Case Management using Deskera CRM

April 15th

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 social media which has really empowered the customer to vent out his frustration with a faulty product / service to the entire world. A customer complaint can quickly go viral throughout the Internet and spoil the company’s image if not attended properly.

Deskera CRM gives the company the ability to better serve the customers by managing their complaints, feedbacks through a unique module called Cases Management. Employees can quickly manage customer cases by tracking and managing them through regular updates.

To use the Cases Management module in Deskera CRM by the following steps –

ADDING A NEW CASE:

Step 1: Click on Add Record

Case Management - CRM

Case Management - Adding New Case

Step 2: Fill up case details

Step 3: Click on Submit to create a new case

ADDING A NEW ACTIVITY:

To track a particular customer case, users can add various activities with respect to it and assign statuses for each activity. This feature helps to track cases on an activity-by-activity basis which leads to better customer management.

Case Management - CRM

Case Management - Adding New Activity 1

Following are the steps:

Step 1:  Select a record for which activity is supposed to be added

Step 2:  Click on activities

Step 3:  Fill all details and click Submit to add new activity

Case Management - CRM

Case Management - Adding New Activity 2

VIEWING REPORTS:

Users can see customer cases reports using various parameters to get a better view of customer complaints, feedbacks are handled by the employees.

Case Management - CRM

Case Management - View Reports

Following are the steps:

Step 1:  Click on Reports

Step 2:  Select a particular report to view cases by –

  • Engg Status – View customer case report depending on the total time spent on each case
  • Status – View customer case report by corresponding status such as New, Pending, Escalated
  • Monthly – View customer case report on a month-on-month basis
  • Newly Added  - View the most recent customer cases
  • Pending – View all the customer cases with a pending status

Payroll Management through Deskera HRMS

April 15th

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 powerful core database and extensive feature-list makes HRMS & Employee Resource Management administration easier, accurate, and more efficient than ever before.

It is used for hiring, training, managing, evaluating and maintaining information of all employees (Human Resource) in an organization. In some cases HRMS software is also known as HRIS, Human Resource Information System.

With the increase in Business complexity and competition, employee management has become increasingly more complicated and difficult. Employees expect more from their companies and companies expect more from employees. To achieve the maximum in each case, a proper system is required to manage employee expectations as well as their output.

Management of employees requires timely payroll management, succession planning, recruitment of the right candidates, and management of employees’ everyday needs like Leave approval, Expense Claims management, and Pay slip management. To enable a company to get the maximum out of its employees, it needs to review their performance, their attendance, and their career progression.

An HRMS Software should ideally provide all these functions to an organization. Payroll Management is handled using the Payroll Module. Hiring is managed through the Recruitment Module. Performance evaluation is managed through the Performance Appraisal Module. Leave Approval through HRMS e-Leave Module and Expense Claims through HRMS e-Claims Module.

What does it offer?

  • From recruitment management to payroll and personnel administration, Deskera HRMS offers a variety of HRMS functions to effectively manage HR related processes.
  • It helps in minimizing the manual paperwork and enhances the effectiveness of HR related processes.
  • Screening of candidate’s applications becomes a much simpler task.
  • The HR managers can spend more time on core business objectives rather than attending to minor administration tasks.

Deskera HRMS Key Processes

  • Payroll Management
  • Recruitment Management
  • Performance Management
  • Timesheet Management
  • Personnel Administration
  • Employee Self Service

Deskera Payroll Management

Deskera Payroll management is designed to address the entire spectrum of enterprise payroll requirements. It ensures accurate, faster and more efficient payroll processing. The Payroll Management module allows you to automate payroll calculations for wages, bonuses, and other forms of compensation, based on user defined rules. It also allows you to configure payroll components for earnings as well as administer taxes, deductions and more. It enables you to align payroll processing according to your organization’s policies and ensure the payroll process is effective, accurate and consistent.

