50 comments found.
Can we have an Option to show the templates on the basis of roles? It will be do something which is very much needed.
Replied via support.
hi, is it possible that this can assign lead by department instead of staff?
This module is for filtering existing leads, not to assign/create a Lead. Thanks
Is there any plan to add a filter for “Position” in the future? This would be my primary use case. Thank you.
Thank you for taking the time in reviewing the module. We have noted your request. We will surely plan something.
Note: We have added Position in our Leads filter. Thanks
do you have contacts/ customer advanced filter>? it isn’t easy to organize by stuff.
Kindly send us your custom requirements at info@sejalinfotech.com
there’s no custom requirement. only module is working on customer/ contact filter.
Hi,
Purchased and started using, simply, easy and has multiple options to use, perfect
I have a couple of small suggestions for your next release (whenever you plan), keep them in funnel
1) Instead of SI Lead Filters, the name can be “Advanced Lead Filters” or Just “Lead Filters+” or something like that, or simply remove SIm the term SI has no connectivity and creating confusion,
2) Under Period Filter, kindly Add, “YESTERDAY” as well, most of us check previous day data with one click, (I know for just one day going to select period and selecting days is a lengthy process)
We have noted your suggestions. Thanks
I’m trying to update and it keeps saying no valid module found. Why?
You might be uploading wrong zip file. Kindly unzip the downloaded zip file. You will get help file to get help.
So I am now double checking, and in the regular leads tab I have over 6000 leads. but when I go to SI Leads Filiter, only 2000-something leads is showing up, even do I clear and delete all filters and templates. can you say why the other leads are not showing up to be filtered?
Kindly contact us via support tab of the item. Thanks
I just bought this addson, and I am disappointed to know that its limited to 4 custom fields. Why would you want to do that knowing that different business has different needs. also so when you say we have reached the limit. is there another addos on that you sell that has unlimited custom fields, because this is crazzy. I have over 5000 leads, and this is limiting our drill down process.
Why would you name the addson “Advance Filter” and then turn back and limit it to 4 filters, then you should name it “Limited Filters” man, this just pissted me off. Or why did you not put 4 filters for staff and unlimited filters for admin. Listen, please fil this urgently, in your next update, since your last update was since Last year November.
Thank you for taking the time to review our product.
We updated our module two months ago and are committed to regularly enhancing our features. Regarding the inclusion of four custom fields in the filter, we have specified in our module’s description that, for optimal speed, only four custom fields can be added at this time. We believe this was apparent in our demo.
As you rightly mentioned, different businesses have different needs. To maintain efficient data filtering, we currently limit the number of custom fields. Increasing the number of custom fields could adversely affect performance.
However, we appreciate your suggestion. We are constantly working on adding more functionalities to our modules.
Ohhhhhhhhhhh, So the script is slow and lightweight? hummm. Neverthe less you have a good thing going here, but it would be better if you could find a way to increase this performance issue. Because the secret sauce of any CRM is to be able to Tag and Filter leads. Make this a priority, and you have an Awesome Project. I will be keeping my eyes out for updates.
Thank you for your valuable feedback! Just to clarify, there is no performance issue at the moment. However, we do recognize that if users were to add an excessive number of custom fields (for example, 50 or more), then due to the structure of custom fields in Perfex CRM, might result in a decrease in speed. That’s why we’ve implemented certain precautions to ensure optimal performance. Rest assured, we’re always looking for ways to enhance our project, and your input is greatly appreciated. We’ll definitely keep it in mind as we continue to make improvements. Stay tuned for updates!
You are most welcome, How about for my valuable input, you guys be nice, and raise the filter limit from 4 to 10. Please, that will help a whole lot, but 4 is verrrrrrrrrrrrrryyy constraining.
Hey Man thanks alot. For granting the option to add 10 filters this will go along way.
Welcome.
In your demo, can you tell me how you get the extra fields in the lead form like ‘testing name’, ‘testing number’, ‘Is genuine’, etc. that are then used in the filters?
In the demo, you can set custom fields which you want to use in the filter from “SI Lead filters -> Settings Menu”. Note: You can select any 4 custom fields (except Date/Date Time custom fields) Thanks.
How do you create the custom fields in the first place – I can see how you can select them, but I would like to know where the custom fields are created?
Custom fields are basic functionality of Perfex CRM. It’s custom fields for Leads that you can create in your Perfex CRM using Custom fields. Here, in the demo, we have created 4 to 5 custom fields for Leads.
Thanks, I have found it!
Hello, is it possible to add flood quick links from leads perchex to the filter? As it is in the picture.
https://ibb.co/jRPfP7rKindly send us your queries via support.
Does this module allow to filter leads by task, task status etc?
Task filter module filters different types of tasks like tasks of leads, clients, projects etc. also you can filter by task status. You can check demo of custom task filter module.
Hello, Question before buying. Is it possible to filter Position in Leads? I don’t see it in the menu
No. Position is not in the filter right now. Thanks
Good morning, please, I appreciate my license being released. I’m going to proceed with upgrading our domain to a new one, along with a fresh installation.
Kindly send us purchase code via support. Thanks
At the first i want thanks about this module. Just have a question how can make filter by costume field I mean. I creat custom field in lead. Want to filter by it
Thank you for your queries.
Right now, there is no filter by custom fields. But we are planning to add that.
Thank you.
Thanks very much plz do it at nearly time i need that very much
The filter can’t be used for things like invoices, can it? It would be great if it could be used for invoices and such, as it would allow us to comply with regulations in various countries.
Good morning, This filter is for Leads. You can share your custom requirement at info@sejalinfotech.com. Thanks
Hello everything is fine? I bought this module from you and I would like to know if it is compatible with the latest version of Perfex (3.0.6) and with PHP 8.2? Thank you very much.
Yes it will support.
I didn’t understand very well. Just to be clear: is it already compatible with version 3.0.6 and PHP 8.2 or are you still going to update to be compatible?
Yes. You can check our Demo. Its already using Perfex 3.0.6 and PHP 8.1 It should supported in PHP 8.2 also.
Hello, good morning. Do you have the same filters that apply to the sales area and reports? What value does it have?
No sir, right now we don’t have that. You can send us your requirement at info@sejalinfotech.com
Hello good morning. I acquired the filters for leads and tasks, I need to adapt the advanced filters to the following areas and what would be the value?:
-Customers -Sales -Reports
Kindly provide us your requirement via support.
Hi. After the update, the leads are not displayed.
Sir, it may be issue of browser. Kindly clear browser cache or refresh the page with shift +F5. It will solve the problem.
Hi Thanks for the update, Could you please check after the recent update, The Ajax is just stucked loading…
Sir, it may be issue of browser. Kindly clear browser cache or refresh window by shift+ f5. It will solve the problem.
Thanks
Hi We have tried everything but still same issue 
plz help
Kindly send us your credentials via support. We will surely check for it
I just bought it. There is no problem in the Lead Filter Templates page, but the Lead Filters page does not open.
But I can’t open the filter page. It waits for a very long time and then gives an error.
https://prnt.sc/07Sp9TWQd2aLThank you for contacting us. Generally it should not happen, but still we will check it. We have received your support email.
