Archive for December, 2009

2009 Heap CRM Features

Wednesday, December 30th, 2009

2009 has been a busy year for Heap CRM. And as I'm sure you've been busy too, you probably haven't been watching the day-to-day enhancements to the product. Here is a list of features added in 2009:

Highlights:

Interface:

Search:

E-Mail:

Integration:

Developer:

Account:

Ready for 2010?

2009 Torch Project Management Features

Wednesday, December 30th, 2009

2009 has been a busy year for Torch Project Management. And as I'm sure you've been busy too, you probably haven't been watching the day-to-day enhancements to the product. Here is a list of features added in 2009:

Highlights:

Interface:

Search:

E-Mail:

Integration:

Developer:

Account:

Ready for 2010?

Visualizing Torch Budget Data Any Way You Want

Tuesday, December 29th, 2009

One of the great things about Torch Project Management being a Google Visualization Data Source is that people see their information in a way that works for them.

Let's say I'm responsible for three employees: Joe, Ben and Jane. Let's also assume I'm a visual person and prefer charts to numbers. Well, I could get pie charts showing what projects my team is involved in (I did this visualization in iGoogle, but I could do it any enlivenment that supported Google Gadgets):

But, what if I'm not responsible for people but a particular project. Well, here I just want to keep an eye on all of the projects (showing the numbers instead of a chart of some kind) and showing a detail view on one particular project:

But if neither of these work for you, that's ok, you can use any visualization you want. How do you visualize your data?

Time Reports in Torch Budgets

Wednesday, December 23rd, 2009

You can now see time usage information in the budget section of Torch Project Management:

Also, by expanding categories under the project, you can see the time usage for a particular category.

Update to Heap WebHook

Monday, December 7th, 2009

You can now create messages using Heap CRM's webhook. Just place a title and message variable inside the JSON payload instead of the person/prospect data and a message will be created. Further, the message body will be scanned for the same commands as e-mail messages.

An example payload might look like something like this:

{
"title":"Talked to the Client",
"body":"Spent time with client \n\n[category:Meetings]\n[event:+1 Week:Follow-up with client]"
}

Update to Torch WebHook

Monday, December 7th, 2009

The Torch Project Management webhook now supports event and pin commands. For instance, you might want to do something like this:

Commit Message

And that would result in the following in Torch:

Commit Message in Torch

This works regardless of if you are using Beanstalk, GitHub or others.