Deskera HRMS lets you organize employees into groups based on designation for uniform payroll calculations. It configures payroll components for earnings, deductions and taxes to build standard payroll templates. It Automates Payroll calculations for wages, bonuses, other forms of compensation, deductions and taxes based on user defined rules through payroll templates using Deskera HRMS Payroll Software. With HRMS Payroll Software, you can seamlessly enter all payroll-related data for all employees directly, without having to navigate through different pages.

Process Flow of Deskera Payroll Management

Key Features of Deskera Payroll Management Software

  • Configure Payroll Components
  • Create Payroll Templates
  • Assign Payroll templates
  • Generate Payroll
  • View Payroll Reports
  • Employee Self Service

Payroll Components

Highly flexible and configurable sets of rules allow you to configure more complex payroll components such as earnings types, HRA, multiple deductions, tax types and more.

All basic elements needed for the calculations of employee remunerations are defined as payroll components. Highly flexible and configurable set of rules allow you to add and configure payroll components such as earnings types like Basic, HRA and more, multiple deduction and tax types.

Payroll component is calculated either on a percentage basis of the or on an amount basis. Therefore the desired payroll calculation results can always be achieved. A payroll component can be created as many times as necessary.

You can add new components & define the salary of your workforce. You can also Add Components. Every payroll component is assigned to a type. The payroll component types are: Wages, Deduction, Taxes, and Employer Contribution. You can specify your own formula for adding components for salary calculations viz. wage/earning deduction and tax; apply rule(s); create templates with or without dependencies on one or more components; assign more than one employee to a template with different salary figures and more.

Key Features

  • Add Wages
  • Add Deductions
  • Add Taxes
  • Add Employer Contribution

Edit — you can edit data for the selected component.

Delete — you can also delete selected component. This is enabled if the component has NOT been calculated yet for any employee or not been added to any salary template.

Payroll Template

The payroll components created must be linked to the payroll templates before payroll can be generated for the employees. A payroll template is assigned to an employee or a group of employees based on their designation.

You can Create Payroll templates for each employee designation. Incorporate pre-defined payroll components such as earnings, deductions and tax types.

Key features

  • Add Payroll Template

Employee Management

It gives view of all employees in a payroll group. This payroll grid is designed to give a big picture view of all employees along with their salary structures. It allows you to pay all your employees at a time with a single click. Left hand side of the screen displays all Payroll Templates along with their parent designations. A designation can have more than one payroll template, which is due to different combinations of wages, deductions and taxes in each payroll template. Right hand side of screen displays list of employees who are linked with a particular Payroll Template.

You can Generate Payroll and corresponding pay slips for your employees based on their designation and send them to your employees.

Key Features

  • View employees assigned to a Payroll Template

  • Generate Salary

  • Add Unpaid Leaves

Salary Report

Deskera Payroll System allows you to Generate Payroll Reports for a complete overview of your salary disbursements. These may include details such as earnings, deductions, taxes and more. It allows you to give an overall, as well as individual employee view of all your salary payments for any period-of-time.

You can select an employee from the list; define a date range to get salary details for that employee. You can also, export the salary report in convenient formats.

Employee Self Service

Employees can view online pay slips. They will be able to easily see salary information, detailed pay history, payroll deductions, taxes and more. They will have access to their comprehensive payment details with the ability to view or print them.

Key Features

  • My Pay slip

Through Deskera you can view your pay slips from the Dashboard. You can select a payslip for a month and view the earnings, deductions and taxes on the screen. You can also, download your pay slips in a single click in PDF format for future reference.

  • View Salary Details

Additional Features of Deskera Payroll Management

  • Define Earnings, Deductions and Contributions as recurring or one-time.
  • Setup a payroll component as default to automatically include it in all salary templates.
  • Quick Search allows you to easily search and view payroll templates.
  • Generate salary for all employees having same designation with a single click.
  • Maintain and apply tax components using a vast library of pre-defined components incorporating all major state and local taxes or easily define new tax components according to your exact requirements.

