Torch Project Management’s New Google Drive / Docs Page and Other Interface Improvements

Sunday, June 17th, 2012

The Google Drive / Docs section in Torch has received a facelift to make it both easier to use and faster to access the content on your Google Drive.

Adding Documents:

Just start to type the name of a document in the search box on the right. As you type, the search results will update in the drop-down. You might also notice that collections (also called folders in Google Drive) appear below the item colored in red.

Any document you add will automatically have its permission adjusted to match the project.

Uploading Documents:

If you want to upload a document to Google Drive, just drag the file(s) to the document list area. Any document you add will automatically have its permission adjusted to match the project. Additionally, they will automatically be organized (using the project name) within your Google Drive.

Please note: This feature requires a bleeding edge HTML5 API which is only currently supported by Chrome 12+ and Firefox 5+. Safari will add support soon in an upcoming update. IE will add support in version 10.

Users and User Access:

When a Torch account had a large number of external users, it sometimes become difficult to assign the right person to a project or find the right person under the users tab.

Now under the project access page, you simply search for the person or company:

Under the external users page, you can filter the list by typing in the person's name, company, phone, etc. into the "Filter List" box:

Additionally, it is now more convent than ever to create users. No longer do you have to specify a password, just leave it blank and a random password will be generated instead:

Finally, sometimes people want to create a user but not send the credentials to the new participant. This can happen when you want people's emails to automatically import into the project, but you really don't expect them to sign in to Torch. That's now possible:

Bids / Invoices:

One last thing, some users found it confusing to send bids and invoices through the comments system. While you can still send bids and invoices in this way, there is now a simple one click way to send the item over e-mail:

Need to insert a file into an E-Mail (or E-Mail Template)? Upload it to Google Docs directly from the insert window (Heap CRM)

Friday, July 15th, 2011

Let's say you're working on an E-Mail or (or E-Mail Template) in Heap CRM and you want to insert a Google Doc. But the file isn't upload to Docs yet. No problem, just drag the file directly from your computer and drop it on the "Insert Google Docs" window:

This feature requires a bleeding edge HTML5 API which is only currently supported by Chrome 12+ and Firefox 5+. Safari will add support soon in an upcoming update. IE may add support in version 10.

Upload Any File to Google Docs (Heap CRM and Torch Project Management)

Thursday, July 14th, 2011

Google Docs recently added the ability to upload any kind of file (even if it isn't understood by Docs). And now you can upload any type of file from Heap CRM or Torch Project Management to Google Docs.

If the file is something that Docs can read, it will be converted, otherwise it will just be saved in your Docs account.

"View in Google Docs" has also been updated to exploit this feature: now almost every type of file has some sort of Docs viewer available. In this example, there are options to view two document type files and one option to extract the text from an image:

List too Long? Find It! (Heap CRM and Torch Project Management)

Sunday, August 1st, 2010

If a drop-down list of Google Docs is really long it might not be easy to find the proper item. Now in Heap CRM and Torch Project Management you can select "-- find --" (always the last item) and search Google Docs for the correct file.

Additionally, find is available in Heap CRM anytime you are trying to make/change an association:

Once you perform a search, the drop-down will change to include only the search results.

Use Google OCR Directly from Heap or Torch

Sunday, June 27th, 2010

Whenever you have an image file in Heap CRM or Torch Project Management, not only will you be given the option to do a quick view, but you will now see a button to send the file to Google Docs for optical character recognition (OCR).

This is handy if you have scanned image files that you would prefer to be converted to text.

Insert Google Docs into E-Mail Templates (Heap CRM)

Sunday, June 20th, 2010

If you have setup the connection to Google Docs in Heap CRM, you can now insert Google Docs into E-Mail templates.

Additionally, you can automatically share the file on insertion with everyone by checking the appropriate box.

Automatic Google Docs Organization (Heap CRM)

Tuesday, April 13th, 2010

Heap CRM now keeps your uploaded and created files organized in Google Docs. Heap maintains some folders under the folder CRM:

But Heap will maintain whatever organization you have already. If you create a folder named "setup" (for instance) under an existing folder, Heap won't create a new one, it will use the existing folder.

QuickViews are also kept together, and this folder is shared between Heap and Torch, so you can quickly delete it when you no longer need the QuickViews

Automatic Google Docs Organization (Torch Project Management)

Tuesday, April 13th, 2010

Torch Project Management now keeps your uploaded and created files organized in Google Docs. Docs & spreadsheets are placed in a folder named after the particular project.

But Torch will maintain whatever organization you have already. If you create a folder named "budgets" (for instance) under an existing folder, Torch won't create a new one, it will use the existing folder.

QuickViews are also kept together, and this folder is shared between Heap and Torch, so you can quickly delete it when you no longer need the QuickViews.

Import/Export Search Report Commands in Heap CRM

Saturday, March 27th, 2010

Do you help other companies setup complex search reports in Heap CRM? You can now import/export your search report commands:

Export Search Reports

Import Search Reports

If you have setup a connection to Google Docs, you can view this data directly in a Google Spreadsheet:

Search Reports in Google Spreadsheets

Getting Heap and Torch Data from Google Docs

Sunday, January 17th, 2010

One of the great things about Google Docs spreadsheets is how easy it is to add functionality. Google Apps Scripts allows you to write your own functions in JavaScript, right within in the spreadsheet. And now you can retrieve data from Heap CRM and Torch Project Management directly from the script.

Here is a sample worksheet:

You will notice that I have two menus (each with two options). However you can also interact with this data as a formula like so:

And in every other respect they are just spreadsheet cells. So here I've used the functions to reference the user name and category cell and then just filled the columns:

The reverse is also possible. You could use a script to retrieve data in a spreadsheet and post it to Heap and/or Torch. One use case is when using Google Forms you could have all or part of a form submission automatically posted to Heap or Torch.

The developer documentation and sample code is here:

Torch WebHook >
Heap WebHook >