Early Changes as a Result of Customer Feedback

Wednesday, October 22nd, 2008

We'll continue to run the current survey until Monday. However, we've already made four feature changes to Heap CRM based on early results and the forums (currently in beta).

1) The "person notes" are now a collapsable section on the Lead, Opportunity, Customer and Archive details page:

2) You can now duplicate people. This option is available on the Person page:

3) You can see if an event is setup to send an e-mail template without expanding it (you can see which template it is sending by hovering your mouse over the "@"):

4) The calendar you were last on is retained on the Lead, Opportunity, Customer and Archive details instead of defaulting to "all"

Collapsable Prospect Details Page

Monday, October 13th, 2008

You can now collapse the main sections of the details page for leads, opportunity, customers and archives in Heap CRM.

This should allow you to move extremely large prospects much faster.