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.
