As some of you may know, Alfred 2.0 was released this week. To make sure everyone can upgrade and take advantage of the new features all of our extensions (now called workflows in 2.0) have been upgraded. Links to the new workflows are in the knowledge base articles:
You can now trigger an additional email as part of your automation scheme by using the following command.
[message:Title of Message: Body of Message]
The body can run onto multiple lines, but it must end with nothing else on the line except the ending "]". E.G.
[message: Notes about the Client: This is some notes about the client:
1. They are nice
2. They don't like e-mail]
If all this automation talk is new to you, take a look at our automator Ninja article.
1) Makes sure you have the latest version of the ports tree. In the terminal type:
sudo port -v selfupdate
2a) Install HeapCL. In the terminal type:
sudo port install heapcl
2b) Install TorchCL. In the terminal type:
sudo port install torchcl
And that's it!
For those of you looking at the Google Drive interface improvements to Torch Project Management with a bit of jealously, the same type of improvements are now in Heap CRM.
When you create message, simply start typing the name of the file you want (on your Google Drive) and list will appear:
You can add as many files to a message as you want. Heap is smart enough to adjust the permissions of those files so that all of the users in your Heap account can see them.
If you are using a modern browser it is now stupidly simply to upload files to Google Drive. Just drag and drop on the create message area:
Additionally, in any place you compose e-mail or e-mail templates within Heap, you can now use this same search feature to insert links to files in Google Drive:
And, like messages, you just drag and drop file onto the window to upload files to Google Drive.
Using the "Snippet for Heap CRM" Safari Extension, users of Heap CRM can quickly select content from any website and save it as a message in Heap CRM. This is the Safari equivalent to the "Save to Heap CRM" Chrome Extension.
The extension works offline and periodically syncs with the Heap service. This means that the interface is always snappy and it even works on unstable connections.
Oh, and the extension is updated to look great on retina displays.
The new retina display on the iPad and MacBook Pro present a challenge for web application developers. It means designing special graphics for a relatively small number of devices. There is another approach: vector graphics (which look good at any resolution).
Firefox, Safari and Chrome have support SVG graphics (a vector format) for many versions. But due to a lack of support in Internet Explorer, using SVG on a wide scale wasn't particularly practical. That changed last year with the release of IE 9. Now all major browsers have support for SVG and there has been a sufficient amount of time for people to upgrade.
So, as you might have guessed by now, Heap CRM's graphics have been recreated in SVG. Not only do people with higher resolution displays benefit, but anyone can zoom the interface and the graphics still look great; and vector graphics will still look good regardless of what resolution a vendor might release next. Let's take a look at how this looks (screenshots taken from a Retina MacBook Pro):
Prospect on Dashboard:
Messages (with a loading graphic):
Finally, the Safari Extension have also been updated to display properly on high resolution displays:
As always with these sort of updates, if you aren't seeing something or something is behaving strange, empty your browser cache.
Accessing the new reports in Heap CRM from Google Spreadsheets is easy! Once you install the script from the gallery (instruction in the knowledge base), you can get pipeline or activity information by using the menu:
Or using a formula, such as:
=Pipeline("value","lead", C9, "John Doe")
Categories are a great way to organize the people and transactions in your Heap CRM account. Using categories you can track properties of a person (such as industry), source of the referral or a thousand other things. The beauty of categories is that they are at the person level, so while you can change them on any transaction, they are always consistent across the person (no need for duplicate entry in the transactions).
However, categories have their drawbacks:
- You can't set them on a specific transaction without applying them to the person
- There is no notion of who set the category
- They aren't designed for scenarios where you have an extremely large number of disparate category names (thousands) - after all, they are listed down the right hand side of the screen
All three of these issues are resolved using a new feature in Heap: labels. Labels are Heap's answer to transaction specific organization. Their implemented as part of the new action menu introduced in December. Let's take a look:
Labels under Action Menu
Notice, there is an area indicating whether a label is yours or another user. If someone else has used a label that you'd like to mark as your own, that's ok labels can have multiple owners.
Adding a label is super easy, just start typing in the add label box. On modern browsers (Chrome, Firefox, Safari) you'll be provided suggestions based past labels (based on the first few characters). Then just hit enter and the label will be added.
Each label is clickable allowing you to automatically search for other prospects with the same label. If you click on a label under "mine" it will only search for prospects where you have used that label. But, if you click on a label under "other" it will search of that label regardless of who used it.
Labels in Search
Search has been updated with two new search operators:
So, "label" searches for any prospect that is labeled a particular way regardless of who labeled it. "My-label" searches for any prospect labeled by you. An example of the former would be:
An example of the latter would be:
For more information about Heap CRM's search system, you might check out:
Labels in E-Mail Commands
Three new email commands have been added to accommodate labels:
- add label (for messages and events)
- remove label (for messages and events)
- label (for prospects)
So, in the body of any email sent to Heap (that will be associated to a prospect) you can label the prospect just by typing:
[add label: Name of Label]
Or remove a label by typing:
[remove label: Name of Label]
If you are creating a prospect by email, you can add a label by typing:
[label: Name of Label]
But these are email commands, and as long time users of Heap know email commands aren't just for email. They can also be used in:
- E-Mails sent on a schedule
- Event descriptions instructed to evaluate
- Messages sent to the WebHook
For more information about Heap CRM's email commands, you might check out:
You can now retrieve messages using the Heap CRM webhook. If I set the variable (JSON, POST or GET) “list” to “messages John Doe” I will get a JSON payload containing messages associated to the prospect John Doe.
Sense HeapCL is just a client to the WebHook, you can now retrieve this information directly from the terminal. If I type:
./heapCL --list "messages John Doe" --save "messages.csv"
I'll get a CSV containing messages associated to John Doe. If I type:
./heapCL --list "messages John Doe" --save "messages.txt"
I'll get a plain text file containing each message.
HeapCL has been updated, so all users should download the latest version.
Certain actions in Heap CRM are pretty common: adding/removing a person or prospect to a category, changing the managing users and creating prospects from existing people. But until now, these features were not differentiated in the interface: you still had to go to the person or prospect details page to change them. Now, you can take these actions from any list, search, dashboard or related person view using the action button.
The action button is a gear located to the right of a person or prospect:
In the case of a person, clicking on this button allows you to change categories, create prospects or duplicate the person:
In the case of a prospect, clicking this button allows you to change categories, change managing users, or convert the stage of transaction: