Custom Task Filters Module for Perfex CRM

Custom Task Filters Module for Perfex CRM

“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.
• Staff can set Default Template to load when the task filter is loading. Each staff can set his own Default Template from his available Templates.