Custom Task Filters Module for Perfex CRM

Custom Task Filters This module can be used in Perfex CRM to extend the task filtering functionality. You can create dynamic filters according to your needs and save them for future use. Usage: Primarily used for different types of reports while accessing the integrated functionality of Perfex CRM. It saves user time in generating similar reports, as once the template is saved, it can be used at any time. Additional Advantages: Can be used to filter tasks related to Projects, Invoices, Tasks, Clients, Estimates, Contracts, Expenses, Leads, and Proposals. Can show results grouped by task names, related tasks, or task statuses, making it easier to separate tasks. Allows selecting custom periods to filter by start date or due date. Shows the number of days until the task is due if the task is not completed. Exports the report with the necessary columns (i.e., can hide unnecessary columns). Allows viewing in Kanban or Table format. Enables updating the status from the filtered data in the table view as well as in the Kanban view. The team can set a Default Template to load when the task filter is loaded. Each team member can set their own Default Template from their available Templates. Documentation Installation and activation take only a few seconds. Documentation is included. If you have any questions, feel free to open a support ticket in our support area. The support department staff will contact you as soon as possible with a response. Remember that absolutely no coding is required! Just follow the instructions and you will be able to use the "Custom Task Filter" module in minutes.