Archive for March, 2010

Expanded Torch Financial Functions in Google Spreadsheets

Wednesday, March 31st, 2010

Use the new financial Google Apps Script for Torch Project Management to access an even more expanded data set directly in your Google spreadsheet. This script allow you to:

Time:

  • Total Cost by User (TotalUserCost)
  • Total Cost by Category (TotalCategoryCost)
  • Total Cost by Project (TotalProjectCost)

Expenses:

  • Total Cost by User (ExpenseUserCost)
  • Total Cost by Category (ExpenseCategoryCost)
  • Total Cost by Project (ExpenseProjectCost)

Invoices:

  • Total Balance by State (TotalInvoiceBalance)
  • Total Billed by State (TotalInvoice)
  • Total Balance by Customer (TotalCustomerBalance)
  • Total Billed by Customer (TotalCustomer)
  • Total Balance by Project (TotalProjectBalance)
  • Total Billed by Project (TotalProject)

These functions can be accessed from the menu, or, if you want, you can access them directly by typing something like "=FunctionName(CELL)" (functions provided in the "()").

This script works with both the project level webhooks and the all active projects webhook.

Knowledge Base >

Blog Entries/RSS Now Shows in Person Activity Feed (Heap CRM)

Sunday, March 28th, 2010

Just like twitter and Google Buzz support, Heap CRM now detects statements in the person notes section like:

blog: http://radar.oreilly.com/tim/

Or

rss: http://feeds.feedburner.com/oreilly/radar/atom

Or

His blog is radar.oreilly.com/tim/

You can include as many RSS/Atom/blog addresses as you wish for a particular person and Heap properly orders, not only the contents of all the RSS/Atom feeds, but also the twitter and buzz feeds into one single timeline:

Import/Export Search Report Commands in Heap CRM

Saturday, March 27th, 2010

Do you help other companies setup complex search reports in Heap CRM? You can now import/export your search report commands:

Export Search Reports

Import Search Reports

If you have setup a connection to Google Docs, you can view this data directly in a Google Spreadsheet:

Search Reports in Google Spreadsheets

Easier Google Apps Script Install (Torch Project Management)

Friday, March 26th, 2010

Installing Torch Project Management Google Apps Scripts into Google Docs is a lot easier thanks to the new insert script menu item. In an open Google spreadsheet, click the insert menu, then script:

Now search for "Torch Project Management":

Once installed, you still have to edit the first line of the script under tools->Scripts->Script Editor and paste in your webhook URL (found under Torch's help section under integration).

Knowledge Base Article >

Easier Google Apps Script Install (Heap CRM)

Friday, March 26th, 2010

Installing Heap CRM Google Apps Scripts into Google Docs is a lot easier thanks to the new insert script menu item. In an open Google spreadsheet, click the insert menu, then script:

Now search for "Heap CRM":

Once installed, you still have to edit the first line of the script under tools->Scripts->Script Editor and paste in your webhook URL (found under Heap's help section under integration).

Knowledge Base Article >

Access Torch Project Management on your Palm Device

Friday, March 19th, 2010

With the same interface as the iPhone and the Android, you can work on your Palm Pre or Pixi; even when offline.

Additional enhancements in this release:

  • Faster access for iPhone and Android users
  • More robust access for older Android devices
  • General bug fixes

Access Heap CRM on your Palm Device

Friday, March 19th, 2010

With the same interface as the iPhone and the Android, you can work on your Palm Pre or Pixi; even when offline.

Additional enhancements in this release:

  • Faster access for iPhone and Android users
  • More robust access for older Android devices
  • General bug fixes

Import/Export E-Mail and Event Templates in Heap CRM

Thursday, March 4th, 2010

Have a creative set of sales activities? Helping others create an e-mail drip campaign? You can now import/export e-mail and event templates from Heap CRM:

These are just CSVs, so you can choose to create/edit them outside of Heap as well.

Update to Chrome Extensions

Thursday, March 4th, 2010

The Torch Project Management To-Do Chrome Extension and Heap CRM My Events Chrome Extension now alert when you are near an event:

The extension will also play a one-second drum sound.

View Only Pinned Messages and Events in Torch

Tuesday, March 2nd, 2010

Torch Project Management not includes an options to only view pinned items under messages and the calendar: