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Bringing Opportunities to Capsule Mobile
Wednesday, February 29, 2012 by Tom BellFirst off I’d like to introduce myself. Hi I’m Tom and I’ve recently joined the team at Capsule as a front-end developer. My background was originally working with .NET, Ruby and Node.js and now I’m working in JavaScript and CoffeeScript to make Capsule’s user interface more interactive. I’ve started looking at the mobile application and the first of these updates are now publicly available.
You can now view your open opportunities by tapping the new Pipeline button on the mobile app’s main menu. Tapping on an individual opportunity will take you through, showing more information about it. Opportunities are now listed under notes and emails for individual contacts. Currently, opportunities are only available when your device has a network connection.
If you don’t see the new Pipeline link you need to update the app so that you’re running the latest version: in the mobile app go to ‘Settings’ and tap the ‘Check for Updates’ button.
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Comments
Steve Wed Feb, 29 2012 at 05:58 pm
Hi Tom,
Have you given any consideration to making an iPad specific app or do you envisage clients using your iPhone app within an iPad?
Steve
Bruce Waltar Thu Mar, 1 2012 at 08:28 pm
Hi Tom,
Thanks for adding this feature - it’s important for us to see opportunities on the go. I now see the Pipeline icon but it says I have no opportunities. I can see them via individual contact pages, though.
Phillip Haines Fri Mar, 2 2012 at 01:19 pm
@Steve - We don’t have any plans for a tablet specific version of Capsule at this time. The main Capsule application already works great on tablets and if you need offline access to your contacts the mobile phone version will also work on the iPad. If you have some ideas about improvements you would like us to look at specifically for tablets you’re welcome to raise them in our user voice forums: http://capsule.uservoice.com/.
@Bruce - The pipeline list in the mobile app shows open opportunities that are assigned for you to work on - it doesn’t show opportunities that you’ve previously completed or are assigned to other members of your team. If you have opportunities you’re expecting to see are not appearing contact us on support and we’ll investigate for you.