Custom Task Filters Module for Perfex CRM “CUSTOM TASK FILTER”, THIS MODULE CAN BE USE IN PERFEX CRM TO EXTENDS ITS TASK FILTER FUNCTIONALITY. You can create a dynamic filter of your choice & save it for future use. Mainly used for a different kind of report need & at time access inbuilt functionally of Perfex CRM. It saves time for the user in generating a similar kind of report as once the template is saved can be used anytime.
Can be used to filter tasks related to Project, Invoice, Task, Customer, Estimate, Contract, Expenses, Lead & Proposal.Can be a select custom period for between start date & due date. The report can Expert with required Column (i.e. can hide non required Column).
Custom Task Filters Module for Perfex CRM 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 in our support area. Guys from the 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 the “Custom Task Filter” module in minutes.
Features of Custom Task Filters Module:
- PERFEX CRM
- your choice & save
- future use
- inbuilt functionally
- used anytime
- generating a similar
- Project, Invoice, Task, Customer
- Estimate, Contract, Expenses, Lead & Proposal
- Documentation is included
- follow the instructions
- Custom Task Filter