You no longer need to modify the Heap CRM or Torch Project Management Google Apps Scripts to get them connected to your account. Just run any menu command and the following text box will ask for your webhook (found under Settings->Integration):

The offline mobile interface for Heap CRM now works on devices that run BlackBerry OS 6+ (currently the Torch 9800). This is the very same software that you can run offline on your iPhone/iPod Touch, Android device, Palm Pre/Pixi, Firefox Mobile or iPad.

To use the software offline, just go the mobile address (YourSubDomain.crmondemand.biz/m/):

Click the circular menu to add the app to the BlackBerry’s home screen.

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:

Heap CRM’s and Torch Project Management’s mobile offline interface have been updated to take full advantage of the extremely dense pixels of the new retina display on the iPhone 4. Here is a full resolution screenshot Torch’s mobile interface:

And Heap’s mobile interface:

Additional visual transitions have been added through the interface, this movie shows some of them:

MP4 (Better) | WMV

Heap CRM has an amazingly powerful search system. With the use of bucket selectors you can drill down into your data and analyze every aspect of your business. However, bucket selectors are often confusing to new users.

Heap CRM now tries to detect intent on simple searches (searches without bucket selectors or boolean operators). For instance, if you searched messages for:

fireplace receipt info@acme.com mark@acme.com

You probably intended to search e-mails between “info” and “mark” for the words “fireplace” and “receipt”. So, Heap rewrites this search request as:

fireplace receipt email:info@acme.com email:mark@acme.com

Additionally, if you searched messages for:

James Doe invoice 1234

You probably intended to search messages associated to “James Doe” for “invoice 1234″. So, Heap rewrites this search as:

invoice 1234 association:James Doe

Let’s say you searched prospects for:

(509) 000-0000 customer

You probably intended to search for a customer with a particular phone number. So, Heap rewrites this search as:

phone:(509) 000-0000 type:customer

Many more examples exist, but obviously this will never be as accurate as when you use the bucket selectors yourself.

You might also notice (at times) an optional notice that says:

Did you mean “X”

This happens when Heap is less sure what you intended.

Heap CRM now displays the most recent custom values for a particular field in a information box to the left:

This is useful when a field should only have a few distinct values.

The Heap CRM “custom-value:” bucket selector now accepts greater than and less than operations. Let’s say you have a custom value field called “Unrecoverable Cost” where you store costs associated with a transaction but are unchangeable. You could search for:

custom-value:Unrecoverable Cost>200

And find every prospect where the costs equal or exceed 200.

You can also search dates as well. If you had a custom value field named “Contract End Date” and you wanted to find every prospect who’s contact ended this month you could search for:

custom-value:Contract End Date>7/1/2010 custom-value:Contract End Date<7/31/2010

Just as before, you can type in text, dates, and numbers in custom values. Heap does the work of detecting the type of data.

Remember, when you are searching prospects, you are searching prospect level custom values and when you are searching people you are searching people level custom values.

There is now nine new bucket selectors for Heap CRM’s ever expanding search system:

history-type:lead|opportunity

Limits history records to leads and opportunities.

history-before: -5 weeks history-after: -4 weeks

Limits history records to between four and five weeks ago.

history-expected-value-greater-than: 500 history-expected-value-less-than: 2000

Limits search to history records with an expected value between (and including) $500 and $2000.

history-probability-greater-than: .25 history-probability-less-than: .7

Limits search to history records with a probability of success between (and including) 25 and 70 percent.

history-value-greater-than: 2000 history-value-less-than: 10000

Limits search to history records with a potential value between (and including) $2000 and $10,000.

Obviously, these are best used used together. For instance, let’s say I want to find all customers created between June 20th and June 25th with an expected value greater than $200:

history-after: 6/20/2010 history-before: 6/25/2010 history-type:customer history-expected-value-greater-than: 200

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 second feature to use this data.

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.

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.