Torch Project Management Gravatar Support and E-Mail Notification Indicators

Monday, June 15th, 2009

Torch now supports gravatars and indicates what recipients will be notified of updates through e-mail alerts. Here is the new message details pages:

CreativeArc - Messages-annotated

What is a gravatar (from the gravatar site):

A gravatar, or globally recognized avatar, is quite simply an image that follows you from site to site appearing beside your name when you do things.

Time Entries and Follow-up Events:

You can now enter and edit time entries and follow-up events much quicker. In the case of follow-up events you can now edit and add them from any view, you no longer have to open the message to enter edit mode.

Heap CRM Gravatar Support and E-Mail Notification Indicators

Monday, June 15th, 2009

Heap CRM now supports gravatars and indicates what recipients will be notified of updates through e-mail alerts. Here is the new message details pages:

CreativeArc - Messages-annotated

Gravatars also show up on people throughout the application:

CreativeArc - All People-annotated

What is a gravatar (from the gravatar site):

A gravatar, or globally recognized avatar, is quite simply an image that follows you from site to site appearing beside your name when you do things.

Other new feature: new message operators -

You can now update the value and probability of the associated prospect when sending in e-mail using these new operators:

[value: 1000]
[probability:.5]

Get Alerts via E-Mail in Heap and Torch

Monday, June 1st, 2009

You can now receive an hourly activity report via e-mail as an alternative to RSS. In the message section (in both Heap and Torch) you will notice a button that says "E-Mail Alert". This is a toggle. Just click on it and it will change:

message-e-mail-alerts

You can also select a category first then click on the toggle. This allows you to select only the categories you are interested in.

You can also select individual messages. Just go to comments page and click here:

e-mail-alerts-comments-page

Specifically in Heap there is one more option. You can get E-Mail alerts for all messages and comments that are associated to a prospect where you are one of the managing users. Go to the dashboard and expand "Recent Prospect Activity":

dashboar-e-mail-alerts-cropped

No matter how many different categories, specific messages or different projects (in the case of Torch) you turn on, all the new messages and comments will be bundled together in one e-mail that you can look at once an hour.