Recommended Custom Values (Heap CRM)

Monday, July 12th, 2010

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.

Search for Ranges in Custom Values (Heap CRM)

Saturday, July 10th, 2010

The Heap CRM "custom-value:" bucket selector now accepts greater than and less than operations. Let's say you have a custom value field called "Unrecoverable Cost" where you store costs associated with a transaction but are unchangeable. You could search for:

custom-value:Unrecoverable Cost>200

And find every prospect where the costs equal or exceed 200.

You can also search dates as well. If you had a custom value field named "Contract End Date" and you wanted to find every prospect who's contact ended this month you could search for:

custom-value:Contract End Date>7/1/2010 custom-value:Contract End Date<7/31/2010

Just as before, you can type in text, dates, and numbers in custom values. Heap does the work of detecting the type of data.

Remember, when you are searching prospects, you are searching prospect level custom values and when you are searching people you are searching people level custom values.

Using Custom and/or Hidden Fields when Receiving Data from MailChimp (Heap CRM)

Monday, February 8th, 2010

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:

Heap CRM WebHooks Now Accepts Custom Values

Monday, February 8th, 2010

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").

Use Custom Values in Templates with Heap CRM

Thursday, November 19th, 2009

You can now include custom values in your templates with Heap. Just include:

[custom=Name of Custom Value]

For instance the following e-mail template includes two custom values (one at the prospect and one at the person level):

This technique also works with:

  • Event Templates
  • Google Docs