Deskera Releases

Learn what is new and improved in the latest updates on Deskera CRM

Date of Release: April 29, 2021

  • Created At field added in Filter Options for Deal and Contact.
  • Export All fields in the Deal Sections.

Date of Release: April 22, 2021

  • Webhook - Support incoming webhooks so that your contacts from Google can be created in CRM.

Date of Release: April 02, 2021

New features released:

Date of Release: March 23, 2021

New features released:

Date of Release: March 08, 2021

New features released:

Date of Release: February 18, 2021

New features released:

  1. Revamped UI for Segment
  2. Campaign UI Changes
  3. Option to remove branding based on plan for Web to Form
  4. Implementation of visibility for Activity

Date of Release: February 10, 2021

New features released:

  1. Revamped UI for Contact Import
  2. Added globalisation language support for French,Spanish and German

Date of Release: February 02, 2021

New features released:

  1. Custom Field new UI
  2. Auto Sync of Activities from Office 365 to CRM
  3. Quick Help Link
  4. Activities creation with Start and End Date instead of Duration

Date of Release: January 10, 2021

New features released:

  1. Web to Form for Deal
  2. Search and Filter in Deals modules.
  3. Campaign Tracking Page
  4. Auto Sync contacts from Office 365
  5. Customize column for contacts grid

Date of Release: January 05, 2021

New features released:

  1. Campaign Filter for Statistics
  2. Contact Address Sync from Book to CRMs
  3. Create and update segment via Campaign statistics page

Date of Release: November 17, 2020

New feature released:

  1. Web to form

Date of Release: October 10, 2020

New feature released:

  1. Dashboard Revamp (Complete redesign of Dashboard Page

Date of Release: October 9, 2020

New features released:

  1. Audit Trail completion for Contact
  2. Support attachments in email received for creating tickets
  3. Show Powered by Deskera Logo on all Help Site Pages
  4. Email Campaign- Show Deskera name and logo in the footer of all email templates

Date of Release: September 2, 2020

New features released:

  1. Support and Tickets (Connect Email(s) and Unlink Email, Create/Edit/Delete Ticket Views, Create,Edit,Delete Tickets, Create Ticket by Sending Email)
  2. Campaign Editor changes

Date of Release: August 18, 2020

New feature released:

  1. Help Center Guide (Add/Edit/Delete sections and articles. Publish, Unpublish, Draft and Archive Articles)

Date of Release: July 3, 2020

New features released:

1. In this release, we have updated the improved version of Deskera Sales. You should be able to view the changes made to the following features as mentioned below:

  • Improved on the Deal functionality. The toggle button in the Deal Module enables the user to mark the deal as won or lost, and vice versa, so you can change the status when necessary.
Edit, change and delete deal in Deskera CRM
Follow the instructions stated below to make changes to the deal: 1. Select the ‘Pipeline’ tab on the sidebar menu. 2. You’ll see multiple deals you have created in different stages of pipelines. 3. Click on the arrow sign at the right end of the individual deal card. 4. You can choose the edit…
  • The previous user setting module on Deskera Sales is now linked directly to the User Setting on Go Deskera page.
How do I add new users using Deskera CRM?
Adding users to the Deskera CRM system is very simple. You will be an Admin by default if you are the first user of the system, andyour name will be reflected in the user management list in Deskera Cloud. Follow the steps below to grant system access to your employees: 1. Click the Settings i…
  • Email integration functionality in both the Deal and Contact Modules. Users have the option to connect to their Gmail account and turn off the email synchronization if they choose to disconnect their gmail account from Deskera Sales.
How to connect email account using Deskera CRM?
With Email Sync in Deskera CRM, you can automatically capture your messages toand from your Contacts to your Account Activities. Once set up, any messages exchanged between your Deskera CRM Users, and Contactswill record to the account timeline. It means you have a full record of all yourcorre…
  • An updated version of the Audit Trail Module.
What’s an audit trail in Deskera CRM?
The Audit Trail on Deskera CRM is a tool that allows site administrators to viewactions performed by users and administrators or by end-users to their ownaccounts. All actions performed from within the system are captured in this module. To view the audit trail on Deskera CRM, follow the steps…