In May we released integration with Beanstalk. This allows users of both Torch and Beanstalk to create time entries, check-off events/tasks and categorize the message without leaving the subversion commit process. Now, thanks to the folks at Beanstalk, we’ve enhanced this feature to allow direct access to changed files. Here is a sample message created through a Beanstalk commit:

If you click on “View” button next to a particular file it will take you directly to that file in Beanstalk:

How to setup Beanstalk integration >

For those of you who use MailChimp you can now integrate incoming information into Heap CRM using WebHooks. To get your URL, go to your help tab and select integration:

For the particular list you want to integrate select “Settings:”

Then select “WebHooks:”

Paste your URL from Heap into this spot:

Now when someone signs up for this list that doesn’t exist in Heap, they will be added. If they update their profile your entry in Heap will be updated (and they will be added to categories based on interest groups they select in MailChimp). If they unsubscribe they will be removed from categories based on their interest groups.

Here are a couple small improvements in Heap CRM:

You can now use the same variables you use with e-mail templates and Google Docs within event templates:

Additionally, you can now visualize your report data using location information or any prospect level custom value:

You can now visualize your underlying data for time entries and financial data in Torch Project Management. Select “visualize” on the time page or expand any of the Google Visualization API data source sections on the invoice export page:

You will see a visualization report that looks like this:

Torch is also now a Google Visualization API data source. Which means you can analyze Torch data in numerous Google Visualization gadgets; you can even build your own.

You can now visualize your underlying data for both standard and advanced search reports in Heap CRM. Select “visualize” from list mode on the standard report or summery report in advanced search reports:

You will see a visualization report that looks like this:

You can also take the data directly into Google Docs to perform custom visualizations:

Example custom visualization:

Heap is also now a Google Visualization API data source. Which means you can analyze Heap data in numerous Google Visualization gadgets; you can even build your own. At the bottom of the advanced search report and report list you can copy this URL.

After my post a couple of days ago, I’ve been inundated with questions that suggest there is some confusion about the difference between the partner program and the affiliates program. This post is intended to clarify.

What is the affiliates program:

This program allows you promote Heap CRM and Torch Project Management on your website, in person or really anywhere you can send a link. If the person signs up for a paying account, you get credit which can be used to pay your monthly bill.

Who can participate:

Anyone who is a hosted customer. You can find your links under the “Settings” tab under the “Affiliates” sub section.

Do I need to sign-up:

No. By just using the links provided you will get credit.

What is the partners program:

Heap CRM and Torch Project Management are also sold as pre-packaged products that can be installed on the customer’s server. Partners are a group of IT professionals that can help businesses select the right hardware and provide hardware/software support (backup services/upgrades/etc).

Who can participate:

IT professionals who have experience with MySQL and Apache.

Do I need to sign-up:

Yes. Partners are in a formalized agreement where WBP SYSTEMS.

We’re expanding our partner network into Europe and Canada. If you are a skilled MySQL and Apache practitioner and would like to sell Heap CRM Enterprise / OnSite and Torch Project Management Enterprise / OnSite as part of your overall business solution, please contact us at partners@wbpsystems.com.

For requirements, logos and marketing material visit our partner site >

Torch now supports gravatars and indicates what recipients will be notified of updates through e-mail alerts. Here is the new message details pages:

What is a gravatar (from the gravatar site):

A gravatar, or globally recognized avatar, is quite simply an image that follows you from site to site appearing beside your name when you do things.

Time Entries and Follow-up Events:

You can now enter and edit time entries and follow-up events much quicker. In the case of follow-up events you can now edit and add them from any view, you no longer have to open the message to enter edit mode.

Heap CRM now supports gravatars and indicates what recipients will be notified of updates through e-mail alerts. Here is the new message details pages:

Gravatars also show up on people throughout the application:

What is a gravatar (from the gravatar site):

A gravatar, or globally recognized avatar, is quite simply an image that follows you from site to site appearing beside your name when you do things.

Other new feature: new message operators -

You can now update the value and probability of the associated prospect when sending in e-mail using these new operators:

[value: 1000]
[probability:.5]

Normally, I only post updates to our products on this blog. However, the following is effectively an update to Heap and Torch, we just can’t take credit for it.

Last night the Google Mobile team posted an update to the iGoogle for iPhone and Android. What this update means to Heap and Torch users is that the existing Heap and Torch gadgets now work on your mobile device.

This is the new iGoogle mobile page:

Then I select Torch:

To get to the iGoogle mobile page you have to select it off of the main iGoogle page: