Deskera Releases
Learn what is new and improved in the latest updates on Deskera CRM
Date of Release: July 13, 2021
1. State change in OAuth setup with Office 365 Integration
2. Login CSRF due to broken state parameter in Google Oauth Login
Date of Release: June 16, 2021
- Health check changes for website builder
- Contact Module - default sorting in contact list should be on the created at field in DESC order
Date of Release: June 2, 2021
1. Maintain Dynamic segment and contact mapping to optimize segment APIs
2. Webhooks- Put a limit on the number of active webhook keys for a user
Date of Release: May 19, 2021
1. The option to choose the account while syncing the contact between Books and CRM
2. Email Throttling for Campaign when selecting own SMTP account details
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:
- Added date type in custom field module
- Added Deal Name field in activity email template
- Added delete option for Dynamic Segment on Contact Screen and updated delete workflow for segments
Date of Release: March 23, 2021
New features released:
- Implemented filters in the Support ticket (i.e. Date, Id, Priority, Type and others)
- Emails notification for Activity sent to associated contacts
Date of Release: March 08, 2021
New features released:
- Run Campaign on Dynamic Segments
- Filters revamped for Contact Screen
- The ability to select all contacts from first page in contact module
- Deal lost reason added on Deal Details Page
- Campaign Tracking filters and UI updates
- Added currency and country custom fields
Date of Release: February 18, 2021
New features released:
- Revamped UI for Segment
- Campaign UI Changes
- Option to remove branding based on plan for Web to Form
- Implementation of visibility for Activity
Date of Release: February 10, 2021
New features released:
Date of Release: February 02, 2021
New features released:
- Custom Field new UI
- Auto Sync of Activities from Office 365 to CRM
- Quick Help Link
- Activities creation with Start and End Date instead of Duration
Date of Release: January 10, 2021
New features released:
- Web to Form for Deal
- Search and Filter in Deals modules.
- Campaign Tracking Page
- Auto Sync contacts from Office 365
- Customize column for contacts grid
Date of Release: January 05, 2021
New features released:
- Campaign Filter for Statistics
- Contact Address Sync from Book to CRMs
- Create and update segment via Campaign statistics page
Date of Release: November 17, 2020
New feature released:
Date of Release: October 10, 2020
New feature released:
Date of Release: October 9, 2020
New features released:
- Audit Trail completion for Contact
- Support attachments in email received for creating tickets
- Show Powered by Deskera Logo on all Help Site Pages
- Email Campaign- Show Deskera name and logo in the footer of all email templates
Date of Release: September 2, 2020
New features released:
- Support and Tickets (Connect Email(s) and Unlink Email, Create/Edit/Delete Ticket Views, Create,Edit,Delete Tickets, Create Ticket by Sending Email)
- Campaign Editor changes
Date of Release: August 18, 2020
New feature released:
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…
Janhavi Wagh
- 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…
Janhavi Wagh
- 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…
Janhavi Wagh
- 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…
Janhavi Wagh