Key Benefits of Deskera Payroll Management

  • Easily maintain and apply salary templates for different employee groups based on designation and seniority level.
  • Accurate and faster processing of payroll information.
  • Gain better control over your payroll data and significant savings in both money and time.
  • Automatically generate pay slips for employees in convenient file formats.
  • Help employees to easily access payroll information with complete details including earning details, deductions, taxes and more through Employee Self Service.

Deskera Cloud Benefits for HRMS

•      Delivered On-Demand.

•      Cloud Hosted.

•      No Installation.

•      No Setup Needed.

•      No Maintenance.

•      No Hardware.

•      The easy-to-use interface helps you to instantly take control, make processes more efficient and recruiters more effective.

•      Increases productivity of HR department due to wide accessibility.

•      Improves information accuracy, lowers call volumes, reduces printing costs and decreases administrative hassles.

•      Empowers employees by providing information to them on a 24 x 7 basis.

Hence, Deskera HRMS provides a very innovative and useful technique for managing the Payroll System of the organization and also various other activities of the organization in a hassle free manner and thus making business processes much more effective and efficient.

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

April 9th

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 in OpenSSL’s handling of heartbeat packets and we’ve conducted a comprehensive security review in response.

As per our audit, only some of the Deskera services are under the OpenSSL version with Heartbleed vulnerability, while most other services remain unaffected.

We are taking preventive action to safeguard Deskera services. Given the threat posed by this vulnerability and considering its visibility, we are proactively patching our affected services. The security of your Deskera account is of utmost importance to us and we have determined this to be the best and swiftest course of action.

As always, if you have any questions about the security of your Deskera account, contact us at support@deskera.com.

Managing Bank Reconciliations with Deskera ERP

March 7th

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 time.

A company’s general ledger account Cash contains a record of the transactions (checks written, receipts from customers, etc.) that involve its checking account. The bank also creates a record of the company’s checking account when it processes the company’s checks, deposits, service charges, and other items. Soon after each month ends the bank usually mails a bank statement to the company. The bank statement lists the activity in the bank account during the recent month as well as the balance in the bank account.

When the company receives its bank statement, the company should verify that the amounts on the bank statement are consistent or compatible with the amounts in the company’s Cash account in its general ledger and vice versa. This process of confirming the amounts is referred to as reconciling the bank statement, bank statement reconciliation, bank reconciliation, or doing a “bank rec.” The benefit of reconciling the bank statement knows that the amount of Cash reported by the company (company’s books) is consistent with the amount of cash shown in the bank’s records.

Bank Reconciliation Process

Step 1. Adjusting the Balance per Bank

We will demonstrate the bank reconciliation process in several steps. The first step is to adjust the balance on the bank statement to the true, adjusted, or corrected balance. The items necessary for this step are listed in the following schedule:

Step 2. Adjusting the Balance per Books

The second step of the bank reconciliation is to adjust the balance in the company’s Cash account so that it is the true, adjusted, or corrected balance. Examples of the items involved are shown in the following schedule:

Step 3. Comparing the Adjusted Balances

After adjusting the balance per bank (Step 1) and after adjusting the balance per books (Step 2), the two adjusted amounts should be equal. If they are not equal, you must repeat the process until the balances are identical. The balances should be the true, correct amount of cash as of the date of the bank reconciliation.

Step 4. Preparing Journal Entries

Journal entries must be prepared for the adjustments to the balance per books (Step 2). Adjustments to increase the cash balance will require a journal entry that debits Cash and credits another account. Adjustments to decrease the cash balance will require a credit to Cash and a debit to another account.

Benefits of Bank Reconciliation

  • Detects Fraud
  • Prevents Overdraft
  • Identifies bank errors
  • Improves Collection Actions

Managing Bank Reconciliation Statements through Deskera ERP

This feature allows you to compare the accounting records against those shown on your bank statement through the ‘Bank Reconciliation’ functionality. It allows you to easily identify discrepancies between these records and their probable causes.

