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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

This entry was posted on Thursday, October 22nd, 2009 at 1:01 pm and is filed under Heap. You can follow any responses to this entry through the RSS 2.0 feed.

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

  1. WBP SYSTEMS / Weblog » Blog Archive » Quickly Edit People in Heap CRM Says:
    February 2nd, 2010 at 1:43 pm

    [...] 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 [...]

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