Brief Description

“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.

ADDED ADVANTAGE:

• 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.

Documentation

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.

Demo

Please, Log in or Register to view URLs content!

UserName : demo_task@demo.com

Password: 12345678

View attachment 1680