These Highrise tips and tricks will make you more productive.
Send emails to your dropbox.
Forward an email to your dropbox and Highrise will find the contact who wrote it and attach it to that contact’s page. BCC your dropbox when sending an email and it will be attached to the person receiving the email. Details.
Instantly search Help.
Highrise Help offers instant searching. Start typing and results begin showing up immediately. There’s no faster way to get answers to your questions.
Keep emails sent to your dropbox private.
Add /private Marketing at the top of your message so only people in the Marketing group can see it in Highrise. Add /private so only you can see it. Details.
Remember important dates.
Keep track of important dates for each contact. You can add their birthday, anniversary, date hired, date fired, date granted a promotion, or whatever other date you want. Details.
Select contacts to export by tag.
When viewing a group of contacts filtered by tag, you can choose Export contacts tagged... at the top of the right sidebar to download a vCard containing just those contacts. Details.
Import/export contacts.
Go to Highrise and click the Contacts page link. Next, click the Import or Export link in the sidebar. Details.
Set up multiple admins.
You can have as many administrators as you like. Go to your Highrise site, click “Settings” and then click “Users”. Then put whomever you want in control. Details.
Get creative with tags.
Set up a class of tags to show where you met your contacts. For example, tag everyone you met at the FOWA conference with a FOWA-Chicago tag. This makes it easy to, say, send an email to everyone you met at a conference with a link to your presentation. Details.
View a contact’s Twitter posts.
Twitter integration lets you see what a contact is tweeting. It’s a great way to stay up-to-date on what’s going on in someone’s world. Edit a contact and add their Twitter username to get started. Details.
Build a bulk mailing list.
Give each contact you want on the mailing list the same tag and then export the list. Details.
Use third-party Extras.
Lots of products integrate with Highrise. You can add customer service, mobile, sales, reporting, and other options to your account. Details.
See Highrise tasks in other calendars.
Subscribe to your iCalendar task feed to see Highrise tasks on your Backpack Calendar, Apple iCal, Mozilla Calendar or other program that supports the iCalendar format. Details.
Filter your contacts by different categories.
In your contacts tab, you’ll see an option to change the view of your contacts list at the top of the screen. You can filter your contacts by name, title, email, city, state, country, zip, phone, background, or custom field. Details.
Choose who can see what.
Highrise Permissions let you specify who can see which people, companies, notes, and cases. It’s your call. Details.
Track bids and contracts with Deals.
Deals let you keep track of proposals, bids, RFPs, and project sales right inside Highrise. Enter notes about the deals, attach proposals or contracts to the deals, and keep a log of any changes. Details.
Use Cases to keep related items together.
Cases are like a virtual file folder you use to organize papers. Use them to keep related communications from multiple people together in one place. For example, if you are working on setting up health insurance for your company you might keep healthcare-related communications from your insurance salesperson, payroll company, and accountant together in a case called Health Care Communications. Details.
Pay in advance.
Go to the “Account” tab and choose the lump sum payment option. You’ll be charged for the amount you choose. Then your monthly fee will be deducted from that paid amount each month. When your lump sum is running out, you’ll be notified. Details.
Create tasks via email.
Create an email with just a subject and address it to your special Task+Date address (example: task+today@12345678.highrisehq.com). Possible time slots include Task+Today, Task+Tomorrow, Task+ThisWeek, Task+NextWeek, and Task+Later. The subject of the email then becomes a task in Highrise with the date you selected. Details.
Schedule followups on important dates.
Use tasks to followup with contacts on birthdays, anniversaries, and other important dates. Or schedule periodic “maintenance” dates for contacts. Details.
Customize your Deals categories.
Go to the Deals page and click the Edit categories link in the sidebar. Then add a new category. You can then customize the color for that category. Details.
Attach an email to a case or deal.
Add /case Litigation or /deal Service contract at the top of your message to attach the email to that case or deal—or a new one if it doesn’t exist Details.
Choose a color scheme.
Choose from a variety of color schemes to find one that best suits your company brand. Details.
Customize invoices.
Account owners can change the Bill to: info that appears on each invoice to show the full company address, special tax information, or anything else. You can also choose to deliver invoices to a secondary email address Details.
Filter activity by user.
You can see what any specific person within your account has been up to in Highrise by going to Latest activity and filtering by that person’s name.
Subscribe to your RSS feed.
Choose the link that says “Feed for latest activity’ at the bottom of your Highrise Dashboard. You can copy-and-paste this link into your third-party RSS reader Details.
