Setting a filter by default

[AgentT]

Can I set the filter to something else other than "All" by default? Say "Actual" is selected for all the users as the list is loaded?

If it can be done, how can I do it?

telecastg yuri ?

[esforim]

Taken from the unofficial wiki: https://github.com/o-data/EspoCRM-Le...ign/wiki/Home/

Perhaps these 3 thread can give you an direction; in one of these file I (assume) you would just need to change the default filter or first priority filter.

1. Custom Filter (in list) - https://devcrm.it/custom-filters
2. Create a "Own" Filter - https://forum.espocrm.com/forum/deve...-espocrm-7-0-x
3. Custom Filter (pop up) linked to Account - https://forum.espocrm.com/forum/gene...ield#post77059

PS: Don't think Yuri would like to be ping for these type of question, but I could be wrong.

[emillod]

AgentT you can set global filters as default: https://youtu.be/Zigf7JvzMfA?t=76
this is tutorial for versions 5.X and 6.X of EspoCRM. On version 7 it's working differently. I'll record new video in few days for version 7.

[romach]

Great work, emillod! Thank you very much!

Link to v7 video - https://youtu.be/BYllS-6_xdE