Archive for February, 2008

Search by Category, Association, Calendar or Tag in Heap CRM

Wednesday, February 27th, 2008

We've just released a massive enhancement to our search system. You can now search:

  1. Only in a specific category (or on a specific calendar)
  2. Only on items associated to a particular prospect
  3. Only for items with a specific tag
  4. Some combination of the above

Learn more here >

Fixing the iCal “Calendar Cache” Bug in Leopard

Monday, February 18th, 2008

There is this annoying bug in Leopard's iCal called the "calendar cache" bug or the "stuck" bug. It's an issue with iCalendar feeds. Sometimes when an event is edited or modified in an iCalendar feed, Apple iCal doesn't properly update the event.

This is a problem for many web based applications (like Heap CRM) that provide iCalendar feeds. The reason this is sometimes called the "calendar cache" bug is because this problem is all about the "calendar cache." Apple iCal has cached the event, it just doesn't think there is any reason to look to see if it has been updated. By simply deleting the calendar calendar cache, it forces iCal to update the event.

Obviously, to delete the calendar cache on a regular schedule by hand makes no practical sense. So I wrote what I have to assume is simplest Automator script ever written.

Automator to Fix iCal Bug

I also have this saved as an application, so that I can run it in the background. What I personally do is have the application run every time I login. So at least once a day the iCal feeds are forced to update. You can run it as many times as you like, or assign it to a schedule.

iCal Fix (Application)
iCal Fix (Automator Workflow)

Save Search to Category with Heap CRM

Saturday, February 9th, 2008

Save Search to Category with Heap CRM

Ever want to put all of your search results in a category; now you can with save search to category.

Here's how it works. When you search people or leads, opportunities, customers and archives just click on the "save to category" button and all of your search results will be added to that category. You can even create a new category right there on the fly.

If you are searching messages or events, when you click one of the "save search to category" buttons, all of people associated with your search results will be added to that category.

With this tool you can now create temporary (or permanent) categories very quickly.

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Send Your Voice to Heap CRM

Sunday, February 3rd, 2008

Ever needed to take a note when you only had a phone? Now you can with Jott. Jott is a service that converts voice messages to text and either sends them in e-mail or forwards them to a web 2.0 application (like Heap).

Here's how you set it up.

1) Sign-up for a Jott account at Jott.com (it's free)* *(EDIT: This was true when this post was written, however, Jott has started to charge to connect to business services)
2) Go to the tab labeled "Jott Links"
3) Click on the "Add it Here" button on the right
4) OK, fill out this form like so:

Jott Link Setup for Heap CRM

Setup URL:http://www.wbpsystems.com/jott/login.php
Link URL: http://www.wbpsystems.com/jott/api.php

5) Enter your e-mail password to your Heap CRM Account.

Setup Jott Link

6) Select your account

Setup Jott Link

That's it! Now you can send messages to Heap directly from your phone.