Access Torch Project Management on your Palm Device

March 19th, 2010

With the same interface as the iPhone and the Android, you can work on your Palm Pre or Pixi; even when offline.

Additional enhancements in this release:

  • Faster access for iPhone and Android users
  • More robust access for older Android devices
  • General bug fixes

Access Heap CRM on your Palm Device

March 19th, 2010

With the same interface as the iPhone and the Android, you can work on your Palm Pre or Pixi; even when offline.

Additional enhancements in this release:

  • Faster access for iPhone and Android users
  • More robust access for older Android devices
  • General bug fixes

Import/Export E-Mail and Event Templates in Heap CRM

March 4th, 2010

Have a creative set of sales activities? Helping others create an e-mail drip campaign? You can now import/export e-mail and event templates from Heap CRM:

These are just CSVs, so you can choose to create/edit them outside of Heap as well.

Update to Chrome Extensions

March 4th, 2010

The Torch Project Management To-Do Chrome Extension and Heap CRM My Events Chrome Extension now alert when you are near an event:

The extension will also play a one-second drum sound.

View Only Pinned Messages and Events in Torch

March 2nd, 2010

Torch Project Management not includes an options to only view pinned items under messages and the calendar:

Event Alerts in Offline Mobile Interface for Heap CRM and Torch Project Management

March 2nd, 2010

You can now choose to have a pop-up alert you of upcoming events in the mobile interface for both Heap CRM and Torch Project Management:

WebHook Support for Beanstalk Deployments in Torch

February 24th, 2010

In addition to receiving commit information from Beanstalk, you can now receive deployment notifications in Torch Project Management. Just drop your Torch webhook url into your deployment settings. Then when you deploy:

It will create a message:

Just like any other webhook interaction, deployments are scanned for pin, time, expense, complete, event/task and category instructions (as many as you want).

WuFoo (and others) Form Remapping Support in Torch Project Management

February 23rd, 2010

You can now much more easily send your WuFoo forms to Torch Project Management. Let’s setup a contact form.

1) Get the WebHook URL (under your help tab->integration) and paste it into the WuFoo WebHook url.

2) Fill out the form. Enter the Torch field you want the data to land in:

3) Torch detects that it received some data that wasn’t properly mapped, but it seemed like it could be, so it sends you an e-mail:

4) Paste the remap text into the HandshakeKey field in WuFoo.

Now, any form post will be placed in the proper fields in Torch. This method works with any web app that supports a remap or HankshakeKey field.

WuFoo (and others) Form Remapping Support in Heap CRM

February 20th, 2010

You can now much more easily send your WuFoo forms to Heap CRM. Heap’s WebHook can create a person, prospect or message depending on what fields you send. Let’s setup a contact form.

1) Get the WebHook URL (under your help tab->integration) and paste it into the WuFoo WebHook url:

2) Fill out the form. Enter the Heap field you want the data to land in. If the WuFoo “special” form field doesn’t allow you to do that, just enter valid example content (e.g any valid e-mail, any valid phone number, etc.):

3) Heap detects that it received some data that wasn’t properly mapped, but it seemed like it could be, so it sends you an e-mail:

4) Paste the remap text into the HandshakeKey field in WuFoo.

Now, any form post will be placed in the proper fields in Heap. This method works with any web app that supports a remap or HankshakeKey field.

Fire Event Templates on Multiple Prospects in Heap CRM

February 18th, 2010

You can now apply/fire an event template against multiple prospects at once in Heap CRM:

Just like an import, export or email, this applies to what you are looking at. So if you apply this to the all leads view, it will fire the event template against all leads (i.e. you probably don’t want to do this). If you are looking at a particular category, it will fire against that category and if you are looking at a particular managing user it will fire on the transactions where the selected user is a managing user.