Customize Deskera CRM: Flexible Column Management to capture specific details

Deskera CRM gives you the flexibility to manage columns in an intuitive spreadsheet interface to capture specific details related to Campaigns, Leads, Accounts, Cases and more. Manage the columns in Deskera CRM modules by –

  • Customizing Header
  • Adding and deleting a custom column
  • Adding custom formulae to the custom columns

‘Customize Header’ feature enables you to change the headers in your Campaigns, Leads, Cases, Opportunities and Accounts in the spreadsheet. You can easily change the names of header(s) and set them as mandatory or non-mandatory.

Learn about adding a new custom column in our blog post – Customize Deskera CRM: Capture the details you need.

Add custom formulae to the custom columns and make your calculations an easy task.

Apply formula by selecting the numeric columns from the dropdown in the pop up window and specifying an operator for the action which you want to perform.

Also, watch our interactive video on “Manage Columns”.

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Deskera is a market leader in smart cloud-based business management solution, trusted by 80,000 users worldwide. With its big data backbone, Deskera offers a much required industry tool that is designed to fulfil the business requirements of a wide range of industries which include manufacturing, trading, distribution, engineering, building and construction. It offers cloud-based software such as Enterprise Resource Planning (ERP), Manufacturing Resource Planning (MRP), Customer Relationship Management (CRM), Human Resource Management System (HRMS), Project Management (PM) and Learning Management System (LMS). Deskera is recognized by industry experts including Frost & Sullivan, Deloitte, CIO Advisor, and Red Herring for its comprehensive and integrated business software. Head quartered in Singapore, Deskera has multiple offices in Malaysia, Indonesia, India and United States. Deskera products are fully compliant, fully integrated and quick to deploy which makes us the preferred vendor to organizations of all sizes. Our clientele includes names such as Starbucks, Google, Great Eastern, Baker Tilly, Diamond Aviation, Grant Thorton, Sports Fashion and Sushi Tei among many organizations that we cater to.