Key Features of using Bank Reconciliation through Deskera ERP

Deskera ERP provides following features for managing the Bank Reconciliation Statements:

  • You can specify bank account details and the opening and ending balance as per your bank statement records.
  • It helps by showing you all the transactions (such as checks and payment transactions, deposits and other credit transactions) related to the selected account.
  • You can also compare these transactions with your bank statement.
  • You can also select all the transactions present in the statement and monitor the difference in ending balance and clearing balance.
  • It also tells you about the error present in the transaction. The difference should ideally be zero. If not, it indicates an unsettled or missing transaction and needs further analysis.

Advantages of using Bank Reconciliation Statements through Deskera ERP

Error Detection

Deskera Bank Reconciliation helps you spot accounting errors common to any business. These mistakes can include addition and subtraction errors, double payments, lost checks and missed payments. You might have recorded an invoice as paid in your general ledger, but bank reconciliation might reveal you forgot to write the check. At times, your bank might make an error in your favor. You will be liable for returning that money, even if you’ve already spent it.

Fee and Interest Tracking

Each month, your bank adds any fees, penalties or interest payments it has applied to your account. You might have overdraft fees, go under your account balance requirement or earn interest on your checking account balance. If you order checks or stop payment on a check, you might incur a fee, depending on the features of your account. Monthly bank reconciliation lets you add or subtract these amounts in your general ledger.

Fraud Detection

You might not be able to stop an employee from stealing your money once, but you might be able to prevent a second theft. Deskera Bank reconciliations help you spot ongoing fraudulent transactions. Have an independent party perform your reconciliations to prevent an accounting employee from continuing to falsify your general ledger and reconciliations.

Receivables Tracking

Payments due one month might not appear on your bank statement until the next month if you receive the payments near the end of the month. In other instances, you might accidentally leave one check off a deposit slip if you are filling out a slip with many entries. As you perform a review of last month’s receivables, you might not see a payment that was made and contact a customer to ask where the payment is. Deskera Bank reconciliations confirm all of your receipts, helping you avoid awkward situations or identifying the entry for a receipt you didn’t deposit.

Transaction Status Updates

A bank reconciliation statement might reveal that a check you wrote months ago still hasn’t been cashed. Un-cashed checks can cause you to believe you have more money to spend than you do. Deskera Bank reconciliations allow you to spot checks that haven’t been paid and contact the payee to urge her to cash the check.

Hence, Bank reconciliations are an important accounting procedure, performed by companies of all sizes, to match the cash balance of the bank with the balance found on the company’s financial records and Managing Reconciliations through Deskera ERP can detect and prevent intentional fraud, along with errors by bank tellers, accountants, employees and management. Although bank reconciliation is typically a month-end procedure but through Deskera ERP, companies can perform it daily.

Managing Chart of Accounts through Deskera ERP

February 27th

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 and liabilities in order to give interested parties a better understanding of the financial health of the entity.

Before calculators/computers came into existence, accounting was performed by hand in a ledger. A separate ledger was maintained for similar or related entries and this was called an Account. For a small business, the group of ledgers was often kept in one or more books.

A Chart of Accounts (COA) literally means a list of ledger accounts that are to be maintained in the Client’s accounting system. A COA is required before a Client can be created in the system, making the COA one of the first elements that must be completed during the implementation of the software.

Nomenclature, Classification and Codification

Each account in the chart of accounts is typically assigned a name and a unique number by which it can be identified. Account numbers are often five or more digits in length with each digit representing a division of the company, the department, the type of account, etc.

The first digit might signify if the account is an asset, liability, etc. For example, if the first digit is a “1″ it is an asset. If the first digit is a “6″ it is an operating expense.

A gap between account numbers allows for adding accounts in the future. The following is a partial listing of a sample chart of accounts.

