Archive for September, 2007

E-Mail and Event Templates, Together at Last!

Friday, September 28th, 2007

E-Mail templates allow you to send E-Mail messages on a schedule and event templates allow you to schedule a large number of events all at once. But until today, they couldn't work together in Heap CRM; now they can.

Let's say I want to setup an event template that I use every time I get a new lead. Ok, nothing here has changed I'm just going to add an event in 7 days to call the lead.

Call the Lead

Ok, now I want to setup an event to E-Mail them in 14 days. Again, just enter the 14 and the title of the event, but this time I'm going to select an E-Mail template to send.

E-Mail Them

Finally, let's setup a final E-Mail for 90 days from today.

Final E-Mail

Heap CRM Calendar Enhancements

Friday, September 28th, 2007

Ever want to move an event from one calendar to another in Heap CRM? Ever want to move an event from month? Now you can, just by dragging.

Say I want to move an event from one calendar to another, just unlock the event and start dragging.

Drag and Drop Calendar to Calendar

Then drop on the calendar you want the event.

Same with moving events from month to month. Unlock the event and drag to the month that you want.

Drag and Drop Month to Month

Follow-up Events in Heap CRM

Thursday, September 6th, 2007

One of the great advantages to Heap CRM is its simplicity, there are only two types of information: Messages and Events. Have an e-mail, well that's a message. Have a task, well that's just an event without a time. It doesn't matter whether it was a phone message, file, appointment or really anything else, it would always fit into these categories. But there really wasn't any connection between messages and events. Now there is.

Let's say I need to take some notes about a meeting I had with a client. Simple enough, take them down and associate the message.

Follow-Up Event Message

But really there are three things that I need to do relating to this message. One is an appointment, two are tasks and they are on a different calendar. No problem. Just click on the "Add a Follow-up Event." As you can see you can have as many events as you want, you just use the "Add Another Event" button to add another event to the message.

Follow-Up Event - Multiple Events

Great, I'm ready to post.

Follow-Up Event Message Post

Ok, so I can see the events here, and I can check them off here as well, but how do they look on the calendar?

Follow-up Event Calendar

You'll notice we have new icon on this event. Just like the tiny person icon gave you way to see associations, the tiny message icon let's you see associations to messages. As you would expect, if you click on the message icon it will take you to the message.