Changes to Torch Project Management as a Result of the Survey

Thursday, September 3rd, 2009

There are two new features as a result of the survey:

  • Import sections from bids and invoices
  • Remove the comment box on invoices and bids when printing

The import feature allows you to duplicate any invoice or bid in an active project (making it basically a template). You can find this feature here:

Import Invoices - Bids

The second feature was pretty minor, but a large number of people requested it: Hiding the comment box when printing invoices and bids. The box will still appear when you viewing on screen but will disappear when print.

Using the New Merge to Google Docs Feature

Tuesday, February 24th, 2009

With the addition of the new merge to Google Docs capability in Heap CRM, I thought it would be good to cover both the creation of a template and a typical use.

Ok, so the obvious use of this feature it to create a whole bunch of letters or something all at once. The less obvious use is to create templates for common correspondence. For instance, here is my standard letter to new partners:


So, on a lead page, I'm going to select export to Google Docs:


I'm going to select the template and give it a name:


And then merge the document:


Now, once I click on the link, this is my final result: