I’m looking for a way to expand the "Primary Filter" options in EspoCRM for the Contact entity.
Current Setup:
I want to create a dashlet on the homepage that displays only contacts marked as "Privatcontact = Yes".
Questions:
Current Setup:
- Custom Field:
- Name: Privatcontact
- Type: Checklist (with "Yes option)
- Primary Filter Limitations:
Currently, I only see two default options:- All
- Portal Users
I want to create a dashlet on the homepage that displays only contacts marked as "Privatcontact = Yes".
Questions:
- Is there a way to add custom filters (like Privatcontact = Yes) to the primary filter dropdown?
- If not, what’s the best workaround to achieve this (e.g., via Advanced Pack, workflows, or a custom view)