Topic: Feature Requests / More deals per account

I’ve always been of the opinion that if you need the functionality then you should pay for it but I tend to agree with Paul Smith on this one.

It seems that the Deals and Cases allocation to the Basic and Personal plans are really just there as a tease. They don’t offer any real functionality with so few allocated and the limits are too restrictive to even get a feel for how they could work on a larger scale.

We’ve been on a Basic Plan for over 18 months, and we currently use 67% of Users, 30% of File Storage and 20% of Contacts. However, we clocked up 100% of Cases and Deals within the first week of them being launched.

I’d like to see an increase in the number of Deals and Cases for the lower end plans, as per the table below, but my hunch is that 37S are trying to discourage small businesses from using Highrise as a pseudo project management tool.

• Basic/20 Cases/20 Deals
• Personal/10 Cases/10 Deals
• Free/1 Case/1 Deal

As it stands, I cannot justify a doubling of the cost of HR just to get access to a few more Deals and Cases, especially when we also pay for a Premium Basecamp and Basic Backpack account.

I guess it’s a Case of no Deal for me.

Topic: How are you using Highrise? / One person, many companies

We use the dominant company as the main reference and add a link to the secondary companies in the “Background Info” text box. [We also use this as a way of linking people; spouses, partners, associates etc.]

We also add the secondary contact details with a prefix denoting the secondary company.

Topic: Feature Requests / Data export

This has now become critical with the Deals function being used.

Topic: Troubleshooting and Bug Reports / "Edit Categories" on Deals new / edit page clears form data

If you use the back button in your browser, you should go back to the window with your text still there. Same thing applies with most web apps we use.

Topic: Feature Requests / Deals - Australian dollars

As far as I can tell, the currency selection really only changes the symbol used so the $ is applicable to Australia.

Topic: Feature Requests / Simplify adding emails / notes to deals

The ‘edit’ > ‘add to a deal’ > ‘choose from drop-down’ is very clunky for emails that have been added to the system.

Especially considering that the Deals dropdown includes all Pending, Won & Lost deals. This list is going to be HUGE in 12 months time.

Topic: Feature Requests / Deals tweak:

You’re talking about cash flow. Deals is a different thing.

Topic: Feature Requests / Deals

Following Paul Smith’s lead…

I was happy when I saw the Deals function and can see the benefit but now that I know there’s only 5 for my account… Big Thumbs Down.

We are only a team of 4, unlikely to grow beyond 6 in the near future, so upgrading to a 15user account, with 20k contacts at twice the price, just to get more “Deals” is hard to swallow.

Do they work like Cases, where only active ones are counted?
How can you track deals if you can only get to five?

I wasn’t too fussed about the restriction of Cases but IMO, this is a different type of feature that has a much broader use.

Update: It appears that only Pending Deals are counted towards the limit. Those that are “won’ or “lost” are similar to “closed” cases. This doesn’t help me though, I would have around 20 Deals pending at any given time.

I really hope they reconsider this limit. As it stands, it is unusable for my specific circumstances.

Topic: How are you using Highrise? / What's up with the new Deals function?

I was happy when I saw the Deals function and can see the benefit but now that I know there’s only 5 for my account… Big Thumbs Down.

We are only a team of 4, unlikely to grow beyond 6 in the near future, so upgrading to a 15user account, with 20k contacts at twice the price, just to get more “Deals” is hard to swallow.

Do they work like Cases, where only active ones are counted?
How can you track deals if you can only get to five?

I wasn’t too fussed about the restriction of Cases but IMO, this is a different type of feature that has a much broader use.

Update: It appears that only Pending Deals are counted towards the limit. Those that are “won’ or “lost” are similar to “closed” cases. This doesn’t help me though, I would have around 20 Deals pending at any given time.

I really hope they reconsider this limit. As it stands, it is unusable for my specific circumstances.

Topic: Feature Requests / Deals

I was wondering what you were talking about rich until I logged in to HR and saw the new tab.

Funnily enough, I have been reconsidering our need for HR over the past few months but now have to reconsider this reconsideration. :)

I agree with some of your points, particularly the linking of contact and company. If I have a deal with person X, who works for company Y, then the deal automatically applies to both.

I would imagine that a situation where a deal is with a contact only, and not related to their company, would be rare.

It should work as it does in Basecamp where projects are ‘owned’ by one company/contact and others are added as collaborators.

Topic: Troubleshooting and Bug Reports / Messages not hiting inbox - different outgoing mail server

I’ve come to realise that emails forwarded to my HR inbox from my home office are not being received.

I’ve tried adding the email address that relates to the outgoing server to my profile but this didn’t work.

Has anybody else had troubles getting HR to accept emails sent from a remote machine?

Topic: Troubleshooting and Bug Reports / Drop Box not working this morning?

This is still occurring for me today. It seems to right itself later in the day but doesn’t work in the mornings.

Topic: Troubleshooting and Bug Reports / Drop Box not working this morning?

I’m getting the same issue here.

Topic: Feature Requests / Date Format

Yes. Please.

We’re running into the same confusion as richallum.

Topic: Feature Requests / Simple Invoice Creation

Blinksale

Topic: Feature Requests / Auto fill in of company info

@ Jason

Yes, but not when you export to .csv which we use to generate mailing lists. it would be a great feature for the contact[child] to inherit the details from the company[parent].

Topic: Feature Requests / Skype Call to links?

Excellent feature! I’ve just added an extra number for my Skype contacts just for this function.

Any chance that the IM for Skype/iChat could work in the same manner?

Topic: Feature Requests / Auto fill in of company info

Oh, yes please! This would be a very very handy feature.

Topic: Tips & Tricks / Unwanted contact tabs - How to remove

These are the most recently accessed contacts. They can’t be removed but they move over one space to allow for the next contact to be added. The fourth contact on the list drops off.

Topic: How are you using Highrise? / What are people using for sending newsletters and announcements

Campaign Monitor and MailBuild are fantastic.

Topic: How are you using Highrise? / Have Cases made your life easier?

• Logging of interview notes and email communications.
• Private Access with PDF contracts and Job Descriptions.
• Logging of issues of both employer and employee.
• Notes and actions from Performance Reviews.

Topic: Feature Requests / File tab

In BC, all files, including those archived, count towards your storage capacity regardless. Same goes for HR.

The files have to be stored somewhere.

Topic: Feature Requests / Color code task categories

Have you considered just reading them?

Topic: Feature Requests / Import contacts into a group?

I’d like the ability to assign ALL common settings to an imported group.

If for example, I wanted to import a group of private contacts, I’d like to be able to set the access to “My eyes only” at the import stage. Common Tags would also be good to assign at this time.

Topic: Miscellaneous / Deleting Companies

I thought something looked different! Time to clean up the database…