Note:This Module is 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.
- Can be used to filter task related to Project, Invoice, Task, Customer, Estimate, Contract, Expenses, Lead & Proposal.
- Can be select custom period for between start date & due date.
- Report can Expert with required Column (i.e. can hide non required Column)
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.
UserName : firstname.lastname@example.org
- Added More filters like Tags filter.
- Added More filters like Billable filter
- Added Temporary Hide columns from View By Button “Column Visibility”
- Now you can update existing filter Templates