List too Long? Find It! (Heap CRM and Torch Project Management)

If a drop-down list of Google Docs is really long it might not be easy to find the proper item. Now in Heap CRM and Torch Project Management you can select "-- find --" (always the last item) and search Google Docs for the correct file.

Additionally, find is available in Heap CRM anytime you are trying to make/change an association:

Once you perform a search, the drop-down will change to include only the search results.

One Response to “List too Long? Find It! (Heap CRM and Torch Project Management)”

  1. WBP SYSTEMS / Weblog » Blog Archive » Find People when Creating Prospects and See Underlying Data (Heap CRM) Says:

    [...] couple of months ago, Heap CRM added find dialog boxes to lists of Google Docs or available prospects. This has now been expanded to when you are first creating a prospect and want to connect it to an [...]

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