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.