Custom Task Filters Module for Perfex CRM
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Table of Contents
Note:This Module is for Perfex CRM
“Custom Task Filter”, this module can be use in Perfex CRM to Extends its task filter functionality.
- You can create dynamic filter of your choice & save it for future use.
(Usage : Mainly use for different kind of report need & at time access inbuilt functionally of Perfex CRM)
- It save time of user in generating similar kind of report as once template is save can be used anytime.
- Can be used to filter task related to Project, Invoice, Task, Customer, Estimate, Contract, Expenses, Lead & Proposal.
- Can show results group by task names or task related to or task statuses, so tasks can be easily separated.
- Can be selected custom period for filter by start date or due date.
- It will show number of days to Due the task, if task is not completed.
- Expert the Report with required Column (i.e. can hide non required Column)
- Allowed to view as Kanban view or Table view.
- Allowed to update status from filtered data in table view as well as Kanban view.
It takes only a few seconds to be installed and activated. Documentation is included.
If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.
Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use “Custom Task Filter” module in minutes.
UserName : [email protected]
- Minor Bug fixed. - Staff Column visibility Button issue is solved when staff has no right of export Button.
- Added New Column in filtered data for Due Days. It will show total days to due the task, if Due date is set and task in not completed.
- Added Kanban View. - Added feature to update status of the tasks using this filtered data.
- Added in Task Filter, filter by Today, This Week, Last Week. - Task filter Template List Popup, mobile responsive issue solved.
Solved issue of Shift + T for New Task creation popup, when Task filter page is loaded.
Added More filters like Tags filter.
- Added More filters like Billable filter. - Added Temporary Hide columns from View By Button "Column Visibility". - Now you can update existing filter Templates