Archive for May, 2011

Heap CRM and Torch Project Management in the Chrome Web Store

Tuesday, May 31st, 2011

If you are a Google Chrome user, you can install Heap CRM or Torch Project Management as a web app:

View in Chrome Web Store >

View in Chrome Web Store >

Major Feature Release: Automation – Evaluate the Description Box of an Event (Heap CRM)

Wednesday, May 25th, 2011

This is a major upgrade to Heap CRM’s powerful automation tools. Now you can evaluate any set of email commands on any schedule (this works analogously to email templates). Just create an event, fill the commands into the description and select “Execute description box”.

Automation Start

But, you can also include these commands in event templates:

Event Templates

If the event is associated to a prospect, you can use variables (and the commands will apply to that prospect):

You can also import events in CSV format and set the email template to "automate". Or you could import event templates from a CSV and set the email template to field to "automate".

With this combination of tools, you can do just about anything on a schedule.

Become an Automation Ninja >

GTD to CSV

Friday, May 13th, 2011

GTD to CSV is a simple free program that converts GTD style event/task text files to a CSV format that Heap CRM and Torch Project Management can import as events and tasks.

This completes the circle: you can export events/tasks from HeapCL and TorchCL and save them in GTD format, convert them to CSV and import CSVs to Heap and/or Torch.

Import Events/Tasks into Torch Project Management via CSV

Thursday, May 12th, 2011

Torch Project Management now supports importing of events via CSV (import under the calendar tab):

CSV Header

To keep it simple, there is only one required field: title. Just like in the app, the start and end time is parsed directly from the title field (if they exist at all). If the item doesn't have a date, it is considered a task. However, all fields are supported, including pinned.

The import format matches the event CSV export added to TorchCL in March.

Example CSV >

Import Events into Heap CRM via CSV

Wednesday, May 11th, 2011

Heap CRM now supports importing of events via CSV (import under the calendar tab):

events csv

To keep it simple, there is only two required fields: date and title. Just like in the app, the start and end time is parsed directly from the title field. However, all fields are supported, including fields like association that make connections throughout the application.

The import format matches the event CSV export added to HeapCL in March.

Example CSV >

Using Torch Project Management from Alfred

Sunday, May 8th, 2011

Do you use Alfred and Torch Project Management? Now, just like LaunchBar or QuickSilver, you can interact with Torch directly from within Alfred.

In the new version of Alfred (version .9) you can setup terminal / shell shortcuts that automatically send data to TorchCL. Here is an image of my current shortcuts:

So if I wanted to mark a task as complete (in this case "TPS Report"), I would type:

Creating one of these shortcuts is super easy. For instance this is shortcut for completing a event/task:

Other Shortcuts:

Keyword: done:
Command: source ~/.bash_profile;torchCL --title "Simulated Message" --body "[complete: {query}]" --simulate

Keyword: expense:
Command: source ~/.bash_profile;torchCL --title "Simulated Message" --body "[expense: {query}]" --simulate

Keyword: expenses
Command: source ~/.bash_profile;torchCL --list "expenses" --save "~/desktop/results.csv"

Keyword: expenses:
Command: source ~/.bash_profile;torchCL --list "expenses {query}" --save "~/desktop/results.csv"

Keyword: invoices
Command: source ~/.bash_profile;torchCL --list "invoices" --save "~/desktop/results.csv"

Keyword: invoices:
Command: source ~/.bash_profile;torchCL --list "invoices {query}" --save "~/desktop/results.csv"

Keyword: payments
Command: source ~/.bash_profile;torchCL --list "payments" --save "~/desktop/results.csv"

Keyword: payments:
Command: source ~/.bash_profile;torchCL --list "payments {query}" --save "~/desktop/results.csv"

Keyword: task:
Command: source ~/.bash_profile;torchCL --title "Simulated Message" --body "[event: {query}]" --simulate

Keyword: tasks
Command: source ~/.bash_profile;torchCL --list "events" --save "~/desktop/results.csv"

Keyword: tasks:
Command: source ~/.bash_profile;torchCL --list "events {query}" --save "~/desktop/results.csv"

Keyword: time:
Command: source ~/.bash_profile;torchCL --title "Simulated Message" --body "[time: {query}]" --simulate

Keyword: times
Command: source ~/.bash_profile;torchCL --list "time" --save "~/desktop/results.csv"

Keyword: times:
Command: source ~/.bash_profile;torchCL --list "time {query}" --save "~/desktop/results.csv"

Alternatively you can simply download this zip file and move the contents to your Alfred scripts folder (~/Library/Application Support/Alfred/extensions or in your dropbox if you are syncing).

Alfred shortcuts >

Using Heap CRM from Alfred

Saturday, May 7th, 2011

Do you use Alfred and Heap CRM? Now, just like LaunchBar or QuickSilver, you can interact with Heap directly from within Alfred.

In the new version of Alfred (version .9) you can setup terminal / shell shortcuts that automatically send data to HeapCL. Here is an image of my current shortcuts:

So if I wanted to get the history of a prospect (in this case John Doe), I would type:

Which would save the history file to my desktop.

Creating one of these shortcuts is super easy. For instance this is shortcut for completing an event:

Other Shortcuts:

Keyword: complete:
Command: source ~/.bash_profile;heapCL --title="Simulated Message" --body="[complete: {query}]" --simulate

Keyword: event:
Command: source ~/.bash_profile;heapCL --title="Simulated Message" --body="[event: {query}]" --simulate

Keyword: events
Command: source ~/.bash_profile;heapCL --list="events" --save="~/desktop/results.csv"

Keyword: events:
Command: source ~/.bash_profile;heapCL --list="events {query}" --save="~/desktop/results.csv"

Keyword: history:
Command: source ~/.bash_profile;heapCL --history="{query}" --save="~/desktop/results.csv"

Keyword: search:
Command: source ~/.bash_profile;heapCL --search="{query}" --save="~/desktop/results.csv"

Keyword: searchpeople:
Command: source ~/.bash_profile;heapCL --searchpeople="{query}" --save="~/desktop/results.csv"

Keyword: stats:
Command: source ~/.bash_profile;heapCL --stats="{query}" --save="~/desktop/results.csv"

Keyword: templates
Command: source ~/.bash_profile;heapCL --list="emailtemplates" --save="~/desktop/results.csv"

Keyword: templates:
Command: source ~/.bash_profile;heapCL --list="emailtemplates {query}" --save="~/desktop/results.csv"

Alternatively you can simply download this zip file and move the contents to your Alfred scripts folder (~/Library/Application Support/Alfred/extensions or in your dropbox if you are syncing).

Alfred shortcuts >