Archive for June, 2008

The JavaScript Add-On API for Heap CRM

Wednesday, June 25th, 2008

The Add-On API is quite simply the most important feature enhancement we have ever released for Heap CRM. With it (and knowledge of JavaScript), any developer can create new features and functions for Heap.

An Add-On can interact with Heap data, store their own data and interact with other websites. In short, they can do everything they need to do directly from JavaScript.

Developers can learn more here. Admin users of all three lines of Heap CRM can install Add-Ons from the Settings->Account screen. Once installed each Add-On will appear as a tab within Heap.

Torch Project Management: Best Practices #1

Friday, June 20th, 2008

So, here's a few tips on how to use Torch better:

1) Use Pins

Pin's are a way to mark an event or task as something special for you. When you pin something, you are only pinning it for yourself (though other users can pin the same item).

I use them to mark tasks that are my responsibility. Then on the dashboard I can toggle between uncompleted items and uncompleted items that I need to do.

2) Categorize Everything

Messages, events and Google Docs can all be placed in categories. They can also be created without a category, but try to place every item in a category. This may seem pointless early on, but it is immensely useful once the project is of any size and you are trying to find something.

For instance. If I'm trying to find a bit of text, I can search for it limiting to just search a particular category (by typing something like "search phrase category: category name"). This will produce a much shorter search result.

3) Archive Old Projects

By archiving old projects, you not only get them out of the way, but you lower their priority. So when you CC or forward e-mail into Torch it assigns it to an active project. This is particularly important if you have multiple projects with the same name or multiple projects with the same external users.

Torch Permissions Explained

Friday, June 20th, 2008

In Torch there are two different types of users: external and internal. Internal users are for people in your company. External users are for everyone else.

Internal users have access to everything. They can create bids, invoices, projects, etc. And they automatically have access to all projects.

External users, by contrast, only have access to read bids and invoices and only when they are out of the draft stage. They also only have access to a project when you specifically grant them access. They have no access to the time tracking section.

How to grant an External User Access:

Under the project that you want to grant them access to, go to the "Project" tab and select "Project Access."

Simply checking the box next to their name will grant them access to the project.

Also, when you send an external user a bid or invoice over e-mail, it automatically grants them access to the project that the bid or invoice is in.

Torch Project Management

Monday, June 16th, 2008

Torch Project Management is now available. Take a look here:

http://torch.wbpsystems.com

Torch isn't just a tool to help you collaborate on projects, it's also a tool for bidding and invoicing those projects. Give it a try, it's free until September.