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.
