TeamDesk Blog

TeamDesk crew on data management, online databases, behind-the-scene info, and other cool data-related stuff.

Invoicing with Client Portal

We have improved our Invoicing application. The application has been extended with the Client Portal, allowing the customer to update own information, browse invoices and see the balance. Moreover, customers should not necessary be registered TeamDesk users, and do not require a license to access the portal. Customer authentication and information processing on the portal…

Just What I Need

I spent many months searching, downloading and trialling all types of customer management and ordering databases. I stumbled upon Teamdesk by accident, joined up for a trial and 3 weeks later I managed (with some customisation) to produce exactly what I was looking for. Our organisation consists of 1 Factory, two shops and three websites…

View Personalization

TeamDesk users can now apply custom sort order by clicking column headers. They also have an ability to hide columns from the views and show them back by clicking Customize Columns link located in the view header. Changes made by the user do not affect other users or application setup and can always be restored…

Record Picker Improvement

Record picker views now accept filtering condition with parameters. When filter expression have the parameters, parameters input controls are rendered instead of full text search box. In absense of parameters in the filter condition the record picker works like before.

Default Value as Formula

We have updated the way default values are handled in TeamDesk. Duration and Time columns now support default values. The interface is unified now and supports entering the value or the formula. Constant values can now be entered the same way they are entered in edit form. They are handled according to user’s locale settings….

How to calculate job duration?

We have received many advanced customization requests from our clients. We’ll try to generalize it and create series of sample applications to help you understand how you can obtain more from your TeamDesk application. Today we present you the first application: How to calculate job duration? This preconfigured web-based application shows how to calculate job…

Surveys Online

We’ve redesigned Surveys Online application. This pre-configured web-based application allows creating simple and flexible web-based surveys and analyzing the results.

Deal Management

New Deal Management application is added to the application library: This preconfigured web-based application allows storing everything you need to get the deal closed in one place. What’s Tracked? Deals – application is built around deals. A deal is a business opportunity. Contacts – all of your contacts supporting your deals. Tasks – a simple…

Leads Management

We’ve redesigned Leads Management application. This preconfigured web-based application provides your team with a centralized searchable environment to manage sales leads. What’s Tracked? Leads Tasks Events Calls Outbound E-Mails with E-Mail Templates Notes & Attachments