Quickly Change Category and Association in Heap CRM

Recently it become clear that a lot of our Heap CRM customers spend a lot of time organizing their messages. There is now a faster way to do that from any message list:

Change Category 1

Now directly from the list you can change the category and association:

Change Category 2

One Response to “Quickly Change Category and Association in Heap CRM”

  1. WBP SYSTEMS / Weblog » Blog Archive » Quickly Edit People in Heap CRM Says:

    [...] like the quick edit feature in messages, this doesn’t replace the main person page (obviously) but if you are just trying to fix a [...]

Leave a Reply