Latest from the Capsule team
We’ve released an update to Capsule app to include tags on your contacts, cases and opportunities. You can now filter records based on one or more tags using the new filter icon on each of the list pages.
Use the funnel icon on the contact list for example and tap the tags you want to filter for. To clear the tag filter just click the little ‘x’ next to the tag filter in the list.
As part of our continued commitment to providing efficient and accessible customer support, we have recently rolled out a new design for our Capsule support portal.
The new design brings improvements to the way you can search documentation, browse popular articles and get in touch with us via a dedicated support form.
We continually publish new articles to the support portal in order for you to obtain the information you require quickly and easily. Searching the documentation will collate all of the articles relevant to your question and if you don’t happen to find the answer you are looking for, you can contact our support team directly for further assistance.
The new support form provides a more effective solution to handling new incoming tickets, which should provide a clearer idea of the issue you’re experiencing.
You can browse the new support portal at support.capsulecrm.com - if you have any feedback on the new design or suggestions on how we can continue to support you in using Capsule, don’t hesitate to get in touch.
The Capsule app for iOS and Android was launched earlier this year and we’ve since released a further 12 updates to the app based on feedback from users. Those updates included bug fixes and the following features:
With the latest update to the Capsule app you can now import contacts directly from your phone into the Capsule app. Many of our users have requested the ability to scan business cards and while we can’t yet offer this directly in Capsule, the new import function means you can scan business cards using your favourite card scanning app and use the import function to add to Capsule. You can find instructions and suggested apps in our import guide.
If you haven’t already installed the Capsule app on your phone then visit the App Store or Google Play on your phone and search for “Capsule CRM” to install.
If you would like to offer your suggestions or vote on existing suggestions please head over to our UserVoice page for the mobile app and let us know.
Google has updated and improved the Google Apps Marketplace which provides thousands of third-party applications that extend Google Apps for Business. Capsule is one of the first 23 applications available at the launch of the improved Google Apps Marketplace to install directly from the Admin console.
Over the past couple of months we've been working with support from the Google Apps Marketplace team to ensure that the migration to OAuth 2.0, which brings greater security is as seamless as possible for existing customers who access Capsule via Google Apps.
There are a lot of technical changes under the hood but your Capsule account will continue to work just as it has. Domain administrators will receive a confirmation email once the migration of Capsule to OAuth 2.0 has been completed on your domain. There's nothing you need to do. You'll continue to sign-in to Capsule using the app launcher in Google and the Gmail gadget will continue to work as before.
In a few weeks once the migration is complete we'll be launching a shiny new faster version of the Gmail gadget. Here's a sneak peek of the new gadget in expanded mode running inside Gmail:
We're also planning further integration with Google Apps to take advantage of some new capabilities from Google so stay posted.
One of the projects we’re working on right now is to improve the readability and design of email notifications generated by Capsule. If you’re the owner of a Capsule account you might have already spotted the new email designs in the signup, billing and user invite emails. One of the main changes is that these emails are no longer plain text but have a fresh HTML design. Next up is the daily task reminder email which is delivered to most of our users every morning. Here’s a peek at what you’ll see when the new email design is rolled out this week:
For those of our users familiar with creating email newsletters you may be aware of how HTML support differs greatly across email clients. If you’re sending your own HTML emails or newsletter to your customers here’s a few things to look out for when creating your emails:
Capsule for Mobile has just had a big update and is now available in the Apple App store and Google Play store. Key changes include:
To install Capsule just visit the Apple App store or Google Play store on your phone and search for Capsule CRM
We now have a dedicated team working on the mobile app and they’re busy working on further updates. If you have your own ideas we’d love to hear about them. We’ve just launched a dedicated forum on uservoice for the mobile app where you can share your ideas and vote on others.
If you are a Blackberry user you can continue to use the previous release of the mobile application. We don’t have any immediate plans to release an updated version for the Blackberry, but let us know if you want Blackberry support so we can gauge interest. For steps to install the previous release please read this blog post.
It’s fair to say that older versions of Internet Explorer aren’t well loved by web developers. We spend a lot of time testing and creating workarounds for IE 7 & 8 when working on new updates to Capsule. Even then, the user experience and reliability we can offer in these browsers is compromised because the capabilities of these browsers are far behind what is achievable in a modern browser. Patching the limitations in these browsers also means we end up deploying more code which adds to page load times.
With limited time and resources, it’s important that we focus our efforts in the areas that add most value across our customer base. Discountuining support for IE 7 & 8 will let us move faster and with less constraints. As of July, Capsule will no longer support IE 7 or 8.
We haven’t taken this decision lightly. The vast majority of our users are on Chrome, Firefox or Safari. Internet Explorer users account for 11% and most of these are already on IE 9 or 10. Usage for IE 7 & 8 has been falling over the last 12 months and now accounts for around 1% and 2% respectively.
