ContactHero Product Blog Recent Articles

Updates Summer 2017

Sun, 09 Jul 2017 23:06:00 -0700

Some new updates published this June and July 2017 include:

Search now includes Notes
Send emails via Gmail by just linking your account
CSV/Excel contact import
Clear and remove tags from contacts
Various performance improvements and bug fixes

Enjoy!

Sending emails tracked in history

Wed, 09 Apr 2014 05:31:00 -0700

Here is how you can send outbound emails from ContactHero tracked in contact history.

From your account page, configure your outbound email server. Below is an example for how to configure gmail (see notes below). Then go to any contact on contacthero.com and send them a message (+ Message). A copy of the message should be saved in ContactHero history plus it should go out in this case Gmail or whichever email server you have set. Note you can also set a time to send a message later in which case the message will show as "Pending Message QUEUED."

Gmail specific notes

The first time you do this and ContactHero signs into your gmail account, you may get an email from Google saying "Suspicious sign in prevented." In this case, you will need to go directly to https://mail.google.com and click on this link at the top of the page acknowledge that this was you, otherwise emails will not be able to go out from ContactHero.

Another alternative for gmail is to create an application-specific password (see link) for ContactHero. This is more secure and you do not need to enter your gmail password into ContactHero.

ContactHero.com Trailer

Mon, 17 Mar 2014 06:14:00 -0700

1 minute quick tour of ContactHero.com website

ContactHero Pebble Trailer

Mon, 03 Mar 2014 05:29:00 -0800

Don't miss a call again. See who you need to call at a glance. Using www.contacthero.com you can schedule calls with reminder alarms linked to contacts. Works with iOS and Android.

Google Calendar Updated

Thu, 27 Feb 2014 21:40:00 -0800

We just completed some work to link better with Google Calendar. You can easily create push your calls, one by one or all that you create, into Google Calendar as meetings. Meetings created in Google calendar have a link back to the original call on contacthero.com. Finally, any meetings in Google Calendar will show in your Calendar on Contacthero.com.

To get started, either sign up for an account using your Google account, or if you already have an account visit your account page and click "Linking to Your Google Account"

Give it a try!

ContactHero for Pebble Smartwatch

Tue, 18 Feb 2014 04:47:00 -0800

Don't miss a call again. See who you need to call at a glance on your wrist using your Pebble smartwatch. Works with iOS and Android.

Syncs with your list of calls on contacthero.com. You can see each call and also mark calls as complete.

Available on the Pebble App Store or Direct link

New Feature Calls by Timezone

Sat, 14 Dec 2013 09:44:00 -0800

Now you can quickly see all your calls visually by timezone. Your list of current calls is also ordered by timezone so you can immediately see which customers you should call first during the day!

The list of colors is as follows:

Timezone	UTC offset	Color
Atlantic	-4
Eastern	-5
Central	-6
Mountain	-7
Pacific	-8
Alaska	-9
Hawaii	-10

The timezone is inferred from the area code of the phone number of the contact that is linked to call. Calls to 800; 866; 877; and 888 always show in your timezone. This works only on calls logged to US and Canadian phone numbers.

ContactHero 2.0 for iOS is out

Sat, 07 Dec 2013 19:29:00 -0800

Version 2 is completely re-written from the ground up for iOS 7.

FEATURES

Schedule calls with reminders linked to contacts.
Attach multiple timestamped notes to each contact
Works with the address book already on your phone.
Adds additional fields and flags to contacts to organize them
Color code contacts (by personality type)
Cloud sync with push notifications is available for in app purchase.

https://itunes.apple.com/us/app/contacthero-2/id706682888?ls=1&mt=8

Version 1.5 Now Available at iTunes AppStore

Sat, 22 Dec 2012 14:17:00 -0800

What's New in Version 1.5

Compatible with iPhone 5
Now you can set reminders for calls
Bug fixes

https://itunes.apple.com/app/contacthero/id389094027?mt=8

Contact Personality Types with Colors

Wed, 05 Dec 2012 05:40:00 -0800

Now you can color code your contacts with 1 of 4 different personality types. Use the HERO identifiers is to help you to remember the best way to communicate with people.

New Login System Deployed

Wed, 22 Aug 2012 23:24:00 -0700

A new more flexible and secure login system deployed tonight. However, this will require all customers to reset their passwords the next time you log into contacthero. You will also now be able to login using your Facebook or Twitter credentials if you wish. Sorry for any inconvenience.

Now Available at Google Chrome Web Store

Fri, 15 Jul 2011 16:00:00 -0700

ContactHero is now available at the Google Chrome Web Store.

New: Shared Contacts

Wed, 13 Oct 2010 21:38:00 -0700

ContactHero lets you share contacts between accounts. Previously, all contacts where kept separate between accounts. This feature is enabled for all accounts including 30 day demo accounts.

Now you can keep a common address book across members of your organization.

To turn on shared contacts, go to My Account and click "Turn on shared contacts". Contacts between different accounts in ContactHero are shared by creating a group (aka "domain") and inviting users to a group.

Set a name for your group, e.g. “My Company”, and start inviting other users by email address. If they do not already have an account, they will be sent an email to create one and once they do will automatically be set up to share contacts with your group. As the group owner, you can add or remove users at anytime, and there is no limit to the # of users you can have in a group. You can also make other users group owners which will allow them to invite other users. Only group owners can invite or remove other users from a group.

