If you have setup the connection to Google Docs in Heap CRM, you can now insert Google Docs into E-Mail templates.

Additionally, you can automatically share the file on insertion with everyone by checking the appropriate box.

Here are a couple of TextExpander snippet groups you can use when you e-mail Heap CRM. In TextExpander, click the “+” and select “Add Group from URL”:

At this screen you can type in either:

1. http://crmondemand.biz/snippets/Fill-in.textexpander
2. http://crmondemand.biz/snippets/Advanced.textexpander

This will result in the following snippet group:

If you decide to use the “Fill-in” address you will be presented with a form that looks similar to this whenever you expand a snippet:

If would prefer, however, to just have the snippet expand without the form, use the “Advanced” address.

Ever want to make someone a managing user on all of your search results; now you can with save search to user.

Here’s how it works. When you search leads, opportunities, customers and archives (prospects) just click on the “Apply” button and the user will be added as a managing user.

If you are searching messages or events, when you click one of the “Apply” buttons, the user will be added as a managing user on all of the prospects associated with your search results.

Heap CRM >

Heap CRM now support the ability complete events through an advanced e-mail command:

[complete:Name of Event]

When the message is associated to a prospect it will search for the first uncompleted event matching the name you specify connected to that prospect. Otherwise it will search all events.

You can also have multiple fields from a WebHook feed concatenated into a single Heap CRM field. If you are setting up a set of fields in a program like WuFoo, just specify the field more than once:

And when you receive the e-mail telling you the handshake/remap key, it will have concatenated the fields:

Twitter and Buzz searches now can be included in the activity drawer on Heap CRM‘s person page:

When you click on the drawer:

Search results are included along with account activity feeds and rss/atom feeds.

Additionally, there is a new performance enhancement that reduces latency when one of the services is down.

Related Posts:

• Heap CRM Twitter Integration
• Heap CRM Google Buzz Integration
• Heap CRM RSS/ATOM Integration

You can now use three new formatting tools in Heap CRM and Torch Project Management:

+Some text+

produces:

Some text

-Some text-

produces:

Some text

|Column one|Column two|
|Some text|Some text|

produces:

With Heap, when you have an upcoming event on your “My Calendar” or associated to one of your prospects and you have the “My Events in Heap CRM” Chrome Extension installed, you will now be alerted like so:

With Torch, when you have an upcoming pinned event and you have the “My Tasks in Torch” Chrome Extension installed, you will be alerted like so:

Today, we are releasing a few new features to help make our power users even more productive in Heap CRM. There is a total of three changes to the e-mail commands:

[template:Name of event template->Calendar]

You can now specify a calendar when firing event template. This command can be used on messages, events and when creating prospects.

[add user: Name of User]

In addition to messages and events you can now add managing users to a newly created prospect.

[remove user: Name of User]

In addition to messages and events you can now remove managing users from a newly created prospect.

Additionally, these commands can be included in E-Mail templates (or any e-mail sent out of Heap), messages sent to the WebHook and much more.

The offline mobile interface for Heap CRM now works on devices that run Firefox Mobile (most notably the Nokia N900). This is the very same software that you can run offline on your iPhone/iPod Touch, Android device, Palm Pre/Pixi or iPad.

To use the software offline, just go the mobile address (YourSubDomain.crmondemand.biz/m/). You will be presented with a warning:

Once you accept, click to bookmark the site.

Depending on the dimensions of your device, you will either get the tablet or the phone version of the software.

Heap CRM now keeps your uploaded and created files organized in Google Docs. Heap maintains some folders under the folder CRM:

But Heap will maintain whatever organization you have already. If you create a folder named “setup” (for instance) under an existing folder, Heap won’t create a new one, it will use the existing folder.

QuickViews are also kept together, and this folder is shared between Heap and Torch, so you can quickly delete it when you no longer need the QuickViews