TextExpander Snippets for Heap CRM

Friday, June 18th, 2010

Here are a couple of TextExpander snippet groups you can use when you e-mail Heap CRM. In TextExpander, click the "+" and select "Add Group from URL":

At this screen you can type in either:

  1. http://crmondemand.biz/snippets/Fill-in.textexpander
  2. http://crmondemand.biz/snippets/Advanced.textexpander

This will result in the following snippet group:

If you decide to use the "Fill-in" address you will be presented with a form that looks similar to this whenever you expand a snippet:

If would prefer, however, to just have the snippet expand without the form, use the "Advanced" address.

TextExpander Snippets for Torch Project Management

Thursday, June 17th, 2010

Here are a couple of TextExpander snippet groups you can use when you e-mail Torch Project Management. In TextExpander, click the "+" and select "Add Group from URL":

At this screen you can type in either:

  1. http://mytorch.net/snippets/Fill-in.textexpander
  2. http://mytorch.net/snippets/Advanced.textexpander

This will result in the following snippet group:

If you decide to use the "Fill-in" address you will be presented with a form that looks similar to this whenever you expand a snippet:

If would prefer, however, to just have the snippet expand without the form, use the "Advanced" address.

Heap CRM / TextExpander & Texter Bundles

Tuesday, April 22nd, 2008

We're publishing our TextExpander and Texter bundles for an upcoming series on best practices with Heap CRM. These bundles make it faster to give special instructions to Heap over e-mail.

To Install Heap CRM Bundle with TextExpander

  1. Click "Apple"->"System Preference"->"TextExpander"
  2. From the "+" menu, Select "Add Group from URL"
  3. Type: http://heap.wbpsystems.com/heap.textexpander

To Install Heap CRM Bundle with Texter

  1. Download the Texter Bundle
  2. Click the "Texter" icon in the tray
  3. Select "Bundles"->"Import"