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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 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

View Demo

UserName : demo_task@demo.com

Password: 12345678

Change Logs

Version 1.1.4

- Added New filter field for Related To "Customer". When related to customer is selected, new option will be displayed of "Tasks of", which will allow to search task for that selected client within related to his Projects, Invoices, Estimates, Contract, Tickets, Expenses, Proposal etc. 
So not only task related to that client direct, but also that client's indirect tasks are also getting fetched. 

Version 1.1.3

- Added Recurred from Task link with the Task name in Filter, if task is derived from recurring Task, so can view the parent task.

Version 1.1.2

- Minor Bug fixed.
- Staff Column visibility Button issue is solved when staff has no right of export Button.

Version 1.1.1

- 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.

Version 1.1.0

- Added Kanban View.
- Added feature to update status of the tasks using this filtered data.

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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