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

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 >

This entry was posted on Wednesday, February 27th, 2008 at 8:07 pm and is filed under Heap. You can follow any responses to this entry through the RSS 2.0 feed.

2 Responses to “Search by Category, Association, Calendar or Tag in Heap CRM”

  1. Jonathan Heuer Says:
    February 28th, 2008 at 10:26 am

    Very cool enhancement Ben. You’re doing great work. Now that you’ve got such a robust search function, I’m wondering about batch changes. For instance, I’d like to search through leads by certain criteria, and then assign all the search results to a certain user. Is that possible?

  2. Ben Says:
    February 28th, 2008 at 10:36 am

    You can’t assign the search results to an user, but you can assign them to a category:

    http://blog.wbpsystems.com/2008/02/09/save-search-to-category-with-heap-crm/

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