Hoping someone can assist me with the Lead List that appears on the screen if a user sets their Log Me In To: Lead List in user preferences. I am wondering where this Lead List is controlled. When they login, the status defaults to --All--. However, I need to change this to In Progress.
I noticed when you go to My CRM and choose Leads from the drop down menu, the Status defaults to In Progress here. (It appears this screen gets its definitions from LeadListFilter. Although, I see nothing on the definitions that appears to tell the system to default to "In Progress".
If I go to System Menus for MyCRM (User), I can see the lead menu item is set to the system action leadlist.
It seems to me that this is not the same "Lead List" that was set in preferences because it behaves differently.
I have tried adding a crm.ready function to the custom content area for the LeadListFilter screen. (I also tried it on the Lead Grid and Lead List...even though I didn't really think it belonged there.) This is what I did...
<script>
crm.ready(function(){
var mystatus = crm.fields("lead_status");
if (mystatus.getMode()=="View")
{
mystatus.value("In Progress")
}
})
</script>
Am I on the right track? Or way over in left field. If anyone can assist me with how to set the lead status to "In Progress" for the Lead List that is used as a login in user preferences. I would greatly appreciate it! (It will also help me to avoid hitting my head repeatedly on my desk! :-))
Thank you!!
