Archive for January, 2011

Using Heap CRM from QuickSilver

Saturday, January 29th, 2011

Do you use both QuickSilver and Heap CRM? Check this out:

Let's say you want to create an event; just invoke QuickSilver and type "." (to get to the variable input field) and type an event command (like "event: Sunday: frisbee practice at 4pm"):

Tab to the second panel and select "Heap". This event will now appear in Heap.

What else can you type?

complete: Event Name
Marks the event "Event Name" complete

search: John Doe category:clients
Performs a prospect search (all search operators are available) and saves the result to your desktop as a CSV.

searchpeople: ACME user:james
Performs a person search (all search operators are available) and saves the result to your desktop as a CSV.

history: John Doe
Lists the transaction history events on the prospect "John Doe" and saves the result to your desktop as a CSV.

stats: John Doe
Lists the transaction statistics on the prospect "John Doe" and saves the result to your desktop as a CSV.

templates or emailtemplates
Saves your event templates to your desktop as a CSV.

Edit: Added March 23rd: events
Retrieves all relevant uncompleted events that you own or are associated to one of your prospects and saves the result to your desktop as a CSV and TXT.

You can also filter email templates or events. For instance you might type “events Jane Doe” to get just the events associated to Jane Doe.

How to Install:

Download this AppleScript and move it into the "Actions" folder within your QuickSilver install (~/Library/Application Support/Quicksilver/Actions). Prior to installing this script you must have HeapCL installed with your path variable set.

Video:

MP4 >
WEBM >
Theora >

Download:

Download Script >
HeapCL >

Using Heap CRM from LaunchBar

Saturday, January 29th, 2011

Do you use both LaunchBar and Heap CRM? Check this out:

Let's say you want to create an event; just invoke LaunchBar and type "heap" and the following event command:

The event is now created in Heap.

What else can you type?

complete: Event Name
Marks the event "Event Name" complete

search: John Doe category:clients
Performs a prospect search (all search operators are available) and saves the result to your desktop as a CSV.

searchpeople: ACME user:james
Performs a person search (all search operators are available) and saves the result to your desktop as a CSV.

history: John Doe
Lists the transaction history events on the prospect "John Doe" and saves the result to your desktop as a CSV.

stats: John Doe
Lists the transaction statistics on the prospect "John Doe" and saves the result to your desktop as a CSV.

templates or emailtemplates
Saves your event templates to your desktop as a CSV.

Edit: Added March 23rd: events
Retrieves all relevant uncompleted events that you own or are associated to one of your prospects and saves the result to your desktop as a CSV and TXT.

You can also filter email templates or events. For instance you might type “events Jane Doe” to get just the events associated to Jane Doe.

How to Install:

Download this AppleScript and move it into the "Actions" folder within your LaunchBar install (~/Library/Application Support/LaunchBar/Actions). Prior to installing this script you must have HeapCL installed with your path variable set.

Video:

MP4 >
WEBM >
Theora >

Download:

Download Script >
HeapCL >

Update an Offline Mobile Time or Expense Entry (Torch Project Management)

Monday, January 10th, 2011

When using the Offline Mobile Interface for Torch Project Management, you can edit the hours and note of a time entry by just pressing on the gray hours area. Take a look:

Then make the changes you want (to the hours, note or both) and press save:

Similarly, you can edit expense entries by just pressing on the gray price area:

Then make the changes you want (to the price, note or both) and press save:

The expense or time entry will be updated as soon as you are back online.

Updating an Offline Mobile Event/Task (Torch Project Management)

Sunday, January 9th, 2011

When using the Offline Mobile Interface for Torch Project Management, you can edit the date and title of an event/task by just pressing on the gray date area. Take a look:

Then make the changes you want (to the date, title or both) and press save:

The task will be updated as soon as you are back online.

Updating an Offline Mobile Event (Heap CRM)

Sunday, January 9th, 2011

When using the Offline Mobile Interface for Heap CRM, you can edit the date and title of an event by just pressing on the gray date area. Take a look:

Then make the changes you want (to the date, title or both) and press save:

The event will be updated as soon as you are back online.