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Case Management using Deskera CRM

Case Management using Deskera CRM

Though businesses have changed over time, the way of doing businesses has transformed completely one old adage still have stood the test of time – Customer is the king! And you cannot ignore it and move on. It becomes very essential, especially in today’s times of...
Payroll Management through Deskera HRMS

Payroll Management through Deskera HRMS

Deskera HRMS is a comprehensive, integrated human resources management system that facilitates management of the full range of HRMS functions and responsibilities. The HRMS gives organizations the much needed tools to manage their most important asset i.e. people. A...
Customer Security Notice on CVE-2014-0160 (Heartbleed)

Customer Security Notice on CVE-2014-0160 (Heartbleed)

The engineering team at Deskera has been working to assess the impact for our customers in the wake of April 7 disclosure of CVE-2014-0160 also known as Heartbleed. In our endeavor to keep your Deskera account secure, we are responding to this critical vulnerability...
Managing Bank Reconciliations with Deskera ERP

Managing Bank Reconciliations with Deskera ERP

Bank reconciliation is a process that explains the difference between the bank balance shown in an organization’s bank statement, as supplied by the bank, and the corresponding amount shown in the organization’s own accounting records at a particular point in...
Managing Chart of Accounts through Deskera ERP

Managing Chart of Accounts through Deskera ERP

A chart of accounts (COA) is a created list of the accounts used by an organization to define each class of items for which money or the equivalent is spent or received. It is used to organize the finances of the entity and to segregate expenditures, revenue, assets...
Notification Templates – Deskera CRM

Notification Templates – Deskera CRM

Now you can keep track of your tasks and how their statuses change. Get email notifications once a task has been assigned a particular status like “completed” for example. In order to do this, we will first need to create a notification...
Set Role Wise Permissions on Columns – Deskera CRM

Set Role Wise Permissions on Columns – Deskera CRM

Increase your security and be in control by setting role wise permissions on columns. This allows you to assign who can view or edit certain columns and make certain fields mandatory in order to get the data that you need. This can be done in any of the modules in...
Sharing Calendar – Deskera CRM

Sharing Calendar – Deskera CRM

Now you can ensure effective organisation and planning of events and appointments by sharing your calendar with your colleagues in Deskera CRM. Here’s how you can create and share your calendar easily in a few simple steps. Step 1:...
Dependency Constraints – Deskera PM

Dependency Constraints – Deskera PM

Managing your tasks with Deskera Project Management just became a whole lot easier. With the ability to place dependency constants on certain tasks, we can ensure that primary tasks are completed before secondary and tertiary tasks are preformed. For example, before a...
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