show all available search filters by default

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  • livewire
    Senior Member
    • Nov 2016
    • 100

    show all available search filters by default

    how can i show all the search filter fields by default on the leads page? currently i have click on each field from the search bar so it adds to the filter. it would be much easier if they all appear by default rather than clicking one by one
  • livewire
    Senior Member
    • Nov 2016
    • 100

    #2
    Any help on this please?

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    • Maximus
      Senior Member
      • Nov 2018
      • 2731

      #3
      Hi,
      you need to create a custom view for the Lead list view https://docs.espocrm.com/development...ews/#list-view.
      Open the /client/modules/crm/src/views/opportunity/fields/contacts.js file and check for the getSelectFilters function in order to get an example of how to set the predefined filter.

      Comment

      • esforim
        Active Community Member
        • Jan 2020
        • 2204

        #4
        Alternatively you can create some Saved Filter function which help you "template" common use filter.

        Comment

        • livewire
          Senior Member
          • Nov 2016
          • 100

          #5
          Originally posted by espcrm
          Alternatively you can create some Saved Filter function which help you "template" common use filter.
          Can u let me know how to use that feature?

          Comment

          • esforim
            Active Community Member
            • Jan 2020
            • 2204

            #6
            Yes, please see screenshot. I created two filter as an example, hopefully it can do what you want to achieve.



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