Archive for January, 2008

New Address Data Detector in Heap CRM

Sunday, January 27th, 2008

Next time you have an address in an e-mail, message, comment, etc. you might notice a small globe similar to this.

Address Data Detector

This is a data detector (Heap's newest) and if you click on it, it takes you to the location on Google Maps straight away.

Address Data Detector

Text fields in Heap are extremely smart. They of course detect things like e-mails and websites, but they also detect more exotic items such as UPS numbers and chat clients.

Very Simple To-Dos in Heap CRM

Sunday, January 27th, 2008

Ever want to create a to-do list within a message? Sure you could use follow-up events, but that's probably an overkill for something like a shopping list. Instead let's use this little trick.

Here's my shopping list:

Costco Shopping List: Copy Paper, Pens, MacBook Air

Ok, one of these I need to draw attention to (with @highlight), because we are completely out and one I already purchased, so I can mark that off (with @done).

Costco Shopping List: Copy Paper, Pens, MacBook Air

Heap CRM >

Set Goals with Heap CRM

Sunday, January 20th, 2008

We've just added goals in Heap CRM. Take a look the reports page.

New Goals Button

OK, enter some goals

Enter some goals

Alright, now there is an indicator displaying which goals are complete and which goals need some attention. You can apply goals based on category, user, month whatever.

Goals Final with Indicators

PayPal and Lump-Sum Payments now in Heap CRM

Friday, January 18th, 2008

You've requested the ability to pay with PayPal. You've requested to pay in advance. We just released both in one simple feature.

Go under "Settings" then "Account"

Settings - Account

Click the "Pre-Pay with PayPal"

Select Amount

Select one of the suggested amounts to pay (there is also an "other" option to allow you to enter any number you like)

Log into PayPal

Login to PayPal

Once logged in you can select any funding source you like (so yes that means you can pay with eCheck, Credit Card, etc.)

Confirm

Confirm

Look at your new account balance

New Account Balance