Skip to main content

Advanced Task Filters for Perfex CRM

Advanced Task Filters empowers you to create custom task filters and views, allowing you to organize and manage tasks more efficiently. Instead of relying on the default task list, you can define reusable filters based on specific criteria and quickly access the exact set of tasks you need.

Key Featuresโ€‹

FeatureDescription
Custom FiltersCreate filters based on task status, assignee, dates, and other criteria
Saved ViewsSave your filter configurations for repeated use
Table ViewView filtered results in a table with search, pagination, and export capabilities
Filter PreviewPreview filter results before applying with the eye icon
tip

Advanced Task Filters is especially useful for teams managing a large number of tasks. Custom filters help you cut through the noise and focus on exactly what matters โ€” whether that is overdue tasks, tasks assigned to a specific person, or tasks matching any combination of criteria.

Requirementsโ€‹

Before installing Advanced Task Filters, ensure your environment meets the following requirements:

  • Perfex CRM installed and running
  • Admin access to your Perfex CRM installation
  • PHP version as required by your Perfex CRM version

Installation & Activationโ€‹

Follow these steps to install and activate the module:

  1. Download the module files from your purchase's Downloads section.
  2. Extract the downloaded archive and locate the upload.zip file inside.
  3. Log in to your Perfex CRM as an administrator.
  4. Navigate to Setup โ†’ Modules in the admin sidebar.
  5. Click the Upload button and select the upload.zip file.
  6. Press Install to complete the module installation.
  7. Click Activate to enable the module.
Important

Do not rename or extract the upload.zip file before uploading โ€” Perfex CRM expects the original zip archive for module installation.

After Installationโ€‹

Once activated, a new menu item will appear in your Perfex CRM admin sidebar. From there you can create, manage, and apply custom task filters. See the Usage Guide for detailed instructions on creating filters, managing views, and exporting data.

info

Advanced Task Filters works alongside your existing task management setup. Your default task views remain unchanged โ€” the module adds new filtering capabilities on top of the existing functionality.

Supportโ€‹

If you encounter any issues during installation or have questions about Advanced Task Filters, please visit the Themesic Support Portal to open a support ticket.