When I save a custom filter in Menu Sales/Customer and set it as default ...
then go into Purchases/Suppliers the same default filter is in there as when in customers.
I assume this is because customers and suppliers are from the same place in the database, the only difference is whether the customer or supplier check box is selected.
The question is: Is there a way to set different default filters for the customer section and the supplier section through GUI not from code ?
you pointed out an interesting issue. In fact, from a user point of view, this a bug and I suggest you to record it at Lanchpad.
To answer your question, the only way to do achieve what you want without any coding is to modify the views in the interface.
Here the procedure to modify the default filter for Sales\Customers:
- go to Settings\Technical\User interface\Menu Items;
- search for Customers and select Sales\Sales\Customer;
- edit this menu;
- in the form, edit the action "Customers" by clicking on its icon on the right;
- you can now modify the context value;
- save the action and then the menu;
- test !
PS: please vote if you find this answer useful.
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|Asked: 8/8/13, 8:47 AM|
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|Last updated: 3/16/15, 8:10 AM|