How to apply the filter to records in the Bottom panels

[Laimonas]

Hi there,

Do you know if there is a way to filter records in the Bottom panels?
For instance, I want to see only "Primary" Contacts and the Opportunities that are in stage "Negotiation". How can I do that?

O course, I can press 3 dots, choose select, apply necessary filters, and have the result. But that's approx. 5 clicks every time and the filtered results are shown in the side window, not in the bottom panel in the main window!

So is it possible to apply the filter once (somewhere?) and afterward always see already filtered records in the Bottom panels in the main window?

[rabii]

you can built presetfilters and apply those to the relationship panels. have a look at Task to understand how it works, it will need some work to get it but i think it's doable.

check out the views on the task and you can understand how this could be done:

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/metadata/clientDefs/Task.json

good luck