Troubleshoot custom lead date results
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
The report filters only Created Date or Last Contact, and equal boundaries use equality.
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 report filters only Created Date or Last Contact, and equal boundaries use equality. 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.
- Check the date basis, blanks, timezone and exact boundary values.
- Compare with the core Leads workspace.
- Record the verified outcome before changing permissions or code.
Fields and options
Verified behaviourThe report filters only Created Date or Last Contact, and equal boundaries use equality.
Rules and limits
- The report filters only Created Date or Last Contact, and equal boundaries use equality.
Check it worked
- Troubleshoot custom lead date results 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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