Deskera CRM – August Release

We are delighted to share with you the latest release for Deskera CRM. The new enhancements are aimed at giving you greater control over how you use Deskera CRM to make your business better, easier, faster.

New Features in Deskera CRM

  • Custom reports are available in Lead, Account, Product & Opportunity modules. You can read more about this exciting feature here.
  • A new optimized spreadsheet component has been added in Leads module, which leads to further speed optimization while entering and accessing data. We’ll be rolling this out to other parts of the system as we make further optimizations
  • Extending access for Case Module to your customers
    • Customers can file a case directly in the system now. They can also add comments and upload relevant documents, like screenshots or scanned images.
    • The added comments & uploaded documents would be available in the “Detail Panel”
    • “Default Case Owner” for all customer cases can be set in master-configuration. This ensures no cases are left without an owner by mistake
    • Contact in customer case could be enabled or disabled based on requirement
  • Email notification is sent to the account owner everytime a new opportunity is created by a user for the account

In addition to the above, 20+ bugs which were reported in the past few weeks have been fixed.

Let us know your feedback on the new enhancements. To know more about us, please visit Deskera.

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Deskera is the leading cloud software provider across Asia. Founded in 2008, Deskera today has more than 80,000 users worldwide. Deskera Cloud apps help you achieve an end-to-end view across your business, manage and optimise your business operations and resources, improve operational efficiency and more. And all this comes in a easy to use, and quick to learn interface that can be accessed from anywhere. The key Deskera Cloud apps are Deskera Financial Management, Deskera CRM, Deskera Projects, Deskera HRMS and Deskera LMS. We are delivering the most relevant and effective solutions to meet the industry specific challenges you face in your business every day.