Changes to Heap CRM as a Result of the Survey

There are two features as a result of the survey:

  • You can customize the names of the tabs
  • E-Mail templates are better organized

Under Settings->Interface you will see this screen:

Modify Tabs

E-Mail templates now show the first few words of the message body when you select them from a drop-down. This is useful when the you have multiple e-mail templates with the same subject line. There is also a few modifications to the e-mail templates page.

One Response to “Changes to Heap CRM as a Result of the Survey”

  1. WBP SYSTEMS / Weblog » Blog Archive » 2009 Heap CRM Features Says:

    [...] Customize tab names [...]

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