Archive for April, 2010

Mobile Offline Access on Firefox Mobile (Heap CRM)

Thursday, April 15th, 2010

The offline mobile interface for Heap CRM now works on devices that run Firefox Mobile (most notably the Nokia N900). This is the very same software that you can run offline on your iPhone/iPod Touch, Android device, Palm Pre/Pixi or iPad.

To use the software offline, just go the mobile address (YourSubDomain.crmondemand.biz/m/). You will be presented with a warning:

Once you accept, click to bookmark the site.

Depending on the dimensions of your device, you will either get the tablet or the phone version of the software.

Mobile Offline Access on Firefox Mobile (Torch Project Management)

Thursday, April 15th, 2010

The offline mobile interface for Torch Project Management now works on devices that run Firefox Mobile (most notably the Nokia N900). This is the very same software that you can run offline on your iPhone/iPod Touch, Android device, Palm Pre/Pixi or iPad.

To use the software offline, just go the mobile address (YourSubDomain.mytorch.net/m/). You will be presented with a warning:

Once you accept, click to bookmark the site.

Depending on the dimensions of your device, you will either get the tablet or the phone version of the software.

Automatic Google Docs Organization (Heap CRM)

Tuesday, April 13th, 2010

Heap CRM now keeps your uploaded and created files organized in Google Docs. Heap maintains some folders under the folder CRM:

But Heap will maintain whatever organization you have already. If you create a folder named "setup" (for instance) under an existing folder, Heap won't create a new one, it will use the existing folder.

QuickViews are also kept together, and this folder is shared between Heap and Torch, so you can quickly delete it when you no longer need the QuickViews

Automatic Google Docs Organization (Torch Project Management)

Tuesday, April 13th, 2010

Torch Project Management now keeps your uploaded and created files organized in Google Docs. Docs & spreadsheets are placed in a folder named after the particular project.

But Torch will maintain whatever organization you have already. If you create a folder named "budgets" (for instance) under an existing folder, Torch won't create a new one, it will use the existing folder.

QuickViews are also kept together, and this folder is shared between Heap and Torch, so you can quickly delete it when you no longer need the QuickViews.

Mobile Offline Access on your iPad (Heap CRM)

Tuesday, April 6th, 2010

The offline mobile interface for Heap CRM now has a specialized version for tablets (most notably the iPad). This is the very same software that you can run offline on your iPhone, Android device or Palm Pre; it just detects the larger display and uses the space more efficiently. The menu on the left is always kept on the screen, even as you scroll down the page.

But, because of the way this implemented, this interface is already available for future tablets. Any tablet running the iPhone OS, Android or WebOS (Palm) will just work.

The main Heap CRM interface also works on the iPad, but if you are on a shaky to nonexistent connection, the offline mobile interface is the way to go.

Mobile Offline Access on your iPad (Torch Project Management)

Tuesday, April 6th, 2010

The offline mobile interface for Torch Project Management now has a specialized version for tablets (most notably the iPad). This is the very same software that you can run offline on your iPhone, Android device or Palm Pre; it just detects the larger display and uses the space more efficiently. The menu on the left is always kept on the screen, even as you scroll down the page.

But, because of the way this implemented, this interface is already available for future tablets. Any tablet running the iPhone OS, Android or WebOS (Palm) will just work.

The main Torch Project Management interface also works on the iPad, but if you are on a shaky to nonexistent connection, the offline mobile interface is the way to go.

The “Heap CRM Prospect Search” Google Apps Script

Thursday, April 1st, 2010

Using the Heap CRM Prospect Search Google Apps Script you can retrieve the average expected value, total expected value or number of items of any prospect search. Just like any Google Apps Script, it works right inside you spreadsheet allowing you to work with the menu items or interact with the functions as formulas in the cells. Let's try an example:

There is a user in my account named "Dave". I want to know how many customers Dave created in the last two weeks. So, I select "Number of Items" from the menu and when prompted I type:

type:customer user:Dave customer-after: -2 weeks

In a couple of seconds the selected cell is filled with the number of items. Just like the find and search report system in Heap, you really can do anything under the sun. So, you might want to brush up on the bucket selectors.

But, you can also use the functions as formulas. The following functions are available:

=NumberOfItems(CELL)
=TotalExpectedValue(CELL)
=AverageExpectedValue(CELL)

You can also use these in combination with built in functions. In the spreadsheet below, I use the "CONCATENATE" function to build the search phrase column like so:

=CONCATENATE("category:",A2," type:lead")

Then reference the search phrase column with each of the above functions:

Script install instructions >
Source >