Word:This Module is for Perfex CRM
“Custom Task Filter”, this module may be use in Perfex CRM to Extends its process filter performance.
- You may create dynamic filter of your selection & reserve it for future use.
(Utilization : Primarily use for totally different type of report want & at time entry inbuilt functionally of Perfex CRM)
- It save time of person in producing comparable type of report as as soon as template is save can be utilized anytime.
- Can be utilized to filter process associated to Challenge, Bill, Task, Buyer, Estimate, Contract, Bills, Lead & Proposal.
- Can present outcomes group by process names or process associated to or process statuses, so duties may be simply separated.
- Could be chosen customized interval for filter by begin date or due date.
- It is going to present variety of days to Due the duty, if process isn’t accomplished.
- Skilled the Report with required Column (i.e. can cover non required Column)
- Allowed to view as Kanban view or Desk view.
- Allowed to replace standing from filtered information in desk view in addition to Kanban view.
It takes solely just a few seconds to be put in and activated. Documentation is included.
If in case you have any questions, be at liberty to boost a assist ticket at our assist space. Guys from assist division will get again to you as quickly as attainable with a reply.
Remember that completely no coding is required! Simply comply with the directions and have the ability to use “Custom Task Filter” module in minutes.
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- Perfex CRM Model 3.0 UI compatibility problem solved. - Added new filter subject "Precedence"
- Added New filter subject for Associated To "Buyer". When associated to buyer is chosen, new choice will likely be displayed of "Duties of", which can enable to go looking process for that chosen consumer inside associated to his Tasks, Invoices, Estimates, Contract, Tickets, Bills, Proposal and so on. So not solely process associated to that consumer direct, but in addition that consumer's oblique duties are additionally getting fetched.
- Added Recurred from Task hyperlink with the Task title in Filter, if process is derived from recurring Task, so can view the mum or dad process.
- Minor Bug mounted. - Employees Column visibility Button problem is solved when employees has no proper of export Button.
- Added New Column in filtered information for Due Days. It is going to present complete days to due the duty, if Due date is ready and process in not accomplished.
- Added Kanban View. - Added function to replace standing of the duties utilizing this filtered information.
- Added in Task Filter, filter by In the present day, This Week, Final Week. - Task filter Template Listing Popup, cellular responsive problem solved.
Solved problem of Shift + T for New Task creation popup, when Task filter web page is loaded.
Added Extra filters like Tags filter.
- Added Extra filters like Billable filter. - Added Short-term Cover columns from View By Button "Column Visibility". - Now you may replace present filter Templates