Custom Task Filters Module for Perfex CRM 1.2.1

Custom Task Filters Module for Perfex CRM 1.2.1
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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.

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