Types of Accounts

Within the chart of accounts, the accounts are typically listed in the following order

Asset accounts: represent the different types of economic resources owned or controlled by business, common examples of Asset accounts are cash, cash in bank, building, inventory, prepaid rent, goodwill, accounts receivable[1]

Liability accounts: represent the different types of economic obligations by a business, such as accounts payable, bank loan, bonds payable, accrued interest.[citation needed]

Equity accounts: represent the residual equity of a business (after deducting from Assets all the liabilities) including Retained Earnings and Appropriations.[citation needed]

Revenue accounts or income: represent the company’s gross earnings and common examples include Sales, Service revenue and Interest Income.[citation needed]

Expense accounts: represent the company’s expenditures to enable itself to operate. Common examples are electricity and water, rentals, depreciation, doubtful accounts, interest, insurance.[citation needed]

Contra-accounts: Some balance sheet items have corresponding contra accounts, with negative balances, that offset them. Examples are accumulated depreciation against equipment, and allowance for bad debts against long-term notes receivable.

Within the categories of operating revenues and operating expenses, accounts might be further organized by business function (such as producing, selling, administrative, financing) and/or by company divisions, product lines, etc.

Managing Chart of Accounts through Deskera ERP

Deskera ERP provides single integrated view of all enterprise accounts which can be viewed through an interactive ‘Chart of Accounts (COA)’ under Account Management. COA is further divided into two main heads:

  • COA Reports
  • Account Types

COA Reports in Deskera ERP

COA Report is a comprehensive report listing all the details of accounts like accounts name, account type, opening balance and opening balance type. You can also add new account to the existing list of accounts, edit or delete the existing accounts. You can also export the COA report to an external location in convenient formats like PDF and CSV.

Features of COA Reports

Some of the features of Deskera COA Reports are:

  1. Add New Account: You can add new account to the existing list of accounts. A pop-up window will appear where in you can enter all the details related to account.  And then you can save the information to add a new account to the list of accounts.

  1. Edit the Report: If you want to carry out changes in any of the fields of a particular account, you can do this by editing the report in Deskera ERP.  You can edit account for carrying out changes in the accounts you want to. And finally you can save the details to edit the account and update it in the list of accounts.

  1. Export the Report: The COA report can be exported to an external location in convenient formats like PDF and CSV for using them at a future point of time.

Account Types in Deskera ERP

All the account types in the system are listed with their names, nature and their effect on gross profit. You can also add new account types and also modify or delete the existing ones.

GST Accounts

All GST Accounts are pre-configured and can be viewed under the Chart of Accounts. You can view the GST accounts, by opening Chart of Accounts and searching under it.

Forex Gain/Loss Account

Forex Gain/Loss account is setup in Master Configuration. Once it is mapped, you may view it under Chart of Accounts by typing the name of account mapped to bring its details up.

Features of Account Type in Deskera ERP

  1. Add New Account type: You can add new account type. A pop-up window will appear where in you can enter all the details related to account.  And then you can save the information to add a new account to the list of accounts.

  1. Edit Account type: You can carry out changes in the account types.

Drawbacks of Managing Chart of Accounts using traditional methods

  • No standardization.
  • Manual management of accounts.
  • Reports are difficult to understand.
  • No monitoring and tracking of accounts.

Benefits of Managing Chart of Accounts using Deskera ERP

  • It provides ‘One View’ of the organization.
  • Easy MIS reporting: Quick and easily understandable reporting.
  • Quick consolidation:  No fancy account mapping rules required.
  • Better management control throughout the life cycle of the chart of accounts.
  • Standardized process.
  • Close monitoring and tracking of accounts.

Hence, Deskera ERP provides a very innovative and useful feature for managing the Chart of Accounts in a hassle free manner. It is a beneficial tool to conduct a detailed view of the Chart of Accounts.  If properly done, it can give a clear understanding of the future road map of the organization, thorough knowledge of the current accounting principles, processes, policies and standards. The end result is a tightly knit organization flexible enough to handle local accounting exceptions.

