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Leads Filter Result on other page

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  • Leads Filter Result on other page

    I have next call date column in leads.I want to filter todays calls and display result in other entity or other page.

  • #2
    Hi dev_hackz,

    In this case, Reports (Advanced Pack extension feature) will suit you best. With them, you can easily filter leads by field value and see all the results.

    You can learn more about reports here: https://docs.espocrm.com/user-guide/reports/.

    You can test their work on the demo version of EspoCRM or on the cloud version of EspoCRM: https://www.espocrm.com/demo/.

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    • #3
      You can create a filter just for yourself, or create a Global Filter which all your User can use.

      I heard the Reports can make it possible to create Global Filter using the GUI instead of code. Code wise it is quite easy to do from my experience, I follow a video tutorial.

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