Send Your Voice to Heap CRM

Sunday, February 3rd, 2008

Ever needed to take a note when you only had a phone? Now you can with Jott. Jott is a service that converts voice messages to text and either sends them in e-mail or forwards them to a web 2.0 application (like Heap).

Here's how you set it up.

1) Sign-up for a Jott account at Jott.com (it's free)* *(EDIT: This was true when this post was written, however, Jott has started to charge to connect to business services)
2) Go to the tab labeled "Jott Links"
3) Click on the "Add it Here" button on the right
4) OK, fill out this form like so:

Jott Link Setup for Heap CRM

Setup URL:http://www.wbpsystems.com/jott/login.php
Link URL: http://www.wbpsystems.com/jott/api.php

5) Enter your e-mail password to your Heap CRM Account.

Setup Jott Link

6) Select your account

Setup Jott Link

That's it! Now you can send messages to Heap directly from your phone.

New Address Data Detector in Heap CRM

Sunday, January 27th, 2008

Next time you have an address in an e-mail, message, comment, etc. you might notice a small globe similar to this.

Address Data Detector

This is a data detector (Heap's newest) and if you click on it, it takes you to the location on Google Maps straight away.

Address Data Detector

Text fields in Heap are extremely smart. They of course detect things like e-mails and websites, but they also detect more exotic items such as UPS numbers and chat clients.

Very Simple To-Dos in Heap CRM

Sunday, January 27th, 2008

Ever want to create a to-do list within a message? Sure you could use follow-up events, but that's probably an overkill for something like a shopping list. Instead let's use this little trick.

Here's my shopping list:

Costco Shopping List: Copy Paper, Pens, MacBook Air

Ok, one of these I need to draw attention to (with @highlight), because we are completely out and one I already purchased, so I can mark that off (with @done).

Costco Shopping List: Copy Paper, Pens, MacBook Air

Heap CRM >