Troubleshoot a lead template that does not load
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
The filter ID must be numeric, owner-scoped and loaded without a POST request.
Where to goAdmin Area → Lead Filters → Lead Filters
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
The filter ID must be numeric, owner-scoped and loaded without a POST request. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Reproduce the behaviour using known test leads and a controlled role.
- Go to it from Lead Filter Templates and do not alter the URL.
- Compare with the core Leads workspace.
- Record the verified outcome before changing permissions or code.
Fields and options
Verified behaviourThe filter ID must be numeric, owner-scoped and loaded without a POST request.
Rules and limits
- The filter ID must be numeric, owner-scoped and loaded without a POST request.
Check it worked
- Troubleshoot a lead template that does not load 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.
Related guides
Was this guide useful?Your response is stored only in this browser.