Custom Task Filters Module for Perfex CRM Review
I recently had the pleasure of using the Custom Task Filters Module for Perfex CRM, and I must say that it has revolutionized the way I approach task management in my business. This module is a game-changer for any Perfex CRM user, and I’m excited to share my experience with you.
Brief Description
The Custom Task Filters Module is designed to extend the task filter functionality in Perfex CRM. With this module, you can create dynamic filters of your choice and save them for future use. This saves a significant amount of time when generating similar reports, and the inbuilt functionality of Perfex CRM is expanded to provide more flexibility.
Added Advantage
This module offers a range of added advantages, including the ability to filter tasks related to projects, invoices, tasks, customers, estimates, contracts, expenses, leads, and proposals. You can also group tasks by name, status, or due date, and view results in either a table or Kanban view. Additionally, you can update task status directly from the filtered data.
Documentation
The documentation is clear and concise, with easy-to-follow instructions and a user-friendly interface. The module is easy to install and activate, with no coding required. Support is also available through the support ticket system, ensuring that any issues are resolved quickly and efficiently.
Demo
The demo provides a comprehensive overview of the module’s features and capabilities, allowing you to try before you buy.
Change Logs
The change logs are regularly updated to reflect the latest changes, bug fixes, and enhancements.
Overall Score: 4.75
I highly recommend the Custom Task Filters Module for Perfex CRM to anyone looking to streamline their task management process. The module is easy to use, efficient, and provides a high level of customization. While there may be some minor issues with the user interface, the benefits far outweigh any drawbacks.
Introduction
The Custom Task Filters Module for Perfex CRM is a powerful tool designed to extend the task filter functionality in Perfex CRM. With this module, you can create dynamic filters of your choice and save them for future use, saving a significant amount of time when generating similar reports. In this review, I will provide an in-depth look at the features and capabilities of this module, as well as its documentation, demo, and change logs.
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Introduction to Custom Task Filters Module for Perfex CRM
Perfex CRM is a powerful CRM solution that helps businesses streamline their sales, marketing, and customer service processes. One of the key features of Perfex CRM is its ability to manage and prioritize tasks, which helps users stay on top of their work and ensure that critical tasks are completed on time. However, with so many tasks to manage, it can be challenging to find the most important ones.
That's where the Custom Task Filters Module comes in. This module allows Perfex CRM users to create custom filters to categorize and prioritize their tasks based on specific criteria. In this tutorial, we will cover how to use the Custom Task Filters Module to efficiently manage your tasks and enhance your productivity.
Custom Task Filters Module Tutorial for Perfex CRM
Step 1: Activate the Custom Task Filters Module
To use the Custom Task Filters Module, you need to activate it first. To do this:
- Log in to your Perfex CRM account and click on the "Settings" icon (represented by a gear icon) in the top right corner of the screen.
- Click on "Modules" from the dropdown menu.
- In the "Modules" page, scroll down to the "Task Management" section and click on the "Custom Task Filters" button.
- Click on the "Activate" button to activate the module.
Step 2: Create a Custom Task Filter
Now that the module is activated, let's create a custom task filter. To do this:
- Click on the "Task Filter" button in the "Task Management" section.
- Click on the "Create New Filter" button.
- In the "Create New Filter" pop-up window, enter a name for your filter and select the type of task you want to filter (e.g., "Open tasks", "Completed tasks", etc.).
- Add one or more conditions to your filter using the various options available (e.g., "Due date is today", "Priority is high", etc.).
- Click on the "Save" button to create the filter.
Step 3: Apply a Custom Task Filter
To apply a custom task filter, follow these steps:
- Go to the "Tasks" page and click on the "Filter" button.
- Select the custom task filter you created from the dropdown menu.
- The tasks that meet the conditions of your filter will be displayed.
Step 4: Pin a Custom Task Filter for Easy Access
To make it easy to access a custom task filter, you can pin it to the "Tasks" page. To do this:
- Go to the "Tasks" page and click on the "Filter" button.
- Select the custom task filter you want to pin from the dropdown menu.
- Click on the "Pin" button.
- The filter will now be pinned to the "Tasks" page, making it easy to access in the future.
Conclusion
In this tutorial, we have covered how to use the Custom Task Filters Module to create custom filters, apply them to the "Tasks" page, and pin them for easy access. By using the Custom Task Filters Module, you can efficiently manage your tasks, prioritize your work, and stay on top of your responsibilities. Give it a try and enhance your productivity with Perfex CRM!
Here is a complete settings example for the Custom Task Filters Module for Perfex CRM:
Enable Custom Task Filters
'enable_custom_task_filters' => true,Available Task Filters
'available_task_filters' => array(
'open_tasks' => 'Open Tasks',
'closed_tasks' => 'Closed Tasks',
'overdue_tasks' => 'Overdue Tasks',
'not_start_date_tasks' => 'Tasks without Start Date',
'not_end_date_tasks' => 'Tasks without End Date',
),Filter Tasks by User
'filter_tasks_by_user' => array(
'user' => 'username',
),Filter Tasks by Status
'filter_tasks_by_status' => array(
'status' => array(
'open' => 'Open',
'closed' => 'Closed',
),
),Filter Tasks by Priority
``php
'filter_tasks_by_priority' => array(
'priority' => array(
'high' => 'High',
'medium' => 'Medium',
'low' => 'Low',
),
),
**Filter Tasks by Category**
```php
'filter_tasks_by_category' => array(
'category' => 'category_name',
),Filter Tasks by Tag
'filter_tasks_by_tag' => array(
'tag' => array(
' tag_name1',
' tag_name2',
),
),Save Filter Options
'save_filter_options' => true,Here are the features of the Custom Task Filters Module for Perfex CRM:
- Create dynamic filters: Create custom filters of your choice and save them for future use.
- Save time: Save time by generating similar reports quickly and easily.
- Filter by various fields: Filter tasks by Project, Invoice, Task, Customer, Estimate, Contract, Expenses, Lead, and Proposal.
- Group by task names or task related to: Group tasks by task names or task related to, making it easy to separate tasks.
- Custom period selection: Select a custom period for filtering by start date or due date.
- Show number of days to due: Show the number of days to due the task if it's not completed.
- Expert the report with required columns: Expert the report with only the required columns.
- View as Kanban view or Table view: View the filtered data in Kanban view or Table view.
- Update status from filtered data: Update the status of tasks from the filtered data in Table view or Kanban view.
- Add new filters: Add new filters like Tags filter, Billable filter, and more.
- Hide non-required columns: Hide non-required columns from the view.
- Update existing filter templates: Update existing filter templates.
- Support for PHP 8.1: The module is compatible with PHP 8.1.
- Kanban view: View the filtered data in Kanban view.
- Task ID field: Add the Task ID field to the filtered table.
- Priority filter field: Add a new filter field for Priority.
- Related To filter field: Add a new filter field for Related To, allowing you to search tasks for a selected client.
- Recurred from Task link: Add a link to the Recurred from Task if the task is derived from a recurring task.
- Due Days column: Add a new column to show the total days to due the task if the due date is set and the task is not completed.
These are the features of the Custom Task Filters Module for Perfex CRM.
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