IRAS Submissions for Singapore through Deskera HRMS

February 4th

The Inland Revenue Authority of Singapore is a statutory board under the Ministry of Finance of the Singapore Government. IRAS acts as agent of the government to assess collect and enforces payment of taxes. In connection with such functions, IRAS is responsible for administering the following Acts:

  • Income Tax Act;
  • Economic Expansion Incentives (Relief from Income Tax) Act;
  • Property Tax Act;
  • Goods & Services Tax Act;
  • Betting & Sweepstake Duties Act;
  • Private Lotteries Act;
  • Stamp Duties Act;
  • Casino Control Act – Part IX (Casino Tax); and
  • Estate Duty Act

These taxes are levied on individuals, businesses, property, goods, services, casinos etc.

IRAS provides the facility of e-submission in order to transact conveniently via myTax Portal or EASY.

IRAS has been applauded worldwide for implementing the most successful and efficient e-filing system which shows Singapore’s inclination towards a technology driven growth path.

Form 8A, 8S, Appendix 8A, Appendix 8B

An employer must prepare Form IR8A and Appendix 8A, Appendix 8B or Form IR8S (where applicable) for all their employees (who are employed in Singapore) by 1st March each year. This is required under S68 (2) of the Income Tax Act.

Brief Info about each of these forms:

Form IR8A : This form must be completed for ALL employees.

Appendix 8A: This form must be completed if benefits-in-kind are provided to your employees.

Appendix 8B : This form must be completed if employees derived gains or profits from Employee Stock Option (ESOP) Plans or other forms of Employee Share Ownership (ESOW) Plans.

Form IR8S : This form must be completed if you have made excess CPF contributions on your employees’ wages and/or have claimed or will be claiming refund on excess CPF contributions.

Difficulties of traditional IRAS filing process

Process Improvement by using Deskera HRMS

Benefits of using Deskera HRMS based IRAS filings

  • Integrated with the enterprise payroll management system
  • Automates detail entry, calculations and collation of forms of all employees
  • Data validation
  • Efficient e-filing
  • Reduces the chances of error in filing process
  • Cost effective

Deskera HRMS & IRAS :The Process

Deskera HRMS provides an easy to use, secure and efficient way to manage IRAS filings. It provides features to declare Form 8A, 8S, Appendix 8A, Appendix 8B for individual employees of the organization. It also provides self help service to the employees who want to do their own tax filings as shown in the screenshots below.

Step 1: Click on User Administration link in the Administration widget

Deskera HRMS Dashboard

Step 2: Select an individual employee from the employee list

User Administration

Step 3: Click on Personnel actions >IRAS detail form/Appendix 8A/8B detail form

Personnel Actions Drop down

Step 4: View & fill IRAS /8S /Appendix 8A/8B detail form and click on submit

IRAS 8A Form

View and fill 8S form details when you scroll down the IRAS detail form window and click on submit

IRAS 8S Form

After selecting Appendix 8A link from the personnel actions drop down you can view and fill Appendix 8A form details and click on submit

IRAS Appendix 8A form

After selecting Appendix 8B link from the personnel actions drop down you can view and fill Appendix 8A form details and click on submit

IRAS Appendix 8B Form

Well, you will agree that what we have made the IRAS filings task pretty simple.

Deskera HRMS will make your HRMS processes easier to implement, more efficient and cost effective.Features like IRAS filings,CPF etc distinguishes Deskera HRMS from any other product available in today’s market.

Keep watching this space for updates about various Deskera features. To know more about us, please visit Deskera.You may also join our Open Source Community.

Holidays for different Countries/Locations – Deskera eLeave

June 9th

With this newest feature in Deskera eLeave, you can now specify Locations for the holidays that you create. This will give you greater control when it comes to assigning leave to a particular region. We will show you how this can be done in a few easy steps.

Step 1: Click on “User Administration”

STEP 2: Click on “Manage Columns” and then on “Add Custom Column”

Step 3: Create a column titled “Country” and input the different countries under “Add multiple values”. Remember to check the “Enabled” box.

Step 4: Go back to Dashboard and click on the “Master Configuration” module.

Step 5: Click on “Add Holiday” and create your holiday. You can now specify the locations to the holiday based on the values you entered in Step 3.

You now have the flexibility to create Holidays that are specific to a particular location or region. You can also use the same method to specify holidays to specific ethnic groups or religions. Have fun creating new holidays!

