Quicker Access to Common Actions in Heap CRM

December 24th, 2011

Certain actions in Heap CRM are pretty common: adding/removing a person or prospect to a category, changing the managing users and creating prospects from existing people. But until now, these features were not differentiated in the interface: you still had to go to the person or prospect details page to change them. Now, you can take these actions from any list, search, dashboard or related person view using the action button.

The action button is a gear located to the right of a person or prospect:

In the case of a person, clicking on this button allows you to change categories, create prospects or duplicate the person:

In the case of a prospect, clicking this button allows you to change categories, change managing users, or convert the stage of transaction:

Heap CRM Automation Comes to Related People

December 22nd, 2011

Heap CRM's ability to automate tasks simply by creating an event is one of its most powerful features. Using this ability, you can automatically send email, perform actions on prospect, setup future events and more. This ability is now available for related people.

Suppose you want to send an email. But you want to send it in a week, to a supplier, not to the main contact:

This works just like when you send to a prospect: you can execute email commands, use variables, use the content of the event itself. However, in this case it is sent to the related person and the person variables are replaced with the related person's data (other variables relating to the transaction stage, event, etc. are still replaced with the appropriate data).

More than just email …

Like events connected to the main contact of the transaction, you can also evaluate the the description box with any set of email commands on any schedule. Just create an event, fill the commands into the description and select "Execute description box".

Use event templates to create events

But you can do all of the above with event templates as well. From the prospect detail page, select to run a template and choose the person you want to use for contact data:

Print your Invoices/Bids to the Cloud with Google Cloud Print (Torch Project Management)

December 17th, 2011

Google has a fantastic product called Google Cloud Print, where you can print from anywhere from any device to any printer you own (assuming you have it registered with the service). You can now print Torch Invoices or Bids to Google Cloud Print.

Click the "Google Cloud Print" button under "Export":

Select your printer:

Save to Torch Project Management Extension

November 13th, 2011

Using the "Save to Torch Project Management" Chrome Extension, users of Torch Project Management can quickly select content from any website and save it as a message in Torch Project Management.

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.

Install >

Save to Heap CRM Extension

November 12th, 2011

Using the "Save to Heap CRM" Chrome Extension, users of Heap CRM can quickly select content from any website and save it as a message in Heap CRM.

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.

Install >

Firefox Extensions for Torch Project Management

September 29th, 2011

Using Firefox extensions you can access Torch Project Management information without opening the web interface.

My Tasks in Torch (Updated):

Using the "My Tasks in Torch" Firefox Extension, users of Torch Project Management can view (and be notified of upcoming) events and add task and event entries without having to open the Torch Project Management web interface.

Install >

Time in Torch (New):

Using the "Time in Torch" Firefox Extension, users of Torch Project Management can view and add time entries without having to open the Torch Project Management web interface.

Install >

Expenses in Torch (New):

Using the "Expenses in Torch" Firefox Extension, users of Torch Project Management can view and add expense entries without having to open the Torch Project Management web interface.

Install >

Who's this for:

Firefox users that want to add Torch functionality to their browser

Who's this not for:

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

Password note:

These extensions use 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:

My Events in Heap CRM for FireFox (Updated)

September 29th, 2011

Using the "My Events in Heap CRM" Firefox Extension, users of Heap CRM can view (and be notified of) events and add event entries without having to open the Heap CRM web interface.

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 access to 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 >

Safari Extensions for Torch Project Management

August 16th, 2011

Using Apple Safari extensions you can access Torch Project Management information without opening the web interface.

My Tasks in Torch:

Using the "My Tasks in Torch" Safari Extension, users of Torch Project Management can view, filter and add task and event entries without having to open the Torch Project Management web interface. Simply type in the filter box at the top to search task and event entries, check the box next to the item to mark it as complete, or press the plus to add new tasks or events.

Install >

Time in Torch:

Using the "Time in Torch" Safari Extension, users of Torch Project Management can view, filter and add time entries without having to open the Torch Project Management web interface. Simply type in the filter box at the top to search time tracking entries, or press the plus to add time entries.

Install >

Expenses in Torch:

Using the "Expenses in Torch" Safari Extension, users of Torch Project Management can view, filter and add expense entries without having to open the Torch Project Management web interface. Simply type in the filter box at the top to search expense tracking entries, or press the plus to add entries.

Install >

Who's this for:

Safari users that want to add Torch functionality to their browser

Who's this not for:

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

My Events in Heap CRM for Safari

August 14th, 2011

Using the "My Events in Heap CRM" Safari Extension, users of Heap CRM can view, filter and add event entries without having to open the Heap CRM web interface. Simply type in the filter box at the top to search event entries, check the box next to the item to mark it as complete, or press the plus to add new events.

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:

Safari users that want access to upcoming events

Who's this not for:

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

Install >

Need to insert a file into an E-Mail (or E-Mail Template)? Upload it to Google Docs directly from the insert window (Heap CRM)

July 15th, 2011

Let's say you're working on an E-Mail or (or E-Mail Template) in Heap CRM and you want to insert a Google Doc. But the file isn't upload to Docs yet. No problem, just drag the file directly from your computer and drop it on the "Insert Google Docs" window:

This feature requires a bleeding edge HTML5 API which is only currently supported by Chrome 12+ and Firefox 5+. Safari will add support soon in an upcoming update. IE may add support in version 10.