• 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.

Documentation

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.

Demo

View Demo

UserName : demo_task@demo.com

Password: 12345678