Archive for June, 2011

My Tasks in Torch Project Management for Firefox

Monday, June 27th, 2011

My Tasks in Torch Project Management is a small add-on to alert you of your upcoming tasks in Torch Project Management. Features include: notifications (with sound & notification window) of your tasks:

A list of upcoming tasks accessible from the add-on bar:

The extension works offline and periodically syncs with the Torch service. This means that the interface is always snappy and it even works on unstable connections.

Who's this for:

Firefox users that want to be notified of upcoming tasks

Who's this not for:

Chrome users. The chrome extension has (and will continue to have) more features.

Password note:

This extension uses your existing saved password from within Firefox to log into Torch Project Management. If you do not have your password saved, the extension will ask you to save it the next time you log into Torch Project Management. Please note: This is Firefox's saved password feature, this is not the same as checking the box for Torch to remember your log in. To save a password to Firefox, you should use this dialog box:

Install >

My Events in Heap CRM for Firefox

Sunday, June 26th, 2011

My Events in Heap CRM is a small add-on to alert you of your upcoming calendar events in Heap CRM. Features include: notifications (with sound & notification window) of your upcoming events:

A list of upcoming events accessible from the add-on bar:

The extension works offline and periodically syncs with the Heap service. This means that the interface is always snappy and it even works on unstable connections.

Who's this for:

Firefox users that want to be notified of upcoming events

Who's this not for:

Chrome users. The chrome extension has (and will continue to have) more features.

Password note:

This extension uses your existing saved password from within Firefox to log into Heap CRM. If you do not have your password saved, the extension will ask you to save it the next time you log into Heap CRM. Please note: This is Firefox's saved password feature, this is not the same as checking the box for Heap to remember your log in. To save a password to Firefox, you should use this dialog box:

Install >

Attach Receipts to your Expenses from your Android 3 Device (by taking a picture)

Wednesday, June 22nd, 2011

Great new feature in Torch Project Management's Offline Mobile Access: When you are out at a store and you buy that item you want to expense; take a picture of the receipt!

When you are adding an expense in the offline app, a new button will appear at the bottom:

Clicking the "Add Receipt..." button will pop up this dialog (on Android 3.0 and higher):

You can then take a picture of the receipt and save the expenses. If you are offline, the app will sync with Torch once you are back online.

This is implemented with the new media capture api, which is a w3 standard. So, at the moment it only works with Android, but it should be coming to other platforms as well.

Markdown Support in Heap CRM and Torch Project Management

Friday, June 17th, 2011

So, Heap CRM and Torch Project Management both have formatting guides. These allow you to embed images, tables, links and more within any text field. However, some users would like more power.

Now, you can choose to use Markdown to format your text instead. Under Settings->Account (in both products):

Once you check that box, Markdown will process any text field. Data detectors, such as address detection, phone numbers, etc. will still work. However, all formatting guide commands will be ignored (as they are often in conflict with Markdown's syntax).

More Info?

Markdown syntax >

Convert vCards to CSV

Friday, June 3rd, 2011

We now offer an easier way to convert your Apple Address Book vCards to CSV so that you can import them into Heap CRM. It just takes three steps:

1) Download the vCards App >
2) Drag the vCards file you want to convert onto the vCards App

3) A new CSV file will appear

If you are using Microsoft Outlook (which produces a vCard for every contact instead of a single vCard), you can still use this tool:

1) Download the vCards App >
2) Drag the selection of contacts out of Outlook to create vCard files

3) Select all of the vCards and drag them onto the vCards App

4) A new CSV file will appear