What is CRMHaven?
CRMHaven is a shared Address Book of contacts (called Clients). Your Clients are shared (if you have multiple users in your groups) so any changes you make are immediately reflected on their computers. In business a Customer Management System is referred to as a CRM, thus the name CRMHaven. CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody — friends, family, work contacts, sales contacts, school children, etc.
People usually have three problems with address books. Getting your clients in, cleaning up this data and using your clients efficiently. CRMHaven lets you import from your Apple Address Book or a delimited file (tab or comma-separated). For cleaning your data there are dozen of changes to help update even thousands of clients quickly. You can now do lots with your clients including reporting, email, post, SMS, backup, custom client fields, send yourself reminders, track events such as appointments.
HMS Release
History
Available
Now CRMHaven 4.4 — 26 June
2010
[Coming soon!] Web browser access to view
ScreenHaven screens, CRMHaven Clients, CashHaven payments,
TwitHaven messages for iPad, iPhone or other users.
[Fix] Vastly reduced the number of network errors when
working on a slow internet connection
[Fix] The Server progress window can now be shared amongst
multiple threaded processes.
[Fix] Importing a csv file with a header of
‘fax’ no longer brings up an invalid column
header message.
[Fix] Group Managers are now able to import and Clean
clients without having to re-login first
[Fix] Sometimes only 100 Clients would be shown on launch,
now all QuickView Clients are shown.
[Fix] Export to OrbitOne divides Account and Contact files
into New and Existing Accounts and Contacts to make
importing via OrbitOne easier.
[Fix] Export to csv now places data into double quotes
instead of single quotes.
CRMHaven 4.3 — 18 May 2010
[Fix] Clean Clients: Updating records is now
much faster
[Fix] Some Client fields are now auto-formatted before
importing.
[New] When importing Clients you now have the option of
showing only duplicates, only non-duplicates, showing both
with any changed values in bold or showing with with the
changes in bold and the duplicates unchecked.
[Fix] A separate popup now exists on how to handle
duplicates. They can overwrite the data in the original
file or then can be imported as a totally new client with
the old client marked as a duplicate.
[Fix] Duplicate detection now much match the full last name
and the first letter of the first name, plus any one of the
following: matching work phone, email address or postcode
(all non-blank).
[New] It is now possible to turn off the importing of
individual clients in the import window
[Fix] For speed, it no longer shows NoContact, Hidden and
Duplicate Contacts in italic.
[New] It is now possible to export to Dynamics CRM as two
separate Accounts and Contacts files linked by a common
ImportID. If you have multiple Clients that link to the one
organisation, it is advised that you run the Clean function
to match the OrganisationIDs.
[New] Checks for new version on HMS server.
[Fix] Advertising window removed.
[New] Imports data from MS Dynamics CRM including looking
up the Account Name from the accountid.
[New] Clean data by search and replacing text at the start,
end or anywhere in any column.
[New] Clean data by changing the case to Title
Case/uppercase/lowercase/sentence case, converting
linefeeds to returns, phone number to #### ###### format,
removing excess commas/periods/returns/spaces, removing
non-numbers/punctuation and converting to curly quotes.
[Fix] The UK postcodes look up table now searches to the
space (about 2800 entries over the 200 previous) allowing a
more accurate choice of town. You can now preview the look
up even if a value already exists in a field.
[New] Duplicate detection can now show you the original
entry, not just the duplicates.
[New] When comparing normal and Hidden clients as
duplicates you can tell it to only mark as duplicates those
Clients that are hidden.
[New] In Duplicate detection you can get it to Mark in the
main CRM window the duplicates allowing you to handle these
Clients separately.
[Fix] Bugs in the Search criteria 3 and 4 haven been fixed.
[New] You can now determine the sort order of any search
results.
[New] Custom fields can now be set to be edited in-line by
Group ID.
CRMHaven 4.2 — 6 January
2010
[New] When performing a text Merge there is
now a ‘Please Wait’ window.
[New] There is now a new window to help copy a range of
addresses to the clipboard and paste into
www.batchgeocode.com for multiple Client links displayed on
a web page or in a Google Earth document.
[New] There is now a new Window for sending marked SMS
messages in bulk 2SMS.com.
[New] There is now a new option to copy the marked rows as
transposed rows (horizontal row becomes vertical) with
headers to the clipboard. This is useful to including
details in emails.
[New] The set Attribute option now adds the ability to
replace the attribute or add to the existing attribute.
[New] The new field called OrganisationID lets you group
contacts, such as branches or franchises, that relate to
the one central organisation. Defaults to the first
ClientID.
[New] The new Duplicates tab allows the detection of more
kinds of duplicates including name/organisation/postcode,
name/work-phone, organisation alone and work-phone alone.
Duplicate sets can be combined with the same Head Office
ID.
[New] The Client now has the details for SMS
[New] The Clean Clients window allows you to update
attributes (Country, Duplicates, etc), perform Search and
Replace, change the case (uppercase, lowercase, title case,
sentence case and curly quotes), fill in missing gaps
(city, region, state or country), fill in web sites based
on email address, suggest salutations based on first name,
groups clients into organisations, detect duplicates and
delete clients.
[New] The Clean Clients tab can now remove or replace
leading and trailing text, double-spaces, carriage-returns,
line-feeds and escape characters from most fields.
[New] Text comparisons in Search can now include greater
than, greater than or equal to, less than and less than or
equal to, blank and not blank.
