Related Messages in Heap CRM

Thursday, September 17th, 2009

You can now see related messages in Heap CRM. Looking at any message there is now a box on the right of the comment screen that looks like this:

Related Messages

If the message is associated to a prospect, related messages will show messages within that prospect with the same subject line. Otherwise it will show all messages with the same subject line.

Torch Project Management E-Mail Conversation Threading

Thursday, September 17th, 2009

Do you sometimes have e-mail messages that go back in forth? Now in Torch, you have the option to have the entire conversation collapsed into a single message.

First you have to enable e-mail threading:

Threading Option in Settings

Now, let's say I need to reply to this e-mail (where the first message is already in Torch):

E-Mail Conversation

The reply shows up as a comment instead of an entirely new message:

Comment

This works regardless of how many people are involved in the conversation or how many replies you have.