Search Popup Filter This extension was designed to apply filter (or condition) that will limit the results user will see when selecting a record (any) from a lookup/select/search popup in VTiger. It is fully customizable, meaning that you can set any condition which makes most sense to your business. One of the more common examples is “only show me Organizations that are Active (exclude Inactive)”. In addition to simple filters, you can also use “Compare with parent” operator, meaning that you can apply a filter which will check field value on the record you are on and compare it with the related record, for example if you are attaching asset to the ticket, by default you would see all available assets in the system, however you could configure it to only show assets related to an organization/customer that you are creating ticket for. In this article we will go over a simple use case on how

This extension was designed to apply filter (or condition) that will limit the results user will see when selecting a record (any) from a lookup/select/search popup in VTiger.   How to Show Active Organizations Go to Menu > Settings > CRM Settings > Extension Pack > Search Popup Filter. Click on “New Search Popup Filter”.  Add module. Select the related field. Add a condition according to your requirement.  While creating a new ticket it will only search for Active Organizations.  For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.