“custom undertaking filter out”, THIS MODULE can be USE IN PERFEX CRM TO EXTEND ITS project clear-out capability.
You could create a dynamic filter of your desire & shop it for destiny use.
(usage: specifically use for exceptional sort of file need & at a time get admission to in-built functionally of Perfex CRM)
It keeps the time the user in generate a similar kind of document as once the template is saved may be used every time.
ADVANTAGE:
- Can be used to filter tasks related to Project, Invoice, Task, Customer, Estimate, Contract, Expenses, Lead & Proposal.
- Can show results grouped by task names or tasks related to task statuses, so tasks can be easily separated.
- Can be selected custom period for a filter by start date or due date.
- It will show several days to Due the task if the task is not completed.
- Expert the Report with required Column (i.e. can hide nonrequired Column)
- Allowed to view as Kanban view or Table view.
- Allowed to update status from filtered data in the table view as well as Kanban view.
