Trigger an Additional Message from Within E-Mail Templates or Description Execution (Heap CRM)

Thursday, March 7th, 2013

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.

Updates to Heap CRM’s Interface to Google Drive / Docs

Tuesday, July 31st, 2012

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.

Get Messages from the Heap CRM WebHook (and HeapCL)

Friday, January 6th, 2012

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.

HeapCL >

Get Messages from the Torch Project Management WebHook (and TorchCL)

Friday, January 6th, 2012

You can now retrieve messages using the Torch Project Management 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 TorchCL is just a client to the WebHook, you can now retrieve this information directly from the terminal. If I type:

./torchCL --list "messages WebSite Design" --save "messages.csv"

I'll get a CSV containing messages in the project WebSite Design. If I type:

./torchCL --list "messages WebSite Design" --save "messages.txt"

I'll get a plain text file containing each message.

TorchCL has been updated, so all users should download the latest version.

TorchCL >

View Only Pinned Messages and Events in Torch

Tuesday, March 2nd, 2010

Torch Project Management not includes an options to only view pinned items under messages and the calendar:

Update to Heap WebHook

Monday, December 7th, 2009

You can now create messages using Heap CRM's webhook. Just place a title and message variable inside the JSON payload instead of the person/prospect data and a message will be created. Further, the message body will be scanned for the same commands as e-mail messages.

An example payload might look like something like this:

{
"title":"Talked to the Client",
"body":"Spent time with client \n\n[category:Meetings]\n[event:+1 Week:Follow-up with client]"
}

Quickly Change Category and Association in Heap CRM

Thursday, October 22nd, 2009

Recently it become clear that a lot of our Heap CRM customers spend a lot of time organizing their messages. There is now a faster way to do that from any message list:

Change Category 1

Now directly from the list you can change the category and association:

Change Category 2

New Torch Dashboard

Saturday, January 24th, 2009

Torch Dashboard

Now all of the features of the four individual dashboards are in one. Each section can be expanded or collapsed and Torch will remember which is opened and closed when you come back.

You can also view all items across all active projects (that you have access to) or just view pinned items (again, Torch will remember these settings).

An Entirely New Dashboard for Heap CRM (Now with Sections)

Tuesday, January 6th, 2009

This is the new dashboard for Heap CRM:

Heap CRM New Dashboard

This is a complete redesign of the Heap CRM dashboard, so let’s start big picture. The new dashboard is broken up into sections:

  • Overdue
  • Upcoming (Uncompleted) Events
  • New Two Weeks
  • Recent Prospect Activity
  • Upcoming Prospect Activity

Each section can be collapsed or expanded using the “+” or “-” on the far right and Heap will remember which sections are expanded and which are collapsed. If you have more than 20 items in a given section you will see a “Load more …” button which allows you to load more items for that section.

The “Event Selector” in the top right controls which events show up in the sections “Overdue,” “Upcoming (Uncompleted) Events” and “Next Two Weeks.” The event selector contains the following:

  • All Events
  • Associated to My Prospects
  • [Your Calendars]
  • My Calendar

“All Events” contains every event that you have access to (so any event on any of the calendars, on your “My Calendar,” associated to prospect or associated to a message). “Associated to My Prospects” contains any event where the event is associated to a lead, opportunity, customer or archive where you are one of the managing users.

Overdue and Upcoming Events Sections

Both the “Overdue” and “Upcoming Events” sections list uncompleted events. “Overdue” shows events that are past due and orders them with the most recent events at the top. “Upcoming Events” shows events that will occur in the future starting with the events closest to today.

These sections contain a number of new features showing different information about the event in question (indicated in the above image). Make note of the ability see additional information about the associated prospect. This allows you to accomplish the task without having to switch pages to get contact info.

Next Two Weeks

Just like the “Overdue” and “Upcoming Events,” the events that “Next Two Weeks” shows is determined by the “Event Selector.”

In general this section should be familiar to most Heap users, however, there is one condition which is a bit odd. If you create an event while “Associated to My Prospects” is selected but the event you create isn’t associated to one of your prospects, the event will appear to vanish. The event was created, but it won’t show because it isn’t associated to one of your prospects. You can see the event by changing to “All Events” or “My Calendar.”

Recent Prospect Activity and Upcoming Prospect Activity

“Recent Prospect Activity” and “Upcoming Prospect Activity” show leads, opportunities and customers where you are one of the managing users. For each prospect you will see contact info as well as the five most recent messages.

"Recent Prospect Activity" shows prospects based on recent message activity while “Upcoming Prospect Activity” shows prospects based on how soon there is an uncompleted event for the prospect.

Other Updates

There were other updates to Heap CRM today including:

  • The prospect page now remembers which sections are collapsed or expanded
  • Updates to iCalendar feeds
  • General bug fixes

Heap CRM Dashboard – iPhone Native App

Saturday, July 19th, 2008

We were going to wait until this was available in the iTunes App Store, but we've gotten so many questions about it, that I thought it was time to share.

This is Heap Dashboard, our first (but not last) iPhone native app that connects to Heap CRM:

The goal of this app is not to replace the iPhone optimized version (in fact it links to it), but to provide mobile users of Heap quick (and offline) access to their most relevant data. The screenshot you see here is a shot of the prospect (leads, opportunities and customers) details page. A level up (in the navigation) is the list of prospects (where you are one of the managing users) and levels down include the message details page and the add message page.

Unfortunately, I don't know how long it will be until this is available. The app has been done for some time so it is completely in Apple's court.

Our general policy with "alternative interfaces" for our web apps is to give them away; and that's probably what will happen this time. But I'm not exactly clear on how Apple's business model works when the app connects to a pay-for web service.

So, if they request a portion of the monthly revenue from Heap CRM, we will instead charge some very minimal amount for the app in the store. We will give you a 70% credit (that's our cut) of the price to any user who requests it. It's not our goal to make money on the app itself.

EDIT
Heap Dashboard is now available in the iTunes App Store here: