Archive for the ‘New Feature(s)’ Category

Deskera HRMS – July Release

Friday, July 1st, 2011

Deskera HRMSWe want to share with you the latest update on Deskera HRMS. There are a lot of enhancements in the new release and we have fixed a few bugs which were reported in the last month. As always, the changes are based on your feedback and will make your business Better, Easier, Faster.

New Features:

  • Time-sheets can be now saved as drafts, for inspection, before submission
  • Sticky Appraisal Reports ensure that the appraisal reports are available even if the employee’s role or designation changes
  • A notification email is sent to the employee as soon as the goals are assigned to them
  • You can now export Appraisal Forms to PDF and get their printouts
  • Appraisal Reports could be now downloaded directly from emails by Reviewers
  • Employee termination/rehiring process could be scheduled for future date

In addition to the above, there are 10+ bug fixes which were reported in the past month.

To know more about Deskera HRMS, the complete on demand HR solution, please visit –

Let us know your valuable thoughts on the new features and share with us the changes that you would like to see.

Deskera CRM – June Release

Tuesday, June 28th, 2011

Deskera CRM dashboardWith this release, Deskera CRM has become more robust and feature rich. Let us take a look at all the new features which will help your business become Better, Easier, Faster.

New Features & Enhancements:

Campaign Management:

  • A new functionality now allows for targets who have opened or viewed the emails to be converted into leads for follow up.
  • Leads can be captured from campaigns directly, making the entire transition from campaigns to lead follow-up seamless.
  • More fonts have been added to the system to ensure that you have the tools to create the kind of content that will grab attention.

Case Management:

  • Comments can be now exported with a simple click.
  • You can see a chart view for Contacts with High Priority Cases.
  • Reports of customer contacts could be sorted by priority and status among other things.
  • A pie chart is now available to show newly added cases by priority.

These measures would ensure appropriate focus and follow up for high priority cases.

Lead, Opportunity & Account Management:

  • You can now see “List View” & “Chart View” for Leads Pipeline report.
  • The Opportunity by Stage report now includes pie charts and bar graphs for both “Opportunity by Stage” and “Stage by Sales Amount” report to show the complete picture.
  • Opportunities could be sorted and reports generated by the Opportunity Type.

These enhancements ensure that the complete picture is always available for management to make quick and informed decisions.

Please let us know your views and thoughts on the new features. Your feedback is important to us.

Stay updated on the latest news and updates from Deskera CRM by following us on Facebook and Twitter.

Deskera CRM – Case SLA Management

Wednesday, June 15th, 2011

Deskera CRM - Configure SLA

These are exciting times. Our development team has come with a great new addition to the already long list of amazing features available in Deskera CRM. These features, a result of our customer-centric approach to development, will directly impact your business, making it better, easier, faster. Let’s take a look at the new enhancement – Service Level Agreement (SLA) Management for cases:

With this functionality, SLAs could be defined for responding to cases created, with escalation rules to ensure follow up and timely closure. This functionality makes Deskera CRM one of the most comprehensive, most feature-rich, web-based CRM solution.

The SLAs can be defined and set up in the master configuration screen. Once they are set up, the SLAs could be assigned to any open case.

Email notifications would be send if the case is not closed on time. When cases are closed on time, email notification could be set up to inform about the appropriate outcome. This enables you to keep track of all customer queries and cases at all times and take appropriate action.

With this enhanced capability, Deskera CRM has moved from being primarily a sales and marketing CRM to one with extensive features for handling post sales customer contacts, and is part of the

Please let us know your thoughts and views on the new enhancements. You could visit for more information.

You could also follow us on Facebook here, and on Twitter here.

Deskera CRM – May Release

Saturday, May 14th, 2011

Deskera CRMThe best just got better.

We’re glad to share with you the following updates to Deskera CRM which will help run your business better, easier, faster.

  • Multi-File Upload — Save time by uploading multiple files at once in “Campaign Management”
  • CRM on the go — Now you can use your Blackberry device to
    • Set goals in CRM for your workforce
    • View list of critical overdue tasks
  • Better Reporting:
    • “Total” row added in Opportunity by Region report
    • Added functionality to show 3 Opportunity Report’s graphs on the Dashboard
  • Other Items – This release includes 10+ bug fixes and performance issues reported in the last few weeks:
    • Significant performance improvement in “Mass Updates” in Leads, Contacts and Accounts modules.
    • Significant performance improvement in calculation of formulas in Leads, Accounts, Contacts, Cases, Opportunity, Products and Campaigns modules.

To get to know more about Deskera CRM please visit

If you want to know more about how we can make your business run better, easier, faster then please visit or write to us on

Deskera Project Management – May Release

Wednesday, May 11th, 2011

Deskera Project ManagmentNow you can do more with Deskera Project Management. Our development team has been working tirelessly to tweak the application and make it better, easier, faster. Here is a sneak preview at some of the changes that will be visible with the new release of the project management application.

  • You can now embed project report charts as “Reportlet” on external websites
  • Dashboard project chart widget now shows progress and time charts for individual projects

  • Milestone stack – We take timelines and milestones, and stack them to give an useful high-level overview of all projects of a company
    Milestone Stack
  • Seamless content integration between contacts and chat window
  • Default task start date is now set to project start date instead of current date, when project has future start.
  • Inform when file-type is incompatible while importing in Team Calendar
    Project Management - File Import
  • Other items – This release fixes 15+  issues reported over last few weeks.

To get to know more about Deskera Project Management please visit

If you want to know more about how we can make your business run better, easier, faster then please visit or write to us on

Deskera Accounting – May Release

Wednesday, May 11th, 2011

Deskera ERPThe tweaks in Deskera Accounting May release would make Deskera Accounting more robust and user-friendly.

Listed below are the highlights which will be in this month’s release:

  • The “Sales Tax Report” now will have a more user friendly feel with the default search mode renamed – “Quick Search” and the default
  • Addition of functionality to directly view invoice details in “Aged Payables”
  • Chart View in “Aged Payables” would display data from last financial year
  • Deletion of parent account would lead to the automatic deletion of the sub-accounts
  • Automatic calulation of quanitity in Debit Note
  • Ability to set a future date exchange rate

This release also includes 25+ bug fixes reported over last few months.

To get to know more about Deskera Accounting please visit

If you want to know more about how we can make your business run better, easier, faster then please visit or write to us on

Deskera HRMS – May Release

Monday, May 9th, 2011

Deskera HRMSThe May release of Deskera HRMS brings additional functionality to an already accomplished application, making it better, easier and faster to use.

Here are some of the features from the new release:

  • A new dashboard widget for “Alerts” added to ensure you do not miss out on any important activity
  • More prominent duplicate alerts for sub-fields in Master Configuration
  • In Payroll, if a new template with the same name is added, it automatically replaces the older template
  • Improved management of competencies – intuitive functionality to delete questions
  • duplication error Deskera HRMSThe system now prompts if the “Basic” salary component is not added
  • Built-in check to ensure Appraisal Cycle names are not repeated to avoid confusion

In addition to the above, we have fixed a few bugs which were noticed in the last few weeks.

To get to know more about Deskera HRMS please visit

If you want to know more about how we can make your business run better, easier, faster then please visit or write to us on

Deskera CRM January Release

Monday, January 24th, 2011

We wanted to let you know about a big new Deskera CRM update we’re rolling out shortly and give you a heads up so you know it’s coming. [Update - This release has been rolled out on Jan 25]

We’ve been testing these new features with our partners for the past 4-5 weeks or so. Some of the features going out are as following:

  • Deep search within documents – This has been a popular feature request for Deskera CRM. While this has been available on Deskera Project Management for a long time now, it took us some time to provide it on Deskera CRM. You will now be able to perform a full text search within the document contents
  • Improved performance on the dashboard and WYSIWYG leads spreadsheets – We continuously work on improving user experience and application performance and you’ll see a remarkable improvement when you login into the application as well as when you access Leads module subsequently. We know that we’re not done yet and we’ll come out with much better performance in next few releases.
  • Real-time updates – If several team members are updating their records (leads, opportunities, accounts, cases) at the same time, Deskera CRM will provide real-time updates to everyone online as the records get updated. This will help you manage your data better and collaborate in real-time.
  • Auto-fill while creation of Contacts – You will now be able to add multiple contacts in accounts and opportunities without bothering about filling the entire information again and again. The data that we can copy over to contacts will be auto-filled while adding a new contact.
  • One-click backup – We understand that the data you enter in Deskera CRM belongs to you, so we have made it much easier to download and back-up your data at single click. This feature will be available to the company administrator under administration options.

  • More goal types – You will now be able to define goals for your team members with
    • No of Accounts,
    • Total revenue from Accounts,
    • No of Opportunities,
    • Total sales amount from Opportunities

    We are working on another set of enhancements of this feature which will allow you to define goals on any measurable parameter throughout the system. This is planned for one of our coming releases.

  • Other items – This release fixes 110+ issues reported over last few weeks. Some of them include
    • Column layout and configuration not being retained across sessions
    • Better timezone support and added more timezones for our customers across the world
    • Option to disable Deskera tour

Deskera Accounting

Tuesday, November 3rd, 2009

Here’s a nice problem to have: too many people are giving you money. Not to be confused with too many people owing you money, which is a terrible problem to have. We at Deskera can’t tell you how to get in touch with some nice gentlemen of the leg-breaking persuasion, but we can certainly help you out with tracking all of your payments and invoices.

Deskera Accounting is built on a great idea: take the simplest, most straightforward way to do something, the way that requires the least amount of setting up and learning new concepts – and then improve it just enough to make it really, really convenient. Every small business owner has gone through that early stage where they kept a list of outstanding payments in an Excel spreadsheet. That’s the way accounting has been done throughout human history. I think the old Civilization games had double-entry bookkeeping in their science tree. Since almost everyone has a copy of Office (or OpenOffice, or MS Works if you’re a home user who bought your computer from a really silly retailer), a spreadsheet is just the path of least resistance for making a list. Don’t believe us ?

…we only had to watch about five customers using the product before we realized that an enormous number of people just use Excel to keep lists. They are not entering any formulas or doing any calculation at all! We hadn’t even considered this before. Keeping lists turned out to be far more popular than any other activity with Excel. – Joel Spolsky in The Process of Designing a Product

Using Deskera Accounting is no more difficult than keeping a list in a spreadsheet. There is nothing that you need to know about accounting, or information management, or databases, to get the best out of this tool. But you do get a lot of surprisingly convenient little functions. Not just the sort of thing you’d expect from any competent accounting application, but the sort of thing that makes you go “hey, that’s really cool!”.

Here’s my favorite example. If you go to the Deskera Accounting dashboard and click on Company Preferences > Account Preferences, you’ll see a section called Automatic Number Generation. This is a really simple way to tell Deskera Accounting how to generate invoice numbers. You can enter any combination of letters, numbers and special characters, and that combo will be automatically used in every payment slip you make. Just place zeroes in there somewhere, and the software will replace them with sequential, automatically incrementing numbers.

Of course, this is a basic function of an accounting system, but what I really like is that you can set this up in just a couple of clicks – you don’t have to go looking through a bunch of menus and settings, and figuring out how the software thinks about this particular variable.

It’s no more difficult than typing a number into a spreadsheet.

Check out our video to learn more about our Deskera ERP and its unique features on our post – “Efficient processing of all your Financial Transactions with Deskera ERP”.

Embed your Project Plan and Gantt Chart anywhere on the web!

Thursday, November 13th, 2008

Deskera is the only truly Microsoft Project Compatible project management software available. You can import your existing Microsoft Project plans, collaborate on them and export the updated plan back to Microsoft Project.

Now Deskera allows you to embed your project plan anywhere on the web.

  1. Get the embed code from the Export option in Deskera
  2. Paste it into your website, blog or any HTML editor
  3. You can change the dimensions of the plan to suit the destination

Some of the benefits:

  1. Any updates to the plan in Deskera will automatically be reflected
  2. Search-as-you-type on your embedded plan
  3. View the true Work Breakdown Structure – expand task lists for a complete view
  4. View task details on the Gantt Chart as well
  5. Give your clients and project stakeholders complete visibility – Accurate project status. Every time.
  6. Get feedback on your project plan from colleagues and experts.

Also now you can not only work on your Project Plans on the web, but also publish them anywhere on the web. Deskera is definitely the best Microsoft Project Viewer around!

Embed Project Plans – Increase Visibility. Incorporate Feedback. Improve Efficiencies.

What are you waiting for? Sign Up.

Feature Release – Import and Export Calendars in Deskera

Wednesday, November 12th, 2008

You can now access your Deskera calendars from any calendar that supports iCal, including Microsoft Outlook, Google, Yahoo, Blackberry, iPhone etc.


Using the URL provided, you can access events from all your Deskera calendars in any calendar you choose. You can also choose to export only individual calendars. Learn more about how to export calendars in Deskera.

Whenever your project events are updated in Deskera, you will automatically be notified on your other calendars, whether MS Outlook, Google, etc or your mobile calendars.

This means that now you don’t even have to log in to Deskera to be in sync with your project events. Stay informed of your schedule on the move.

You can also import your existing events in other calendars to Deskera.  So along with importing your existing Microsoft Project plan to Deskera, you can also move your existing schedule and events in Microsoft Outlook, Google, Yahoo, Blackberry, iPhone, etc to Deskera.

One more step towards being the single application for all your project management needs.

Send E-mail Notifications for To-dos

Monday, October 20th, 2008

Now you can send email notifications for to-dos. Once you create a to-do and assign it to a team member, you can choose to notify the to-do owners by e-mail.

You can select multiple to-dos by holding down ‘Ctrl’ and send multiple notifications at once. We’ve also improved the Mark-as-Done UI by replacing the old checkbox with a neat ‘Tick’ icon.

And thanks to all our customers who said they loved the drag-and-drop functionality. Give it a go at and tell us what you think.

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