Archive for May, 2010
With Heap, when you have an upcoming event on your "My Calendar" or associated to one of your prospects and you have the "My Events in Heap CRM" Chrome Extension installed, you will now be alerted like so:
[new project: Name of New Project]
If you are an internal user, you can create a new project and attach the incoming e-mail to it.
[new project: Name of New Project: 1000]
Optionally, you can also specify the budget of the project by using a second colon followed by a number.
[event:06/26/2010:Lunch at 12pm->Ben, John Doe]
You can now (optionally) specify a list of pinned users on an event by using the "->" extension. You don't have to specify the users' entire name just enough so that it is unique within the project.
As always, these commands are also available when sending data to the web hook.
We've heard you loud and clear, you want to be able to add projects outside of the main web application: Now you can.
Offline Mobile Interface:
Chrome Extensions (All three):
Regardless of the interface, when you create a new project it automatically triggers the default categories, events and budgets you have setup under "Settings"->"Default Categories".
[template:Name of event template->Calendar]
You can now specify a calendar when firing event template. This command can be used on messages, events and when creating prospects.
[add user: Name of User]
In addition to messages and events you can now add managing users to a newly created prospect.
[remove user: Name of User]
In addition to messages and events you can now remove managing users from a newly created prospect.
Additionally, these commands can be included in E-Mail templates (or any e-mail sent out of Heap), messages sent to the WebHook and much more.