Archive for August, 2008

Heap CRM / Torch Project Management Integration

Saturday, August 30th, 2008

You can now create Torch projects (and users) directly from Heap CRM. Or, associate an existing project to Heap.

First, fill out your information under the users tab.

Now, under any lead, opportunity, customer or archive you can add a project. Heap will automatically create "external users" (and grant access to the project) for both the primary contact and any related people.

Now you can easily see what projects are related to a particular lead, opportunity, customer or archive.

The View from Many Dashboards

Thursday, August 14th, 2008

Torch Project Management has been enhanced with a new dashboard system. You can now view items across all non-archived projects.

Just like the project dashboard, the most recent messages are listed (pinned messages never leave the dashboard) in reverse chronological order. Uncompleted events without a due date are listed first, followed by uncompleted events in chronological order.

Use the toggle in the corner to switch to viewing only those items that are pinned.

You can also subscribe to pinned messages and events with the "Complete Pinned Messages RSS" and "Complete Pinned Events iCal."