37signals enhances Highrise linking feature

Jarrod Skeggs — Wed, 02 Sep 2009 13:37:45 +0000

37signals, some of the greatest Web 2.0 pioneers on the planet today in my opinion, announced a really awesome enhancement to their Highrise web based CRM product today. It’s now easier than ever to link an Email or a Note to a Case or a Deal in Highrise. I highly recommend that you take a moment and watch the video that they’ve posted. There is a link below to the full post. Here’s a quote from the 37signals Product Blog…

Today we launched a new Highrise feature that makes it a lot faster and easier to file a note or email under a case or deal. This new feature will save you clicks and time — especially when filing a lot of notes/emails one after another.

One thing that I note related to this new feature is that it appears that you must be in Excerpt view in order for the new feature to work. I was trying to do this from the List view and it doesn’t seem to work from within that view. I have queried the guys at 37signals about this and I’ll update any information that they provide.

Forgot to bcc your Highrise Dropbox? No problem

Jarrod Skeggs — Thu, 23 Jul 2009 19:06:33 +0000

One of the biggest benefits of using Highrise as a CRM solution is the ability to capture and link email correspondence related to Contacts or Companies in your database. If you’ve used Highrise for any length of time and have used the Dropbox feature, you’ve probably sent an email to someone and forgotten to bcc your Dropbox at one point or another. Don’t fret, you can still link that email you sent to the correct Contact or Company using the Dropbox. Here’s how…

Within your Email client, navigate to the culprit email. (That would be the one that you sent without bcc’ing your Highrise Dropbox and it should be located in your SENT folder).
After locating that email, hit the Forward button in preparation to forward it on to your Highrise Dropbox.
Before you forward the email to your Highrise Dropbox, you’ll want to go and change the From information. At present, it should show that the email was from You. You’ll want to edit this so that the email shows From the Contact or Company you wish to link it to in Highrise. Here’s how:
Email currently shows this information: From: Me
Edit this information to show the Contact name and email address that is in the Contact record in Highrise, ie: From: First Last
Once you have edited the From information, make sure that you have entered the forwarding address to go to your Highrise Dropbox.
Hit the send button and then check your Highrise Dashboard. You should see the email there, linked to the Contact or Company that you specified in step 5.

Highrise is an amazingly efficient and easy to use Client Relationship Management application that is completely web based. Click the Highrise graphic above to explore Highrise in a little more depth and find out how to get your 30 day free trial. We offer Highrise Implementation and Consulting services so feel free to call on us if you need assistance.

Helpful relevant links for this post: Highrise, CRM (Client Relationship Management), Highrise Consulting Rates

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37signals enhances Highrise linking feature

Forgot to bcc your Highrise Dropbox? No problem