Hide Converted Leads from List View

Question

Hello,

For Sugar 7

I would like to hide Converted Leads from the Leads module list view if they have been converted to Contacts.

Only Admins should be able to see all leads, non-admins should not see converted leads.

Thanks

Offshore Evolution

Ramana Raju Santhana Francesca Shiekh

Offshore Evolution · Accepted Answer

Out of the box, one strategy you could use is to create a special "Converted" team for converted leads that none of your regular users are members. When a lead is converted you can re-assign it to the Admin user and remove the Global team and set the assigned team to "Converted". That will prevent non-admins from seeing these records. No code customizations necessary, this can be accomplished with either Advanced or Legacy workflows.

If that's not sufficient, then you could create a custom SugarVisibility class for the Leads module. This approach was discussed during the last Solution Architect webinar.

SugarCRM Solution Architect Webinar Series - SugarCRM