Archive for November, 2008

Export and Import with Google Contacts

Saturday, November 22nd, 2008

You can export directly to a group in Google contacts from Heap CRM:

And now you can import from Google contacts into Heap:

Same rules apply as with anything else: You always export/import what you are looking at. So select the category and/or user you want to export before activating the export feature.

View in Google Docs from Heap and Torch

Saturday, November 8th, 2008

You can now view files (which are attached to messages) in Google Docs with a just a click from Heap CRM or Torch Project Management. Once you have setup a connection to your Google Docs account, supported files will show up like this:

Once you click on the button, you will see this for a few seconds:

Then you will be forwarded to the document in Google Docs.

Note:
You can signup for a Google Docs account at http://docs.google.com.

Sharing Google Docs just got easier

Thursday, November 6th, 2008

I'm so excited to tell you about a new feature in Heap CRM and Torch Project Management: Automatic sharing of Google Docs. Before, when you linked a Google Document, you would still have to open up the file in Google, click sharing and add the collaborators. And while we really thought this was a pain, we couldn't fix it because there wasn't a way to tell Google what the permissions on a document were. That changed about two weeks ago when Google updated their API.

So, in Heap when you link a Google document (or spreadsheet or presentation) to a message, Heap automatically changes Google's permissions of that document so all the users on your account can access it. In Torch when you link a Google document (or spreadsheet or presentation), Torch automatically changes Google's permissions so that anyone on the project can access it.

To get this to work, you will have to reset your Google connection.

Note: At the moment this feature is a bit slow, you will probably notice a pause when you link Google documents. We've already contacted Google about it and they consider it a defect. Hopefully we will have a resolution soon.

“My” Variables for E-Mail Templates, E-Mail Template List Mode and More

Saturday, November 1st, 2008

We've made some important updates to Heap CRM:

1) My Variables:

This allows users (within the same company) to reuse each others e-mail templates while still keeping their data at the bottom of the automated e-mails.

2) E-Mail Template List Mode:

3) Expansion of the Person Duplicate Function:

This allows you to duplicate and associate as a related person to prospect in one click. You'll find it on the prospect details page.

4) You can now use the followup event format when creating a lead, opportunity, customer or archive by e-mail.