To learn more about us, please visit Deskera Open Source.  You may also join our Open Source Community.

Notification Templates – Deskera CRM

June 9th

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 template and then assign it to a particular status. We will show you how this can be achieved in a few simple steps.

Step 1: From the CRM dashboard, click on the “Notification Template” module.

Step 2: Click on “New” to create a new template.

Step 3: Create your notification template and click “Save”.

Step 4: Go back to Dashboard and click on “Master Configurations”

Step 5: In the menu on the left, click on Task Status.

Step 6: Use the Notification Template column on the right to assign your template to the desired status.

If you assigned your notification template to the Completed status, you will receive an email notification every time a task is assigned that status. This way you will be able to keep track of when your tasks are completed or if you are running behind on a particular task.

To learn more about us, please visit Deskera Open Source.  You may also join our Open Source Community.

Set Role Wise Permissions on Columns – Deskera CRM

June 9th

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 Deskera open source CRM. We will illustrate this by using the leads module as an example.

Step 1:  Click on “Manage Columns”.

Step 2: Click on “Customise Header”

Step 3: Assign the roles can view/edit particular columns and check the box on the right to make the fields mandatory. Click “Save and Apply” to save your changes.

You have just assigned role wise permissions to your leads columns! You can do the same for your other modules as well. You now have greater control over the changes that are made in specific columns as well as which information is available to which department/position.

To learn more about us, please visit Deskera Open Source.  You may also join our Open Source Community.

Sharing Calendar – Deskera CRM

June 9th

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: Click on the “Calendar” link located right on top of the screen.

Step 2: Click on “New Calendar” to create a new calendar.

Step 3: Fill in the details and click “Create Calendar”.

Step 4: After locating your calendar, lick on the drop down menu and then on  ”Share this calendar”.

Step 5: Select the people you want to share the calendar with by checking the box next to their name and click “Submit”.

Your colleagues will now be able to view that calendar and it’s contents. Keep them up-to-date on your schedule or inform them about meetings by simply creating an event in that calendar.

To learn more about us, please visit Deskera Open Source.  You may also join our Open Source Community.

Dependency Constraints – Deskera PM

June 8th

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 product is packaged, it must first have gone through polishing and quality control. By setting up these dependency constrains, we can ensure that key procedures are not missed out and avoid defects and delays.

In a few easy steps, we will show you how to set dependency constraints for your tasks in Deskera PM.

Step 1: Click on one of your projects and then on the “Project plan” tab

Step 2: Locate the “Predecessors” column and write down the number of the tasks you want completed before a particular task. Add multiple tasks by separating them with a comma.

Your constraints will be displayed in the Gantt chart on the right. You will notice arrows originating from preceding tasks and ending at the secondary or tertiary task. For example, an arrow will originate from quality control and point towards packaging. You can also set these constraints via the Gantt chart by clicking on your preceding task (QC) and dragging the arrow towards your secondary task (packaging). Your task number for QC will now appear under the Predecessors column beside the packaging task.

Ensure that your projects are on the right track with the Deskera PM dependency constraints.

To learn more about us, please visit Deskera Open Source.  You may also join our Open Source Community.

CRM and PM now available on Google Chrome.

June 6th

Deskera CRM and PM are now available on the Google Chrome web store as an extension to your Chrome browser.

The availability of this Chrome application offers easy access to your to your CRM and PM solutions. They are always just a click away in your Chrome home page.

The following steps will show how we can install these apps to your Chrome browser and use them with ease.

Step 1: Go into the Chrome web store and search for Deskera.

Step 2: Install either or both the CRM and PM extensions by clicking the ‘Add to Chrome’ buttons located beside the apps.

Step 3: The apps will now appear on your Chrome hoe page. Click on them to launch the apps.

Step 4: Key in your Domain, Username and Password followed by clicking ‘LOGIN’.

Step 5: Your Dashboard along with all your data will be loaded. Proceed to use the Chrome extension like you would the web app.

