Latest from the Capsule team
A little while back we introduced duplicate checking when adding a new contact to Capsule. We’ve followed this up with better duplicate handling when importing contacts.
Perhaps you’re importing leads from an application that you’ve used to manage an event. In this scenario some of those leads may be duplicates of existing contacts in your account. The new import process will identify the duplicates and let you merge in new contact details such as a new phone number.
Sometimes our users want to extend or amend existing contact data in bulk, perhaps after making modifications to an export in a spreadsheet. The new import process can be used to apply updates to existing data in this way too.
The new import is deliberately cautious when checking for duplicates and updating data. For example name alone isn’t enough to identify a duplicate. After all, there are over 35,000 John Smiths in the U.S. alone. Capsule looks for matches in other contact details such as email address or organisation when identifying duplicates. And if your import file contains a new phone number for an existing contact it will be added to the contact rather than overwriting any existing data.
I hope you find this helpful and look forward to your feedback.
First off I hope everybody had a good holiday season and that you’re looking forward to the new year.
After we launched the new look for Capsule we had a lot of screenshots that needed updating in our support articles. We thought this would be a great time to also begin discussing how we could improve our support articles for everyone that uses them.
Our support articles needed a way that would allow us to easily keep them up to date. We took inspiration from Wistia’s documentation and used a static site generator to build our support portal. This means we can update any out of date information or screenshots quickly, making them easier to maintain.
From a user’s perspective we have combined the old individual pages into a single stream of related articles to allow for easier exploration of the wider subject. For example the tracks article contains all the combined articles around managing your tracks. From time to time when using Capsule there can be a number of steps involved in a process - the new layout of our support articles gives you a clear display of all the steps involved.
Search has also been improved. We will search each individual section of an article and suggest which sections you might be searching for. You can also submit the search and we’ll take you to a more detailed search results page. We’ve added a search box on each article for easier navigation between articles. In addition - we have the ability to learn from past searches to better update the content and ensure that the most relevant results always show up at the top.
Best of all, the site is super quick for everyone using it and the pages are optimised for mobiles and tablets so you can get Capsule support on the go.
You can find our new support portal at https://capsulecrm.com/support. If you have the old address bookmarked please update it to this new address.
Usually tasks are just one off things that we need to get done and ticked off, but for some activities it’s a regular occurrence such as completing a quarterly report or customer check in. To make it easy to manage these we’ve introduced repeating tasks. Just click the “repeat” link when adding a task.
And then choose how frequently the task repeats.
Then, when completing the task the next occurrence will be created automatically.
The calendar also shows the schedule of future occurrences to help you plan ahead.
This feature has been one of the most popular request on our UserVoice forum so we’re delighted to be able to release this today and hope many of you will find repeating tasks a useful addition to Capsule.
We’re working on a few ways to help you avoid creating duplicate contact records and the first of these has just been released. As you enter details for a new contact such as name, email address, phone number and social network addresses, Capsule checks for duplicates and shows possible matches in the side bar for you to review.
By popular request, you can now add color to your task categories to help you scan through your day’s activities and upcoming tasks. It’s entirely optional so you don’t need to set a color for each category if you’re comfortable working with the default.
If you’re an account admin, visit Calendar & Tasks > Categories in your Capsule account to add or edit the category colors.
The new look is now live. Many thanks to all our customers that tried it out over the past few weeks and provided feedback to help us iron out any remaining issues. We’ve included a mini tour inside Capsule on pages where the actions have moved, but if you do have trouble locating a specific function or are having trouble with anything just drop us an email on email@example.com. We are here to help. We hope you enjoy using the new look as much as we’ve enjoyed creating it!
We’ve had great feedback from users including constructive suggestions on things we need to tweak and refine further. We’re working on a few final refinements prior to the switch over so users get the best possible experience. As a result we’re moving the switch over to Tuesday, October 28, 2014. In the meantime you can try the new look by following [these instructions][support-link]. Do let us know if you have tried the new look as your feedback is really important to us and we want to make sure we’ve taken all feedback onboard when we do the switch.
We want to make sure we’ve taken all feedback onboard when we do the switch so if you have tried the new look we’d love to hear from you - send your feedback to firstname.lastname@example.org.
We’ll soon be rolling out the biggest visual overhaul to Capsule since its launch. It is the culmination of many months work and we can’t wait to share it with you. In fact, account admins can start using the the new look Capsule today.
Redesigning the interface is something we’ve taken a great deal of care with. We know that Capsule is loved for its ease of use and maintaining this has been at the forefront of our decision-making. We’ve designed the new interface around the familiarity of the existing look and feel, taking care not to move primary actions or functions unless we believed it represented an improvement to the overall user experience.
Contacts, opportunities and cases have received the most extensive visual changes. We’ve introduced a layout that is more spacious, making content easier to read and allowing you to view information quicker - tasks now sit in a new third column.
We knew that by adding tasks into the third column, this would change how Capsule looks when accessed on smaller screens such as tablets. To account for this, when viewing Capsule on a tablet or narrow screen, you’ll see the third column transform into a slide-out menu - allowing you to show and hide tasks with ease.
A sharper font, more harmonious colour palette and new icons (with support for retina devices) all contribute to an overall cleaner interface. As an added benefit, by reducing the number of images we use across the application, we’ve seen a performance boost when rendering pages.
We’re really excited about the new look Capsule and we hope you’ll enjoy using it as much as we do.
Capsule is a service of Zestia Ltd which is a company registered in England with company number 06418281. © 2015 Zestia Ltd. All Rights Reserved.