Custom Task Filters Module for Perfex CRM

Custom Task Filters Module for Perfex CRM v1.2.1

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VERSION 1.2.1​

- Issue fixed for filter by Tasks of.

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.


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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.


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VERSION 1.1.0​

- Added Kanban View.
- Added feature to update status of the tasks using this filtered data.


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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.

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