To keep it simple, there is only two required fields: date and title. Just like in the app, the start and end time is parsed directly from the title field. However, all fields are supported, including fields like association that make connections throughout the application.
The import format matches the event CSV export added to HeapCL in March.
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:
Torch Project Management not includes an options to only view pinned items under messages and the calendar:
Using the "My Events in Heap CRM" Chrome 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.
Heap CRM and Torch Project Management both got a new feature in the calendars today. As you know, you can unlock an event, then move it by dragging. Now if you do that same action:
And hold down the shift key during the drop, you will copy the event instead of moving it:
You can also copy the event to another month (still using the shift key on the drop):
Or another calendar (still using the shift key on the drop):
This is the new dashboard for Heap CRM:
This is a complete redesign of the Heap CRM dashboard, so let’s start big picture. The new dashboard is broken up into sections:
- Upcoming (Uncompleted) Events
- New Two Weeks
- Recent Prospect Activity
- Upcoming Prospect Activity
Each section can be collapsed or expanded using the “+” or “-” on the far right and Heap will remember which sections are expanded and which are collapsed. If you have more than 20 items in a given section you will see a “Load more …” button which allows you to load more items for that section.
The “Event Selector” in the top right controls which events show up in the sections “Overdue,” “Upcoming (Uncompleted) Events” and “Next Two Weeks.” The event selector contains the following:
- All Events
- Associated to My Prospects
- [Your Calendars]
- My Calendar
“All Events” contains every event that you have access to (so any event on any of the calendars, on your “My Calendar,” associated to prospect or associated to a message). “Associated to My Prospects” contains any event where the event is associated to a lead, opportunity, customer or archive where you are one of the managing users.
Overdue and Upcoming Events Sections
Both the “Overdue” and “Upcoming Events” sections list uncompleted events. “Overdue” shows events that are past due and orders them with the most recent events at the top. “Upcoming Events” shows events that will occur in the future starting with the events closest to today.
These sections contain a number of new features showing different information about the event in question (indicated in the above image). Make note of the ability see additional information about the associated prospect. This allows you to accomplish the task without having to switch pages to get contact info.
Next Two Weeks
Just like the “Overdue” and “Upcoming Events,” the events that “Next Two Weeks” shows is determined by the “Event Selector.”
In general this section should be familiar to most Heap users, however, there is one condition which is a bit odd. If you create an event while “Associated to My Prospects” is selected but the event you create isn’t associated to one of your prospects, the event will appear to vanish. The event was created, but it won’t show because it isn’t associated to one of your prospects. You can see the event by changing to “All Events” or “My Calendar.”
Recent Prospect Activity and Upcoming Prospect Activity
“Recent Prospect Activity” and “Upcoming Prospect Activity” show leads, opportunities and customers where you are one of the managing users. For each prospect you will see contact info as well as the five most recent messages.
"Recent Prospect Activity" shows prospects based on recent message activity while “Upcoming Prospect Activity” shows prospects based on how soon there is an uncompleted event for the prospect.
There were other updates to Heap CRM today including:
- The prospect page now remembers which sections are collapsed or expanded
- Updates to iCalendar feeds
- General bug fixes
We'll continue to run the current survey until Monday. However, we've already made four feature changes to Heap CRM based on early results and the forums (currently in beta).
1) The "person notes" are now a collapsable section on the Lead, Opportunity, Customer and Archive details page:
2) You can now duplicate people. This option is available on the Person page:
3) You can see if an event is setup to send an e-mail template without expanding it (you can see which template it is sending by hovering your mouse over the "@"):
4) The calendar you were last on is retained on the Lead, Opportunity, Customer and Archive details instead of defaulting to "all"
Ever want to move an event from one calendar to another in Heap CRM? Ever want to move an event from month? Now you can, just by dragging.
Say I want to move an event from one calendar to another, just unlock the event and start dragging.
Then drop on the calendar you want the event.
Same with moving events from month to month. Unlock the event and drag to the month that you want.