Account's Contacts-Active filter by default

[partomas]

Hello, does anyone know how to set the "Contacts – Active" filter as the default globally in the bottom panel?

The issue is that there are many inactive contacts shown in the Accounts bottom panel in our CRM. As an individual user, I can apply a filter to view only "active" contacts, but this setting does not apply to other users.

What I’m looking for is the opposite: to have "active" contacts set as the default for everyone, while allowing users to switch to "all" contacts as a personal preference if needed.

Could anyone share if this is currently possible in the CRM, or if it would require a feature request for future development?

[Noah Kal]

Hello,

After looking into the code, I found that the default filter is determined by the order of the filters defined in the relationship within the clientDefs files. The first item in the list becomes the default.

You can set "Contacts - Active" as the global default by adding a custom file in the following path: custom/Espo/Custom/Resources/metadata/clientDefs/Account.json

Place the following code inside the file:

{
"relationshipPanels": {
"contacts": {
"filterList": [
"accountActive",
"all"
]
}
}
}

If you already have this file in your custom folder, simply add or merge this snippet into the appropriate place within your existing JSON structure.

After saving the file, make sure to Rebuild from the Administration panel for the changes to take effect for all users.

Hope this helps!