Custom Task Filters Module for Perfex CRM With Lifetime Update.

The “Custom Task Filter” module extends task filter functionality in Perfex CRM, allowing users to create and save dynamic filters for future use. This saves time generating similar reports, as templates can be reused. Added advantages include filtering tasks related to various entities like Project, Invoice, Task, Customer, Estimate, Contract, Expenses, Lead, and Proposal. Users can select custom periods between start and due dates and export reports with required columns, hiding non-required ones.

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.