Archive for February, 2010

‘Conditional Color Coding’ in Deskera CRM for better spreadsheet visibility

Thursday, February 25th, 2010

‘Conditional Color Coding’ in Deskera CRM allows you to change text color and background color of data based on user-defined conditions which enables you to easily differentiate between different campaigns, leads and more through intuitive color coding.

Conditional Formatting in Deskera CRM

‘Conditional Color Coding’ helps to answer various questions by making it easy to highlight interesting cells or range of cells, emphasize unusual values, and prioritize work by using different color schemes.  A conditional base format changes the appearance of a cell range based on user-defined condition. It also allows you to set multiple rules for the selected cell, row or column.

How to Apply Rules?

To apply rule on the selected cell, row or column you just have to click on ‘Conditional Color Coding’. A new window will appear where you select and specify your desired condition(s), select text color and background color. Done!

Click here to view Deskera CRM Demo.

Check out our latest video on CRM’s Conditional Color Coding functionality.

‘External Job Links’ in Deskera HRMS for effective Recruitment Management

Thursday, February 25th, 2010

External Job Links in Deskera HRMS enables you to simplify and accelerate the Recruitment Management process. Now Human Resource professionals don’t have to worry about entering information about external job applicants. They can easily provide link to the external applicants who can quickly apply for jobs by accessing these links.

It will allow external applicants to easily apply for jobs created within your organization without having access to your HRMS system. This enables your organization to accelerate the entire hiring process from identifying current vacancies, creating job postings, tracking applications, selecting candidates to managing joining process of new employees.

Key Features

  • Setup and manage both internal as well as external job postings.
  • Build up and source from a qualified, global pool of internal and external talent.
  • Set up and maintain all job vacancies in your organization with complete description for each job position and easily display them to external users.
  • Enable applicants to maintain comprehensive profile details including skills and qualifications, personal information, educational and work experience details and more.

Quick Tour

‘External Job Link’ for each active job is provided in the Recruitment Management module. The Human resource Professionals can provide this link to all job applicants.

External Job Link

External Candidates can easily access this page on the internet, review job details and apply online.

Apply for Jobs

Job applicants can specify all the details to apply for the job, upload their resume and submit it.

External Applicants can upload profile

The job application details are now captured in Deskera HRMS which can be reviewed by HR managers.

An email notification is send to the applicants confirming the status of their application.

To get a hands-on experience: Try Deskera HRMS

3 easy steps to effectively manage Email Campaigns in Deskera CRM

Monday, February 22nd, 2010

Run successful Email Campaigns and monitor their performance closely.

Deskera CRM allows you to easily add E-mail Marketing to your campaigns and monitor the effectiveness of your marketing campaigns in real time. This feature provides you with a complete campaign management makeover, which will definitely enhance your business prospects.

Create and manage Email Marketing in three easy steps:

Step 1: Create Target Lists

Create a list of people whom you want to target by using a particular email marketing campaign. ‘Create new target list’ by either adding targets/contacts or importing them from leads, contacts, targets or users easily. You can also import the existing target lists or upload an excel/csv file to create a new target list.

Also, watch our video below to learn more about creating a new target list.

Step 2: Add Email Marketing

Follow the simple steps given below to add an email marketing campaign:

  • Select an email template from the existing templates or add a new one. Click on ‘Next’ to move to the next step.

Select Email Template

  • Edit email template by selecting a theme from the list and changing the background color of your template. Click on ‘Next’ to finalize adding the email template.

Change Email Design

  • Get a snapshot of email marketing details to finalize the email campaign. You can carry out changes in any of the steps by clicking on ‘Previous’ or else click ‘Finish’ to add the campaign.

Finalize Email Marketing

Creating a new email template:

Create a new email template with rich text formatting by embedding pictures, videos and even MS Word documents. Create a new template by following the steps given below:

  • Enter the template details like template name, description and subject
  • Insert a parameter type and value to personalize your email
  • Add the template and carry out the changes as per your requirement.

Change Email Design

Step 3: Monitor Email Campaign Effectiveness

Monitor the effectiveness of your email marketing efforts through reports indicating the number of emails sent, actual customer views and email subscribers. Generate interactive bar graphs to view the status of your email marketing.


Also, view our interactive video on Deskera Campaign Management and Email Marketing on our blog post – “Effective Campaign Management, Email Marketing and more with Deskera CRM”.

Have Fun with Deskera!

User Specific Tasks in Deskera Project Management

Friday, February 5th, 2010

‘User Specific Tasks’ in Deskera Project Management allows you to easily define access and permission levels for the tasks assigned to each project member. These permission levels can be defined by the corresponding Project Administrator. The administrator can easily configure the display of the Project Plan for each project member.

Project Administrator can configure the following permission levels for each project member. The permissions can be set to view/modify either all and/or assigned tasks. The project administrator can also set a combination of ‘all’ and ‘assigned’ tasks either to view/modify tasks.

  1. View All Tasks in the Project Plan: This permission will allow user to only view all the tasks, to-dos, events and documents. Add new, modify and delete operations will not be allowed.
  2. Modify All Tasks in the Project Plan: The project member has access to the complete Project Plan. He can view/edit tasks in the Project Plan similar to the Project Administrator.
  3. View Assigned Tasks: The project member can only view the tasks assigned to him/her in the Project Plan. Add new, modify and delete operations will not be allowed to the project member.
  4. Modify Assigned Tasks: This project member can only update progress of the tasks that are assigned to him/her. Permissions for other modules will not be affected by this.

Project Member has limited access to Project Plan according to the defined Permission level

Try Deskera Project Management, NOW!

For any queries, drop us a line at support@deskera.com. We are happy to help!

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