WBP SYSTEMS / Weblog

Easier Install of Google Apps Scripts

Ben — Thu, 26 Aug 2010 21:12:32 +0000

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):

Mobile Offline Access on BlackBerry OS 6 (Heap CRM)

Ben — Wed, 04 Aug 2010 22:37:12 +0000

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.

Mobile Offline Access on BlackBerry OS 6 (Torch Project Management)

Ben — Wed, 04 Aug 2010 22:36:07 +0000

The offline mobile interface for Torch Project Management 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.mytorch.net/m/):

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

List too Long? Find It! (Heap CRM and Torch Project Management)

Ben — Sun, 01 Aug 2010 20:21:33 +0000

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:

Offline Mobile Interface Pixel Perfect on Retina Display (Heap CRM and Torch Project Management)

Ben — Sun, 01 Aug 2010 18:12:27 +0000

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

Move All Events in a View – Torch Project Management

Ben — Thu, 22 Jul 2010 21:32:55 +0000

Sometimes projects get behind/ahead of schedule. Now you can move all uncompleted events in a view by a specified number of days or weeks in Torch Project Management. First look at your filters:

You will only move events that match this view. So if you have a category selected, you will only move events in that category. If you have pinned selected, you will only move events you have pinned. Now click on “Move All Events”:

For convenience, you are presented with a drop-down of weeks. However, you can also specify any arbitrary number of days:

Save Search to Category – Torch Project Management

Ben — Thu, 22 Jul 2010 21:22:22 +0000

In Torch Project Management you can change the category on every item in a search result. Just perform a search for messages, event or Google Docs and Spreadsheets (you can use the same bucket selectors as before). Then select the category on the right or add a new category.

Torch Project Management Search – Detecting Intent

Ben — Sun, 18 Jul 2010 16:20:52 +0000

Torch Project Management 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 project. However, bucket selectors are often confusing to new users.

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

train movement info@acme.com mark@acme.com

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

train movement email:info@acme.com email:mark@acme.com

Additionally, if you searched messages for:

pinned track planning

You probably intended to search pinned messages for “track planning”. So, Torch rewrites this search as:

track planning pinned:yes

Let’s say you searched events for:

uncompleted pinned Mark James

You probably intended to search for an uncompleted event that you have pinned that mentions Mark James. So, torch rewrites this search as:

Mark James complete:no pinned:yes

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 Torch is less sure what you intended.

Heap CRM Search – Detecting Intent

Ben — Fri, 16 Jul 2010 23:51:27 +0000

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.

Recommended Custom Values (Heap CRM)

Ben — Mon, 12 Jul 2010 23:12:53 +0000

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.