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
UserName : demo_task@demo.com
Password: 12345678
View attachment 1680
