Custom Task Filters Module for Perfex CRM

Tired of Wasting Time Searching for Tasks in Perfex CRM?

Managing projects in Perfex CRM is powerful, but finding the exact task you need can be a frustrating bottleneck. The default filters are basic and often fall short when you have complex projects or custom workflows. The Custom Task Filters Module for Perfex CRM is the definitive solution to this problem, transforming your task management from a chore into a high-efficiency machine.

This essential module empowers you and your team to build intricate, multi-layered filters using any standard or custom field. Stop scrolling endlessly and start finding what you need instantly. Optimize your project management, save countless hours, and make data-driven decisions faster than ever before.

Key Features at a Glance

Unlock a new level of control over your project management workflow. This module is packed with features designed for maximum productivity and ease of use.

• Filter by Any Field: Use any default task field or custom field to create your filters. Yes, even custom fields created by other modules!
• Advanced Logic Control: Go beyond simple filtering with AND/OR conditions to build highly specific and granular search queries.
• Save Your Filters: Create complex filter combinations and save them as presets. Access your most-used views with a single click.
• Global and Project-Specific Filters: Apply your custom filters on the main Tasks list or within a specific project’s task view for focused results.
• Staff-Specific Filters: Allow staff members to create their own private filters, streamlining their personal workflow without cluttering the team’s view.
• Robust Permission System: Control which roles can create, update, or delete public filters, ensuring system integrity.
• Export Filtered Data: Easily export your custom-filtered task lists to CSV or Excel for reporting, analysis, or offline use.

In-Depth Feature Analysis

Let’s dive deeper into the features that make this module a game-changer for any serious Perfex CRM user.

Advanced Custom Field Filtering

The single most powerful feature is the ability to filter by any custom field. Perfex CRM is built for customization, but its native search capabilities don’t always keep up. This module bridges that gap perfectly.

Imagine you’ve added custom fields like ‘Priority Level’, ‘Department’, or ‘Client Approval Status’. With this module, you can instantly create a view of all “High Priority” tasks assigned to the “Marketing Department” that are currently “Pending Client Approval”. This level of granular control is impossible with the standard Perfex setup and is critical for managing complex workflows.

Saveable Filter Presets for One-Click Access

Do you find yourself running the same complex search every day? Stop rebuilding your filters from scratch. The Custom Task Filters Module for Perfex CRM allows you to save any combination of filters as a reusable preset.

You can create public presets for your entire team, such as “Overdue Critical Tasks” or “Tasks Ready for QA”. Additionally, individual team members can create their own private presets, like “My Assigned Tasks for Project X,” to personalize their workspace. This feature alone saves hours each week and dramatically reduces the mental load on your team.

Multi-Condition Logic (AND/OR)

Simple filters are not enough for a dynamic business. This module introduces powerful AND/OR logic to your search capabilities. This lets you build queries that precisely match your operational needs.

For example, you can find tasks that are assigned to ‘John’ AND have a ‘High’ priority. Or, you could find tasks that are due ‘This Week’ OR are marked as ‘Urgent’. This flexibility allows you to create highly specific views for team meetings, client reports, and resource planning, ensuring you always have the exact information you need at your fingertips.

Who is This Module For?

This module is an indispensable tool for anyone who wants to improve their team’s productivity and gain better control over their projects in Perfex CRM.

• Project Managers: Get an instant, high-level overview of project health. Quickly identify bottlenecks, track progress against specific milestones, and create custom reports for stakeholders in seconds.
• Agency Owners: Manage multiple client projects with ease. Create saved filters for each client to instantly check on their tasks, ensuring deadlines are met and nothing falls through the cracks.
• Development Teams: Streamline your sprints and bug-tracking workflows. Filter tasks by ‘Bug’, ‘Feature’, or ‘Hotfix’ custom fields, and combine with assignee and priority to keep your development cycle organized.
• Large Teams & Enterprises: When you have hundreds or thousands of tasks, powerful filtering is not a luxury—it’s a necessity. This module allows you to cut through the noise and focus on what truly matters.

Why Download Our Version? The Smart Choice

You need the functionality, but you also need to make smart business decisions. Here’s why our version of the Custom Task Filters Module for Perfex CRM is the best choice for you.

The Freedom of GPL

Our products are provided under the General Public License (GPL). This means you get more than just a tool; you get freedom. You can use this module on as many of your own or your clients’ Perfex CRM installations as you wish, all for a single, affordable price.

Unbeatable Value

We provide the exact same premium, feature-rich module you’d find on official marketplaces. The code is 100% original, untouched, and safe. The only difference is the price tag and the restrictive licensing. We make professional tools accessible to everyone, from freelancers to large agencies.

Safe, Secure, and Original Code

We believe in transparency and safety. The files you download from us are direct from the developer and are not modified in any way. You can be confident that you are installing a secure and authentic piece of software on your CRM system.

Frequently Asked Questions

Is the Custom Task Filters Module compatible with the latest version of Perfex CRM?

Absolutely. We ensure our modules are tested and compatible with the latest stable releases of Perfex CRM. We regularly update our products to maintain compatibility and security, giving you peace of mind.

Will I receive updates for this module?

Yes. Your purchase includes access to future updates for one year. We provide regular updates to ensure the module remains compatible with new versions of Perfex CRM and to introduce new features or improvements as they are released by the original developer.

Can I filter by custom fields that I created myself or with another module?

This is one of the module’s best features. It is designed to automatically detect and incorporate all custom fields in your Perfex CRM setup, whether you created them through the core custom field feature or they were added by a third-party module. This provides truly universal filtering power.

Is the code provided safe to use on my live CRM?

Your security is our top priority. The code we provide is 100% original, unmodified, and free from any malware or malicious scripts. It is the exact same file distributed by the original developer, so you can install it with complete confidence.

Does this module slow down my Perfex CRM installation?

The module is lightweight and expertly coded for performance. It is designed to integrate seamlessly with Perfex CRM’s existing database structure. You should not experience any noticeable impact on your CRM’s speed or performance.

Can I use this module on multiple websites for my clients?

Yes, you can! Because the module is licensed under the GPL, you have the freedom to install and use it on an unlimited number of websites. This makes it an incredibly cost-effective solution for developers and agencies managing multiple client installations.

Why is this so affordable compared to buying from the developer directly?

We can offer this price because our business model is different. We purchase the software directly from the developer and, under the terms of the GPL, redistribute it to our customers. You are paying for the file and our update service, not for premium, bundled support, which allows us to keep prices low.