[New] Set Attribute has been moved to become a tab in the
Clean Clients window and is much faster.
[New] Now supports entry, viewing and searching on Skype,
Twitter, LinkedIn, MySpace, FaceBook and other social
addresses
[New] No Contact has now been changed to Only Contact. You
can now specify both no contact at all or allowable methods
of contact.
[New] Export to Word now offers the option to merge to the
Clipboard, allowing you to paste the merge text into any
word processor rather than having to import a file.
[New] Edit Group now includes the new fields for the Group.
[New] Choosing a Group in the Limit tab then choosing to
edit custom fields allows you to inline edit the custom
fields for the displayed clients.
[New] Can Sync CRM contacts to Apple Address Book
[New] A warning dialog before deleting Clients
[Fix] The Send Email option now adds an eMail Event.
[Fix] SpotFind and client lookups now only begin searching
after the return key is pressed.
[Fix] Find and Replace can no longer change the GroupID,
Created or Modified fields (if visible)
[Fix] Export to Word Save As and Merge, now saves with the
extension .txt rather than .doc.
[Fix] eMailshots with only a BCC email no longer causes an
error. The workaround of placing an address in the To: or
CC: fields is no longer necessary.
CRMHaven 3.3 — 14 June
2009
[Fix] Most CRM searches are much faster even
with 100K clients
[New] Most time-consuming CRM functions can be cancelled
[New] Checks for UK postcodes and adds commonly applicable
City, County, Country and Region
[New] A web site is now automatically generated from the
email address.
[New] Checks and fixes upper/lower case on entry of Client
fields (default is sentence case, title case for name,
lowercase for email and web, uppercase for postcode)
[Fix] Importing template data into CRMHaven when set as
DocHaven Solo now fixed (it was importing blank records)
[Fix] Marking and QuickContacts is now much more reliable
[New] Pressing the Return key opens the highlighted Client
for editing
[New] Client fields now support UTF non-ASCII characters
such as European language characters
[Fix] The Import file is no longer deleted after being
imported.
[Fix] Mass marked Clients (>50,000) no longer slows down
on searching.
[New] When a new Client is added, it is automatically set
as a QuickContact.
[Fix] When overwriting Clients on import, a new blank value
no longer overwrites an existing entry
[Fix] Exporting Clients as Excel now uses the .XML
extension.
CRMHaven
3.2 —
7 May 2009
[New] On importing Clients there is now a
window showing the details, whether to import that Client
or not, whether that Client already has a matching
duplicate and how to handle duplicate Clients.
[New] You now have the ability to edit an existing
event’s details
[New] Adding a Client photo now resizes the photo if
different from 100 x 100 pixels (it used to crop the
photo’s display)
[New] Clients can now have multiple Relationships, Types,
Categories, Sources, Keywords and Contacts
[Fix] If an imported Client sets a Group ID to one the user
is not a member of the Client was not visible. This has
been changed to set the default Group ID.
[Fix] SpotFind no longer fails with quote (‘’)
marks in a name e.g. O’Brien
[New] Control-click on CRM list to edit or duplicate that
Client
[New] Control-click on CRM list to copy Client address to
Clipboard for quick insertion into a letter
[Fix] CRMHaven now able to import text fields containing
quotes e.g. O’Malley
[New] Add England, Scotland, Wales, Northern Ireland and
blank to Country list. (Yes, I know that they are nations
in the country of the United Kingdom, but the UK is still
there and it may be used for searching!(
[New] Now shows progress of CRMHaven imports – useful
if they are very large!
[Fix] Checking for duplicates on CRMHaven import is now
much faster as it downloads all the Name/Organisation data
once first then check on this rather than checking with the
server every time.
[New] Now allows CRMHaven to import either a tab-delimited
(txt) or comma-separated-value (csv) file
[New] Now allows CRMHaven to export either a tab-delimited
(txt) or comma-separated-value (csv) file or Excel (xls)
file. Note the Excel file is in XML format that only recent
versions of Excel for Mac can read. OpenOffice users will
need to rename the file extension as .xml before opening.
The Excel file preserves the columns types and sets basic
appropriate column widths.
[Fix] Removed the ‘New’ button from Manage
Client window. They should really be added and edited from
CRMHaven.
[New] Actions now includes an option to send a TwitHaven
message to a user regarding the marked Clients
[Fix] The Options and Marked functions now clearly separate
those actions that are generic operations versus operations
on only Marked Clients
[New] Admin level users can now delete marked Clients
[New] A warning is now given showing the number of marked
Clients that will be affected before any action takes
place.
[New] The setting of attributes on Marked Clients is now
substantially faster as the actions take place on the
server
[New] No contact is no longer just true or false but now
includes types of contact allowable.
[New] The main CRM window now lists the # of Clients in
total, selected, marked and quick contacts
[New] A warning is given when changing an attribute and
there are no Marked Clients.
[New] Fields with restricted values in CRM can no longer be
edited inline, and should be edited by double-clicking the
Client
[New] Added a slider for changing the Font Size of Clients
[Fix] Group items that appear in a Popup list now appear
correctly if they contain ampersands (&) in their name
[New] Field column widths are now proportional to their
type of contents after each search
[New] Searching for CRMHaven Clients in Google Maps now
includes searching for the organisation name.
[Fix] Marked Clients are no longer forgotten in CRMHaven
when no longer visible and using the ‘Mark’
button
[New] Command-period (Control-period in Windows) can now be
used to stop long processes