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.

“My” Variables for E-Mail Templates, E-Mail Template List Mode and More

Saturday, November 1st, 2008

We've made some important updates to Heap CRM:

1) My Variables:

This allows users (within the same company) to reuse each others e-mail templates while still keeping their data at the bottom of the automated e-mails.

2) E-Mail Template List Mode:

3) Expansion of the Person Duplicate Function:

This allows you to duplicate and associate as a related person to prospect in one click. You'll find it on the prospect details page.

4) You can now use the followup event format when creating a lead, opportunity, customer or archive by e-mail.