Archive for June, 2010

See the Financial History of a Prospect (Heap CRM)

Tuesday, June 29th, 2010

If you are on Heap CRM's prospect detail page, just click the "[h]" to see when the prospect was converted to the current stage, when the value was increased or when the probability was changed:

Note: Starting on June 10th, 2010 Heap CRM started to store a history of when a prospect was converted from one type to another, the value was changed or the probability was changed. This is the first feature to use this data.

Use Google OCR Directly from Heap or Torch

Sunday, June 27th, 2010

Whenever you have an image file in Heap CRM or Torch Project Management, not only will you be given the option to do a quick view, but you will now see a button to send the file to Google Docs for optical character recognition (OCR).

This is handy if you have scanned image files that you would prefer to be converted to text.

Import Uncategorized Items onto Invoices

Sunday, June 27th, 2010

You can now import uncategorized items (expenses or time) onto invoices in Torch Project Management, just as you could import categories before. Uncategorized items will show in the list of categories assuming you have at least one item to import.

Insert Google Docs into E-Mail Templates (Heap CRM)

Sunday, June 20th, 2010

If you have setup the connection to Google Docs in Heap CRM, you can now insert Google Docs into E-Mail templates.

Additionally, you can automatically share the file on insertion with everyone by checking the appropriate box.

TextExpander Snippets for Heap CRM

Friday, June 18th, 2010

Here are a couple of TextExpander snippet groups you can use when you e-mail Heap CRM. In TextExpander, click the "+" and select "Add Group from URL":

At this screen you can type in either:

  1. http://crmondemand.biz/snippets/Fill-in.textexpander
  2. http://crmondemand.biz/snippets/Advanced.textexpander

This will result in the following snippet group:

If you decide to use the "Fill-in" address you will be presented with a form that looks similar to this whenever you expand a snippet:

If would prefer, however, to just have the snippet expand without the form, use the "Advanced" address.

TextExpander Snippets for Torch Project Management

Thursday, June 17th, 2010

Here are a couple of TextExpander snippet groups you can use when you e-mail Torch Project Management. In TextExpander, click the "+" and select "Add Group from URL":

At this screen you can type in either:

  1. http://mytorch.net/snippets/Fill-in.textexpander
  2. http://mytorch.net/snippets/Advanced.textexpander

This will result in the following snippet group:

If you decide to use the "Fill-in" address you will be presented with a form that looks similar to this whenever you expand a snippet:

If would prefer, however, to just have the snippet expand without the form, use the "Advanced" address.

Receipt Importing from E-Mail (Torch Project Management)

Wednesday, June 16th, 2010

Now that Torch Project Management can attach receipts to expenses, you might be wondering how this works when you send an email message with expense commands and attachments. Take this email for example:

When Torch imports this message and sees the expense command, it will look through the attachments to see if one of them is probably the receipt. Any attachment with a filename containing the words: "receipt", "invoice", "bill" or "purchase" will be considered the receipt (and therefore attached to the expense and not the message).

Additionally, any image attachment (JPEG, PNG, GIF) or PDF will be considered a possible receipt.

Attach Receipts to Expenses in Torch Project Management

Tuesday, June 15th, 2010

You can now attach receipts to expenses in Torch Project Management. On a new set of expenses, just click the "Attach a Receipt" button. On existing expenses, you can add/edit a receipt by clicking the paper clip.

Save Search to User with Heap CRM

Tuesday, June 15th, 2010

Ever want to make someone a managing user on all of your search results; now you can with save search to user.

Here's how it works. When you search leads, opportunities, customers and archives (prospects) just click on the "Apply" button and the user will be added as a managing user.

If you are searching messages or events, when you click one of the "Apply" buttons, the user will be added as a managing user on all of the prospects associated with your search results.

Heap CRM >

Mark Events as Complete (via E-Mail, WebHook and Message Processing) and Concatenate Fields (through WebHook) (Heap CRM)

Thursday, June 10th, 2010

Heap CRM now support the ability complete events through an advanced e-mail command:

[complete:Name of Event]

When the message is associated to a prospect it will search for the first uncompleted event matching the name you specify connected to that prospect. Otherwise it will search all events.

You can also have multiple fields from a WebHook feed concatenated into a single Heap CRM field. If you are setting up a set of fields in a program like WuFoo, just specify the field more than once:

And when you receive the e-mail telling you the handshake/remap key, it will have concatenated the fields: