Archive for January, 2010

See other’s Pin condition on Events/Tasks in Torch

Sunday, January 31st, 2010

You can now see/edit the pin condition of other users on events/tasks in Torch Project Management. On any event/task, regardless if it is on the calendar, in message search results, in your task drawer, etc, you will see a sideways pin at the end. If you click on it, a pop-up containing all of the other users will the pin state will appear (click on the pin to change the condition):

Remember, you can also see the pin condition of other users on messages by going to the message detail page.

Limited Internal Users in Torch

Sunday, January 31st, 2010

There is new type of user in Torch Project Management: Limited Internal User. These users are intended for temporary workers in your company. Unlike internal users, they only have access to projects you assign them to.

Like standard internal users, they can enter time and expenses and a standard/admin internal user can import that information onto an invoice. However, limited internal users can't export time and expenses and they can't create bids, invoices or see budgets.

When you are creating/editing an internal user, you will now see this drop down:

Using Torch WebHooks for Bug Tracking

Friday, January 29th, 2010

WebHooks in Torch Project Management are really flexible; Google Apps Scripts are really flexible. We've used this combination to help track bugs.

We have a feature in Heap CRM called "Search Reports." It's a really complicated feature. That's why we have a feedback form on the bottom. But, people put all sorts of things in this form: feature requests, confusion about the way things are calculated, etc. While we need these things they are obviously not as important as an actual error. In that case I want the message pinned to me and I want a task setup. I do this by simply including:

[category:Search Reports: Bug]
[pin:Ben Smith]
[event:Possible Search Report Bug]

in the webhook payload when the script detects the word "bug" or "error". The full example is here.

I hope this gets you thinking about the tasks in your workflow that could be automated; you might be able to do it with a webhook.

Heap CRM and Google Voice

Thursday, January 28th, 2010

Heap CRM has imported Google Voice Mail and SMS messages for some time now. When you e-mail a message Heap uses the from phone number to search the prospects and attempt to make an association.*

But, as of the 25th of January, the integration got whole lot better. With the use of the Google Voice Chrome Extension all phone numbers are remapped to Google Voice:

* Actually, there isn't anything special about Google Voice, Heap always tries to make associations based on phone numbers it detects in e-mail messages.

Arbitrarily Bid and Invoice Addressing

Wednesday, January 27th, 2010

You can now address bids and invoices to people who are not users. While we believe that the best way to keep you client involved is to give them an external users account (which is free), some customers have circumstances where providing the client access is impractical. Now you can just manually enter the customers address:

Chrome Extension for Heap CRM

Friday, January 22nd, 2010


Using the "My Events in Heap CRM" Chrome Extension, users of Heap CRM can view, filter and add event entries without having to open the Heap CRM web interface. Simply type in the filter box at the top to search event entries, check the box next to the item to mark it as complete, or press the plus to add new events.

The extension works offline and periodically syncs with the Heap service. This means that the interface is always snappy and it even works on unstable connections.

Install >

Chrome Extensions for Torch Project Management

Thursday, January 21st, 2010

Using Google Chrome extensions you can access Torch Project Management information without opening the web interface.

My Tasks in Torch:

Using the "My Tasks in Torch" Chrome Extension, users of Torch Project Management can view, filter and add task and event entries without having to open the Torch Project Management web interface. Simply type in the filter box at the top to search task and event entries, check the box next to the item to mark it as complete, or press the plus to add new tasks or events.

Install >

Time in Torch:

Using the "Time in Torch" Chrome Extension, users of Torch Project Management can view, filter and add time entries without having to open the Torch Project Management web interface. Simply type in the filter box at the top to search time tracking entries, or press the plus to add time entries.

Install >

Expenses in Torch:

Using the "Expenses in Torch" Chrome Extension, users of Torch Project Management can view, filter and add expense entries without having to open the Torch Project Management web interface. Simply type in the filter box at the top to search expense tracking entries, or press the plus to add entries.

Install >

These extensions works offline and periodically syncs with the Torch service. This means that the interface is always snappy and it even works on unstable connections.

Getting Heap and Torch Data from Google Docs

Sunday, January 17th, 2010

One of the great things about Google Docs spreadsheets is how easy it is to add functionality. Google Apps Scripts allows you to write your own functions in JavaScript, right within in the spreadsheet. And now you can retrieve data from Heap CRM and Torch Project Management directly from the script.

Here is a sample worksheet:

You will notice that I have two menus (each with two options). However you can also interact with this data as a formula like so:

And in every other respect they are just spreadsheet cells. So here I've used the functions to reference the user name and category cell and then just filled the columns:

The reverse is also possible. You could use a script to retrieve data in a spreadsheet and post it to Heap and/or Torch. One use case is when using Google Forms you could have all or part of a form submission automatically posted to Heap or Torch.

The developer documentation and sample code is here:

Torch WebHook >
Heap WebHook >