Custom Task Filters Module for Perfex CRM

Description

Note This Module is for Perfex CRM Brief 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 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 Change Logs Version 1 2 1 – Issue fixed for filter by Tasks of Version 1 2 0 – PHP 8 1 compatibility related issue fixed Version 1 1 9 – Design issue fixed Version 1 1 8 – Bug fixed Version 1 1 7 – Solved issue of Total comments and Total Logged in Time not showing in filtered Table Version 1 1 6 – Added new field Task ID into the filtered table Version 1 1 5 – Perfex CRM Version 3 0 UI compatibility issue solved – Added new filter field Priority Version 1 1 4 – Added New filter field for Related To Customer When related to customer is selected new option will be displayed of Tasks of which will allow to search task for that selected client within related to his Projects Invoices Estimates Contract Tickets Expenses Proposal etc So not only task related to that client direct but also that client s indirect tasks are also getting fetched Version 1 1 3 – Added Recurred from Task link with the Task name in Filter if task is derived from recurring Task so can view the parent task Version 1 1 2 – Minor Bug fixed – Staff Column visibility Button issue is solved when staff has no right of export Button Version 1 1 1 – Added New Column in filtered data for Due Days It will show total days to due the task if Due date is set and task in not completed Version 1 1 0 – Added Kanban View – Added feature to update status of the tasks using this filtered data Version 1 0 4 – Added in Task Filter filter by Today This Week Last Week – Task filter Template List Popup mobile responsive issue solved Version 1 0 3 Solved issue of Shift T for New Task creation popup when Task filter page is loaded Version 1 0 2 Added More filters like Tags filter Version 1 0 1 – Added More filters like Billable filter – Added Temporary Hide columns from View By Button Column Visibility – Now you can update existing filter Templates