Custom Task Filters Module for Perfex CRM

Live Demo: Custom Task Filters Module for Perfex CRM Live Demo

Custom Task Filters Module for Perfex CRM is a powerful extension that supercharges your task management capabilities within Perfex CRM. This module extends the built-in task filtering functionality, allowing you to create highly customized filters tailored to your specific reporting needs and workflows.

Product Overview

The Custom Task Filter module empowers you to go beyond the standard filters provided by Perfex CRM. It enables you to define dynamic filters based on a wide range of criteria, saving you time and effort in generating recurring reports and accessing specific task sets.

Advantages of Using the Custom Task Filters Module

This module offers numerous advantages that streamline your task management process:

• Granular Filtering: Filter tasks based on project, invoice, customer, estimate, contract, expenses, lead, and proposal.

• Grouped Results: View results grouped by task names, task-related information, or task statuses, providing clear task categorization.

• Customizable Timeframes: Select specific start and due dates for your filters, enabling precise data analysis within desired periods.

• Days to Due: The module displays the number of days remaining until a task's due date for incomplete tasks, aiding in prioritization and deadline management.

• Exportable Reports: Export your filtered task data in a structured format for further analysis or reporting purposes.

• Kanban and Table Views: Choose between Kanban or Table view representations of your filtered tasks, adapting to your preferred workflow.

• Status Updates: Update task statuses directly from the filtered data in both Kanban and Table views, ensuring data consistency.

• Default Templates: Staff members can set default templates for their task filters, streamlining their workflow and ensuring consistent reporting.

Installation and Setup

The Custom Task Filters Module for Perfex CRM is designed for ease of use. It takes just a few seconds to install and activate. Comprehensive documentation is included to guide you through the setup process.

Ideal Use Cases

This module is ideal for Perfex CRM users who:

• Regularly generate custom reports based on specific task criteria.
• Need to quickly access and filter tasks based on various attributes.
• Require a streamlined workflow for managing and analyzing tasks.
• Seek to enhance their task management capabilities within Perfex CRM.

Support

If you have any questions or require assistance with the module, our dedicated support team is readily available to help. Simply raise a support ticket in our support area, and our team will promptly respond to your inquiry.

Category: PHP Scripts

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.