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Custom Task Filters Module for Perfex CRM

Custom Task Filters Module for Perfex CRM

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Note:This Module is for Perfex CRM

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 be select custom period for between start date & due date.
  • Report can Expert with required Column (i.e. can hide non required Column)

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

View Demo

UserName : demo_task@demo.com

Password: 12345678

Change Logs

Version 1.0.4

- Added in Task Filter, filter by Today, This Week, Last Week.
- Task filter Template List Popup, mobile responsive issue solved.

Version 1.0.3

Solved issue of Shift + T for New Task creation popup, when Task filter page is loaded. 

Version 1.0.2

Added More filters like Tags filter. 

Version 1.0.1

- Added More filters like Billable filter.
- Added Temporary Hide columns from View By Button "Column Visibility".
- Now you can update existing filter Templates
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