Comments on: Best Practices: Find, Categorize and Report http://blog.wbpsystems.com/2008/05/16/best-practices-find-categorize-and-report/ IT in the business Thu, 04 Dec 2008 23:53:06 +0000 http://wordpress.org/?v=2.6.5 By: Dan Brendstrup http://blog.wbpsystems.com/2008/05/16/best-practices-find-categorize-and-report/#comment-9589 Dan Brendstrup Fri, 21 Nov 2008 09:10:23 +0000 http://blog.wbpsystems.com/?p=124#comment-9589 The search features in Heap are indeed pretty powerful, but there are three features we'd love to have added to really allow us to create the searches we need: 1. Negative bucket selectors, i.e. being able to search for "category:east_coast_customers -category:newsletter_opt_outs". 2. Instead of adding search results to a static category, we'd love to create saved searches instead, so this list is dynamic and will automatically update when new customers meeting those criteria are added. 3. The ability to distinguish between leads, opportunities, customers and archives when searching, i.e. "category:east_coast_customers -kind:archive". In our specific case we're trying to compile a list to send out newsletters, and we want to include people from certain categories, but exclude people from one or two other categories, and of course exclude people from the archive, who should not receive our newsletter. To be able to do this from Heap would be great. The search features in Heap are indeed pretty powerful, but there are three features we’d love to have added to really allow us to create the searches we need:

1. Negative bucket selectors, i.e. being able to search for “category:east_coast_customers -category:newsletter_opt_outs”.
2. Instead of adding search results to a static category, we’d love to create saved searches instead, so this list is dynamic and will automatically update when new customers meeting those criteria are added.
3. The ability to distinguish between leads, opportunities, customers and archives when searching, i.e. “category:east_coast_customers -kind:archive”.

In our specific case we’re trying to compile a list to send out newsletters, and we want to include people from certain categories, but exclude people from one or two other categories, and of course exclude people from the archive, who should not receive our newsletter. To be able to do this from Heap would be great.

]]> By: Jason Rakowski http://blog.wbpsystems.com/2008/05/16/best-practices-find-categorize-and-report/#comment-9210 Jason Rakowski Fri, 16 May 2008 18:03:46 +0000 http://blog.wbpsystems.com/?p=124#comment-9210 Good Layout and design. I like your blog. I just added your RSS feed to my Google News Reader. . Jason Rakowski Good Layout and design. I like your blog. I just added your RSS feed to my Google News Reader. .

Jason Rakowski

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