Advanced Task Filters module for Perfex CRM

Introduction to Advanced Task Filters in Perfex CRM

Perfex CRM is a powerful customer relationship management (CRM) software that helps businesses manage their interactions with customers, sales, and marketing efforts. One of the key features of Perfex CRM is its task management system, which allows users to create and assign tasks to team members, set deadlines, and track progress. However, managing tasks can become overwhelming, especially when dealing with large volumes of data. That's where the Advanced Task Filters module comes in.

Advanced Task Filters is a powerful module that allows you to filter and manage your tasks more efficiently. With this module, you can create custom filters to sort, group, and prioritize your tasks based on various criteria, such as task type, status, assignee, deadline, and more. In this tutorial, we will walk you through the steps to use the Advanced Task Filters module in Perfex CRM.

Tutorial: Using Advanced Task Filters in Perfex CRM

Step 1: Accessing Advanced Task Filters

To access the Advanced Task Filters module, follow these steps:

1. Log in to your Perfex CRM account.
2. Click on the "Tasks" tab from the top navigation menu.
3. Click on the "Filters" button located at the top right corner of the task list.
4. Click on "Advanced Task Filters" from the dropdown menu.

Step 2: Creating a New Filter

To create a new filter, follow these steps:

1. Click on the "New Filter" button at the top right corner of the Advanced Task Filters page.
2. Enter a name for your filter in the "Filter Name" field.
3. Choose the type of filter you want to create from the "Filter Type" dropdown menu. Options include:
   • AND (combines multiple conditions)
   • OR (combines multiple conditions with a logical OR operator)
   • NOT (negates a condition)
4. Add conditions to your filter using the "Add Condition" button. You can choose from various condition types, such as:
   • Task Type
   • Status
   • Assignee
   • Deadline
   • Priority
   • Custom Fields
5. Use the "Operator" dropdown menu to specify the operator for each condition. Options include:
   • Equal
   • Not Equal
   • Contains
   • Does Not Contain
   • Is Empty
   • Is Not Empty
6. Use the "Value" field to specify the value for each condition.
7. Click "Save" to save your filter.

Step 3: Applying a Filter

To apply a filter, follow these steps:

1. Click on the filter you want to apply from the list of available filters.
2. The task list will update to display only the tasks that match the conditions specified in the filter.
3. You can apply multiple filters by clicking on the "Apply Filter" button and selecting the next filter from the list.

Step 4: Managing Filters

To manage your filters, follow these steps:

1. Click on the "Filters" button at the top right corner of the Advanced Task Filters page.
2. Click on the "Edit" button next to the filter you want to edit.
3. Make changes to the filter conditions and click "Save" to save the changes.
4. Click on the "Delete" button next to the filter you want to delete.
5. Confirm that you want to delete the filter by clicking "Yes" in the pop-up dialog box.

Tips and Tricks

• Use the "Filter" button at the top right corner of the task list to quickly apply a filter.
• Use the "Clear Filter" button to reset the filter and display all tasks.
• You can save multiple filters and switch between them using the "Apply Filter" button.
• You can also export your filtered tasks to a CSV file for further analysis.

By following these steps and tips, you can effectively use the Advanced Task Filters module in Perfex CRM to manage your tasks more efficiently and make the most of your CRM software.