In less than 5 steps, Deskera Open Source CRM and PM Chrome extensions helps accessing our solutions that much easier and allows your salespeople to concentrate on what they do best!

To learn more about us, please visit Deskera Open Source.  You may also join our Open Source Community

Avoiding Data Duplication

June 6th

In October last year, we released a feature that allowed users to Manage Duplicate Entries with Deskera Open Source CRM. With this feature, you could see all future duplicate entries for imported and web items (such as leads) filtered based by your selection criteria.

Now, we have integrated this feature into the User Interface (UI) and manually entered items can also be filtered. We have also included pop up notifications to alert users when they create duplicate entries.

Unlike the traditional solutions where unique keys are defined at the data base level, Deskera’s flexible product architecture allows end users to define the unique combination of fields at the application level, providing an even more configurable system.

The following steps will show how we can manage duplicate entries with Deskera Open Source CRM in less than 5 steps.

Step 1: Go to Master Configuration

Step 2: Click on the Configure Record Duplication Policy button:

Step 3: Select the module where you want to configure:

Step 4: Select Headers to determine duplicate entries and Save:

Once the above steps are completed, you would receive a pop up alert should you create an entry that already exists based on the selection criteria (headers).

Please note that the selection criteria follow “AND” selection policy. So if you had selected “Email”, “Phone Number” and “Last Name” as the criteria, then you will only receive an alert if ALL the values in these headers are identical.

This is what the pop up alert will look like:

Users can then opt to override the original file, keep both files or discard the new file by clicking ‘Cancel’. Deskera Open Source CRM helps you manage duplicate entries and allows your salespeople to concentrate on what they do best!

To learn more about us, please visit Deskera Open Source.  You may also join our Open Source Community.

Smart Search

June 6th

With Deskera advanced search capabilities, it has never been easier to find exactly what you are looking for. Advanced search is available in all our major products such as CRM, HRMS, ERP, Inventory Management & Project Management. This feature allows you to locate anything from leads, accounts and opportunities in CRM to employee records, competencies in HRMS.

Using filter conjunctions such as ‘and’ as well as ‘or’, users are easily able to:

●      Narrow down or locate specific items in leads, products or opportunities,

●      Save searches so as to avoid making repeated queries and

●      Export search results to create new data lists with ease.

The following steps will show how we can conduct advance searches with Deskera Open Source CRM in less than 5 steps.

Step 1: Go to the list you want to search such as leads and click on ‘Advanced search’.

Step 2: Select the field you would like to search within.

Step 3 Key in the term you would like to search in the search bar and click the ‘Add’ button next to it. Your Search Parameter will appear below.

Step 4: Repeat Steps two and three to create another search parameter in a different field. You should now have two parameters.

Step 5: Select the Filter Conjunction of your choice and click on ‘Search’ to view your results below.

Saving Searches can also be saved easily. Simply enter the title you want to save the search as, click on ‘Remember Search’ and then proceed to your Dashboard to view your saved searches.

In less than 5 steps, Deskera Open Source CRM makes looking for items a breeze and allows your salespeople to concentrate on what they do best!

To learn more about us, please visit Deskera Open Source.  You may also join our Open Source Community.

cloud based CRMCRMduplicate entries in crmOpen SourceOpen source CRM

Manage Expenses better by Planning and Approving Trip Budgets

May 19th

Deskera eClaims lets you plan your trips before you incur the expenses. Before letting your sales personnel embark on a sales trip, you can have them plan out their expenses by applying for the trip.

Here’s how they can apply for a new trip:

Click to apply for a new trip

Click on the “New Trip Application” link under Trips. This lets you apply for and create Trips under which you can file expense claims.

Now a new tab opens for the new Trip:

Here the applicant can specify the trip details like destination, dates, expected expenses by types and also confirm to the stipulated check-list for adhering to expense policies in your company. All this helps you control expenses incurred in sales trips.

The system will also check later if the claimed expenses fall within the approved budgets. Also you can view reports on expenses incurred by Trips!

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