Archive for May, 2009

Expansion of E-Mail Commands in Torch Project Management

Saturday, May 30th, 2009

You can now specify time, complete events and pin items when you e-mail in or comment via e-mail with Torch. Let's say that you finished a task and you want record the time in the project as well as e-mail the client. You also want to pin the message for set of users:

pin-time-e-mail

This results in this message:

message-showing-pins

And these entries under time:

showing-time

Make sure to checkout the e-mail section of your help tab for more info.

Torch’s API

Friday, May 22nd, 2009

Torch Project Management now has an API. Using only XML, you can now interact with messages, events, time, categories and projects. Probably the coolest ability (compared to Heap's Simple API), is that you can combine multiple requests into a single XML blob you send to Torch. The documentation page is up here:

http://torch.wbpsystems.com/api.php

I've also included sample PHP code. If you have any questions, please contact support.

Beanstalk Integration with Torch Project Management (for Developers)

Sunday, May 17th, 2009

Using Beanstalk's web hooks, Torch can now receive commit information.

What You Can Do:

The commit messages are posted to the appropriate project. You can also checkoff tasks/events (more than one if you wish) as well as categorize the message. If the project is for a client, you can also include time entries. Here is an example of a commit message:

Versions Commit Window

This results in:

commit message in torch

Setting Up the Integration:

First get the integration URL; this is under the "Integration" sub section of the "Help" tab:

wbp-systems-help-integration-annotated

NOTE: Part of the URL is blocked out because it contains the project token, however, you must copy the entire URL.

This URL is unique for each project you decide to integrate, so make sure you are on the right project before you copy the URL.

In Beanstalk, select the appropriate repository then select the "Setup" tab. Select the "Integration" sub section then "Web hooks":

web-hooks-integration-beanstalk

Click on "Activate", then follow the onscreen instructions:

web-hooks-integration-step-1

web-hooks-integration-step-2

New (beta) Search Reports Feature in Heap CRM

Saturday, May 16th, 2009

You can now save search results as reports. This means that given the bucket selectors in Heap CRM, you can run any conceivable report you want.

How do you use it?

First, do a search (any search). Then on the right side you will see this box:

save-search-report

Once you go to the reports tab you will see each search you've saved like this:

search-report

You can have as many or as few of the search reports expanded at a time. You can also export the data to CSV or Google Docs:

export-in-search-reports

Why is it in beta?

First, this is the first feature we've released while in beta; this isn't a "Google beta." Second, this is the first pass at trying to solve a diverse set of problems. You'll notice we're collecting feedback at the bottom of the feature and we want to reserve the right to radically change it if that's what the feedback suggests.

Make sure to review the new/updated bucket selectors here >

New Bucket Selectors in Torch Project Management

Tuesday, May 12th, 2009

We’ve just introduced a lot more bucket selectors into Torch's search system:

Complete:

Can be used to limit event searches to those events that are complete (complete:yes) or not (complete:no). Can also be used when searching messages to limit the search to messages where at least one of the message’s follow-up events match this criteria.

Date-after: and date-before:

Can be used to limit event searches certain date ranges. Can also be used when searching messages to limit the search to messages where at least one of the message’s follow-up events match this criteria.

Update-after: and update-before:

Can be used to limit messages searches to items that were updated during a certain date range.

New Bucket Selectors in Heap CRM

Tuesday, May 12th, 2009

We've just introduced a lot more bucket selectors into Heap's search system:

Complete:

Can be used to limit event searches to those events that are complete (complete:yes) or not (complete:no). Can also be used when searching messages to limit the search to messages where at least one of the message's follow-up events match this criteria.

Date-after: and date-before:

Can be used to limit event searches certain date ranges. Can also be used when searching messages to limit the search to messages where at least one of the message's follow-up events match this criteria.

Update-after: and update-before:

Can be used to limit all types of searches to items that were updated during a certain date range.

Lead-after:, lead-before:, opportunity-after:, opportunity-before:, customer-after:, customer-before:, archive-after: and archive-before:

Can be used to limit prospect searches to when the prospects were in certain stages of the sales pipeline.

Custom-value:

You can now search the person custom values and prospect custom values.

The find page has been updated with this information >

Pay for Heap and Torch with Google Checkout

Tuesday, May 5th, 2009

In addition to paying Heap's or Torch's monthly bill using a credit card or pre-paying with PayPal you can now pre-pay using Google Checkout.

In Heap under the "Settings" tab select "Account":

Google Checkout

In Torch under the "Settings" tab select "Account":

Google Checkout

Or if your account has recently expired, you can reactivate it (https://www.wbpsystems.com/reactivate):

Google Checkout - Reactivate

These links will pop open a window where you can select the amount you want to pre-pay:

pre-payment-window