All users in a group can search, edit, update and delete shared contacts. They can also schedule calls, add notes, and view the complete contact history for any shared contact.

Once you turn on shared contacts or join an existing group, you will see in your account the # of separate contacts you have, as well as the # of shared contacts in your group. Your contact list and list of calls will correspond to any separate contacts you have plus any shared contacts.

You can convert all your existing contacts to shared contacts by clicking "Convert All to Shared Contacts" next to your number of separate contacts. You can also choose to have all new contacts shared by setting “New contacts are shared by default”. This option is set to on when you enable shared contacts. Turn it off, if you want to keep some contacts separate.

If you are running the ContactHero iPhone app, you do not need to do anything special. Once enabled in your account, shared contacts will appear on your iPhone device just like any other contacts.

Now Available on Google Apps Enterprise Marketplace

Tue, 28 Sep 2010 02:49:00 -0700

ContactHero is now available to install and purchase through the Google Apps Enterprise Marketplace.

ContactHero is directly installable by admins into any Google Apps domain. Using Google’s single sign on all users in the domain can immediately begin using ContactHero without any additional sign up or passwords. ContactHero will appear in the apps menu and is just one click away when using Gmail, Google Calendar, etc. as seen below.

New: Google Calendar Integration

Tue, 14 Sep 2010 21:32:00 -0700

Did you ever wish you could see your Contact Hero calls and calendar all together in one place? Have you ever wanted to set reminders for your calls, invite people to a call, and to create calls in one click from events in your calendar? Now, you can with our new Google Calendar features.

To start, go to My Account, and you will see a new section called “Linking to Your Google Account”. Click Enable and you will be prompted to log into your Google Account. If you have multiple Google accounts, Google will ask you which one. Choose the one where you keep your Google Calendar.

Once you have given ContactHero permission to read and write your Google calendar, you can choose to have ContactHero automatically copy all new calls into your personal Google Calendar, or you can choose to add each one manually. Adding all new calls is off by default.

Next you can select where you want the calls created. By default, ContactHero uses your default calendar, but you can choose a different one. This can be helpful if you want to filter out ContactHero calls. Click “Create a Calendar for ContactHero calls” and a new calendar will be created automatically for you in your Calendar account, and then ContactHero will then switch to use that calendar. You can delete this calendar later and switch ContactHero back to use an existing calendar if you want.

When you go to your Calendar view in ContactHero you will see all the events from your default Google Calendar along with all the calls records in ContactHero. Events from your Google calendar are shaded in gray.

If any of the Google events are linked to calls, when you click on them the corresponding call will open in ContactHero. If you click on an event that is not linked to a call, ContactHero will open a new call window with the information from the event. If you create the call this way, it will be automatically linked to the event from the beginning.

If you reschedule calls in ContactHero that are linked to your Google calendar, ContactHero will adjust the times in your Google calendar. Similarly if you delete a call in ContactHero that is linked to your Google calendar, the event will be deleted. If you reschedule from within Google Calendar, ContactHero will not know the calls date and time has changed. To update the internal time of the call in ContactHero, click on the call in the Calendar view. Please note however that when any call that is linked to Google Calendar is shown in the ContactHero calendar view, ContactHero will use the time from Google Calendar over the calls internal time.

When you are editing a call in ContactHero, if the call is not already linked to Google Calendar there will be a linked titled "Add to personal Google Calendar" just below the date. Click this to copy to your Google Calendar.

If the call is already lined, the link will say “Google Calendar.” Click it to edit your call in Google calendar and set a reminder, invite someone, etc.

Announcing Official iPhone Application

Mon, 06 Sep 2010 13:12:00 -0700

A native iPhone client for ContactHero.com is now available at the AppStore.

This is the fastest and most direct way to manage your contacts and lists of calls on your iPhone device. You can upload individual contacts or your entire address book of contacts from the iPhone to your account at contacthero. You can also download contacts from contacthero and add them to your iPhone address book.

A short 3 minute video walk through of the app is available on YouTube. http://www.youtube.com/watch?v=mV8GgiSoJ0s

Sweeping Update

Wed, 28 Jul 2010 18:47:00 -0700

We just pushed a major update to the user interface and design of the entire site both the web and iPhone versions.
This new design is also more touch friendly so it can be used on devices like the iPad.
The calendar has been totally redone and now has several new modes.

All the videos and screen shots on the site will be updating in the coming weeks.

Website Updates via Twitter

Fri, 04 Dec 2009 22:38:00 -0800

You can now track updates, status and new features for Contact Hero at http://twitter.com/contacthero.

Contact Hero Dashboard

Sat, 24 Jan 2009 16:45:00 -0800

Here is a 1and 1/2 minute video walk through of the dashboard. The dashboard is were you can see at a glance how you are doing in keeping in touch with your contacts. If your business depends on following up with leads and prospects you'll want to pay close attention to this screen cast.

Contact Hero Dashboard from Vidal Graupera on Vimeo.

Introduction Slides

Sat, 27 Dec 2008 12:19:00 -0800

Contact Hero Introduction

View SlideShare presentation or Upload your own. (tags: contact mangement)

Slides for an upcoming presentation on ContactHero developed by me and my friend John Waller. Summarizes some of the top features and benefits.