If you are using Internet Explorer 7 or 8 we suggest that you upgrade to a modern browser such as Google Chrome or Internet Explorer 10. If for whatever reason you’re unable to do so we’ve added support for Google’s chrome frame which is a free plug-in for Internet Explorer that web apps can use to provide you with additional features and better performance. Visiting Capsule using IE 7 or 8 you will see a prompt to install Chrome frame:
Not long ago we released an update to the history section of a contact and we brought you a brand new twitter feed. To bring the rest of the app inline we’ve updated the layout of contact details and replaced some of the icons. You’ll also find buttons in place of links to help make where to click next more obvious. Overall you should feel Capsule is a little more spacious and easier to use.
At the same time we’ve improved performance on some user interface elements so you should feel some menus and page loads a little snappier!
We've updated our Twitter integration to support Twitter's latest API and display requirements. At the same time we've taken the opportunity to improve our Twitter functionality. Now when you view a contact in Capsule that has a twitter account you can see more tweets and you can reply, retweet or favourite tweets directly from Capsule. You can also view pictures that have been included in a tweet.
As consequence of Twitter's latest requirement we can no longer show tweets for a contact unless you've connected your Twitter account to Capsule. If you are already taking advantage of our awesome social search functionality then you're already set-up and good to go with the new tweets display. If not you can connect your account via the Social Integrations page in your preferences. See our social search configuration guide for more info.
We've also taken the opportunity to tweak the display of history so it fits more neatly alongside the new tweet styling. In particular the edit and delete actions for notes and emails are now activated on hover.
By popular request, we’ve recently added American Express to our existing credit card support for Visa and Mastercard. If you’re currently paying by MasterCard or Visa and would prefer to pay by American Express you can use the change payment card process in Capsule.
First up is ClickDesk - A service for integrating chat into your website as well as other online engagement (phone, ticketing & social). With the ClickDesk chat you can view Capsule contact details and record chat transcripts straight into Capsule without leaving your chat. Check out ClickDesk here: http://www.clickdesk.com/capsule-live-chat.jsp
Next is a service called Proposable. With Proposable you can create, deliver, and analyze your sales proposals. Easily connect it to your Capsule accont and send your proposals to your Capsule contacts. A note is also stored on the contact record in your Capsule account for each Capsule contact that a proposal is sent to. https://proposable.com
edocr is a service for uploading your documents such as brochures, case studies and press releases to share with prospects and generate new leads. edocr integrates with Capsule to track who read your documents on edocr for lead nurturing and conversion in Capsule. http://www.edocr.com/capsulecrm
Grappster is an information dashboard for your cloud apps. With Grappster you can easily keep track of your Capsule CRM opportunities and tasks. You can also quickly get a glance of your sales pipelines and latest activities. http://www.grappster.com/dashboards/capsulecrm
Leftronic gives you real-time visibility into your company’s most important data. Add graphs for a number of different opportunity stats to be viewed alongside all your other cloud services. https://www.leftronic.com/features/#capsule
We’ve done some work to improve the use of the pop-over contact cards in Capsule. These are quick summary cards that save you clicking through to a contact’s page when you just want their phone number or address. Previously these were activated by hovering over an icon next to the contact’s name. We’ve simplified this so that you now activate the pop-over card by simply hovering over the contact’s name in the link. This keeps the user interface for Capsule clean and increases the target area for activating the pop-over card. We’ve also made the UI more consistent by enabling this pretty much everywhere you see a contact’s name in a link.
In addition we’ve converted the text from/to names that appeared at the start of an email entry into contact links that you can click and we’ve enabled the contact card pop-overs for these. If the contact doesn’t already exist in Capsule (e.g. they were cc’d in the email) you can choose to add them, making it easier to add contacts that weren’t automatically created by Capsule.
Finally, we’ve also tweaked the modal pop-ups that are used for things like task entry. These have been given a light refresh with new button styling to emphasise actions you are about to take.
We have made some new design and functionality changes to Capsule that we'd like to tell you about. First off, we have now added the ability to add notes to tasks. This has been a popular request and we hope you find it useful. To add a note to a task, click to edit the task > click the link to add more details. A note box will appear on the left hand side where you can enter any additional details about the task. In addition, you can now edit a task simply by clicking on the task title.
The 'Actions' buttons on contacts, cases & opportunity records have been re-designed to stand out more. You'll find buttons 'Add Person', 'Add Organisation' and 'Import' on the 'People & Organisations' screen have also been given a similar refresh.
In this realease we also experimented with moving the tasks list to the right hand side on the dashboard. However, the overall feedback was that the task list worked better on the left hand side. Based on this we have decided to move it back to it's original place on the left hand side.
We hope you guys like the new design updates. If you have any more feedback we would love to hear about it in the comments on this blog post.
For those users that have recurring sales opportunities we have introduced a handy feature to duplicate existing opportunities. For example if you have renewable orders or memberships that are to be renewed on a regular basis for the same clients.
To do this, go to the opportunity you want to duplicate > Go to Actions for this Opportunity > Duplicate. You will now be able to review the details that you are about to use in the duplicate Opportunity. Hit Save and your new duplicate opportunity has been created.
We'd love to hear from you email@example.com
Capsule is a service of Zestia Ltd which is a company registered in England with company number 06418281. © 2008-2014 Zestia Ltd. All Rights Reserved.