Changes to Heap CRM as a Result of the Survey

Sunday, September 13th, 2009

There are two features as a result of the survey:

  • You can customize the names of the tabs
  • E-Mail templates are better organized

Under Settings->Interface you will see this screen:

Modify Tabs

E-Mail templates now show the first few words of the message body when you select them from a drop-down. This is useful when the you have multiple e-mail templates with the same subject line. There is also a few modifications to the e-mail templates page.