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HomePHP ScriptCustom Task Filters Module for Perfex CRM v.1.1.2

Custom Task Filters Module for Perfex CRM v.1.1.2

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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 1.1.2

- 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

Custom Task Filters Module for Perfex CRM - 1

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