Navbar. So that #Lead is only used when you need to use search, and in all other cases use the URL you created based on the Report Filter.

[crmtesting]

victor there is no report filter in the self hosted version of espocrm that I am using.

[yuri]

You can force the default filter in metadata clientDefs:

"defaultFilterData": {
    "primary": "actual"
}

[crmtesting]

Hey, Thank you so much for your kind response. I am kinda beginner about these things. Could you please give a me links to the documentation where I could learn more about it?
When I googled, I found this page: https://docs.espocrm.com/development...a/client-defs/
but it was little overwhelming. trying my best.

[yuri]

custom/Espo/Custom/Resources/metadata/clientDefs/Lead.json

{
    "defaultFilterData": {
        "primary": "actual"
    }
}

Clear cache.

Then, the filter showing only Open leads will be applied by default when a user opens the Lead list view for the first time. Once they change the filter, it will be stored in their browser.

You can also create custom filters (either by coding or with advanced pack). There were a few tutorials on the forum how to create custom filters. And then create a custom tab for that filter, the way Victor described.