Torch Project Management’s budgets have been enhanced with two new features: User specific budgets and the ability to view tasks. Now when you start digging into what a specific user is doing, you can set a budget for them on a particular project or category (it defaults to the budget for the project/category before you set it). This is separate from the budgets on the category/project itself, however, you set it the same way, just click the edit button next to the line.

You can also now view the tasks by just clicking on the red task count:

Once the pop-up is open you can complete the event, pin the event, e-mail the pinned users or open the event. This pop-up is available as you dig into a project, category, user, etc. So you can be very specific about what you are looking at.

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 five new e-mail commands:

[template:Name of event template]

Fires an event template against the associated prospect

[add category: Name of Category]

Adds a category to the associated prospect

[remove category: Name of Category]

Removes a category from the associated prospect

[add user: Name of User]

Adds a managing user to associated prospect

[remove user: Name of User]

Removes a managing user from the associated prospect

All of these commands can be included in e-mail messages sent to message+… and event+…. You can have as many of each as you want.

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. (This means you can have an e-mail template fire an event template which in turn creates more events that fire another event template; our number one feature request from our power users)

You now can drag events to the arrows next to the month and year to move or copy (holding down shift on drop to copy):

This works in both Heap CRM and Torch Project Management in every calendar view.

Just like twitter support, Heap CRM now detects statements in the person notes section like:

Google profile: TimOReilly

Or

His Google buzz is TimOReilly.

You can include as many buzz addresses as you wish for a particular person and Heap properly orders, not only the contents of all the buzz feeds, but also the twitter feeds into one single timeline:

Heap’s webhook is really smart. Basically, no matter what you throw at it, it will do something intelligent. All it really needs is to know is what you are sending. How do you do this in MailChimp? Well, you just need to “tag” the field with the field name in Heap; this is what it would look like with the notes field:

Not only can you save to any contact field (or transaction field if you decide to create a prospect) but you can also save into custom values:

And if you need to post predefined values, you have the option to make a field hidden:

If you are posting to the Heap CRM WebHook, you can now post to custom values: Just place the value in a POST or JSON field named the same thing as your custom value field name. If the custom value field name is something like “Referral Name” that can’t be sent over POST or JSON, just remove the spaces from the field name (e.g., “ReferralName”).

When you are viewing budgets in Torch Project Management, you now see the number of incomplete tasks next to each item:

On project and categories you see the total number of tasks (bottom half of the screen). However, as you drill down through the people you see tasks that they have pinned (top half of the screen). This allows you to not only see the progress of the project but also detect under/over usage of certain employees.

You can now quick edit a person when you see them in any list (on the people page, in search results and in the related people list) in Heap CRM. Just click on the small edit button on the top:

Make your changes and click the checkmark at the top:

Much like the quick edit feature in messages, this doesn’t replace the main person page (obviously) but if you are just trying to fix a phone number it should be faster.

You can now see/edit the pin condition of other users on events/tasks in Torch Project Management. On any event/task, regardless if it is on the calendar, in message search results, in your task drawer, etc, you will see a sideways pin at the end. If you click on it, a pop-up containing all of the other users will the pin state will appear (click on the pin to change the condition):

Remember, you can also see the pin condition of other users on messages by going to the message detail page.

There is new type of user in Torch Project Management: Limited Internal User. These users are intended for temporary workers in your company. Unlike internal users, they only have access to projects you assign them to.

Like standard internal users, they can enter time and expenses and a standard/admin internal user can import that information onto an invoice. However, limited internal users can’t export time and expenses and they can’t create bids, invoices or see budgets.

When you are creating/editing an internal user, you will now see this drop down: