Review lead-filter template activity logs
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Find add, update and delete events in CRM activity history.
Where to goAdmin Area → Lead Filters → Lead Filter Templates
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Find add, update and delete events in CRM activity history The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the CRM activity log.
- Search around the action time.
- Match staff and template details.
Fields and options
Logged operationsAdd, update and delete call the activity log.
Rules and limits
- The log is not a versioned copy of all prior criteria.
Check it worked
- Check lead-filter template activity logs completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
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