Is there a way to person who creates Lead to see only Active Campaigns

[BICB4]

Is there a way to person who creates Lead to see only Active Campaigns without manually chosing them

[pgr]

Hi, welcome to the Community!

Are you a developer?

Search these forums or Google for something called initial_filter

[BICB4]

Not really, i have basic knowledge of php and js from college, im IT in smaller company without developers trying to implement CRM because sales team do all work using pen and paper and excell tables. Could you direct me to solution because i cant find file with that name.

[pgr]

I said to search

• Google
• these Forums

… not the file system.

For example:

popupdefs static/enforced criteria

Hi everyone, I’ve been trying to make the popup window which appears for linked fields to have set criteria “for example make it so end user can only pick records with the status of active” I realised the whereClauses key is ignored if searchdefs is either not empty or is present. so instead I have read into how the searchdefs section works, tried using customCode key like .... 'status' => array ( 'name' => 'status', 'customCode' => '<input type="hidden" name="product_status_c" val…

This does require a bit of PHP but I believe you might be able to achieve it, it’s not too difficult.

I wish I had a ready-made solution I could point you to, a complete tutorial etc., but I don’t…