The Capsule Blog

Latest from the Capsule team

Improved link sharing, a smarter files tab & some visual polish

Tuesday, May 17, 2016 by Dom Briggs

We’d like to share some small but helpful updates we’ve been working on. They’re simple additions that we hope will make your Capsule experience that much smoother.

Firstly we’ve added a ‘Get Link’ option to notes and emails menus, handy for when you need to share a note directly with a colleague. Simply click Get Link and copy to your clipboard.

Copy to clipboard

In addition across the app we’ve added copy to clipboard in lots of places where it’s useful - API keys, email addresses etc, saving you a little leg work. If you’re using Safari you won’t see the button to copy directly to your clipboard as this ability is not yet supported. We hear this feature is coming to Safari soon so until then just copy as you normally would!

Sometimes it’s useful to reference another record in Capsule, like a contact, case or opportunity when you’re entering a note. It’s always been possible to do this by copying and pasting the link into the note. We’ve made a couple of improvements to how these links work in a note. Firstly we display the links in a shorter format to reduce visual noise and keep your notes looking clean. Secondly, the hover cards now work on these links so that you get a quick view without having to click through the link.

Avatars on contact searches

Now when searching for contacts to add to a Case or Opportunity or when linking a new person to an organisation you’ll see small avatars next to the filtered names. It’s a small thing, but should help you recognize a contact faster!

Grouped repeating files

Finally we’ve added some smart grouping to the files tab so from now on any repeating image files will be grouped. This helps to reduce the clutter created by emails stored in Capsule that repeat the same email footer images. Images files are grouped based on file size and name, so you’ll still be able to see image files of the same name separately when storing file versions using the same name.

Posted in feature.

Introducing two-factor authentication

Tuesday, March 15, 2016 by Alexandru Grigoroi

Today we’re releasing new features to help Capsule users maximise security on their account.

Firstly, we’ve added an opt-in security feature called two-factor authentication. Two-factor authentication helps protect your account even if someone has obtained or guessed your password. Two-factor authentication is becoming common place for protecting sensitive online accounts such as banking, email and business services. Once enabled, you’ll need to enter both your password and a one-time code that is generated by your mobile phone when logging in to Capsule.


To enable two-factor authentication, just visit the new Password and Security section that we’ve added under Capsule user preferences. This contains all your security related settings. Another new feature you’ll see is a history of recent logins to your account, and if you ever need it, you can also log yourself out from all other browsers.

If you are a Capsule account administrator and visit the Users section of your Capsule account settings, you’ll find details of which users have enabled two-factor authentication and a history of recent logins by any user on the account.

You can find out more about our two-factor authentication in our documentation. If you have any questions about this or need help setting it up, please just send us an email.

Posted in feature.

Improved Social Search

Wednesday, February 17, 2016 by Michael Josephson

Social search in Capsule is a popular feature that scans the web and social networks to match contacts in your Capsule account with their social profiles to help you better connect with your contacts on social networks.

We’ve been rolling out upgrades to the social search over the past few months and are now including results from a third party lookup service. As a result users on the Professional plan will see a wider range of social profile matches across social networks including Twitter, Facebook, Google+ and LinkedIn.

If you haven’t already activated social search on your Capsule account, you can do so by following these instructions https://capsulecrm.com/support/social-integrations/#find-social-profiles-for-your-contacts

We’d love to hear how you find the new enhanced social search - if you spot any results for the wrong contact please get in touch on support@capsulecrm.com so we can take a look.

Posted in feature.

Recent updates

Friday, September 11, 2015 by Josef Szotten

We’d like to start sharing more about what’s new in Capsule, small updates as well as big. Here’s the latest roundup of new features, improvements and integrations:

Faster search with better matching

We’ve been rolling out a number of changes for the search function in Capsule over the past few months. Under the hood we’re now using the proven ElasticSearch database to power the search results. This has improved performance signficantly and it enables more sophisticated matching. A few examples:

  • The order of the names no longer matters. For example searching for Spacey Scott will now match Scott Spacey, as will searches for Spacey S or Scott S
  • For phone numbers, it now matches across all phone numbers on a contact rather than just the first, and formatting no longer affects the matching. For example searching for 773-338-7786 now matches to (773)-338-7786 or 773 338 7786
  • Addresses can now be searched. For example with a street address such as 847 North Street or with a zip/post code such as 60614
  • In addition to using a full email address, it’s now possible to find contacts using the first or last part of an email address. For example, @capsulecrm.com will show all contacts with an email address on that domain such as scott@capsulecrm.com
  • Search now matches on individual words in a searchable custom field and there’s no limit on the number of characters like there was before

Number-based custom fields

We never fail to be in awe of the ways our customers use custom fields. A popular request has been to support filtering for numerical conditions such as Lead Score > 5. To enable this we’ve introduced a new type of custom field that supports numbers. Once configured and populated you can then use them as filters in a list.

New social networks

Given the success of Pinterest and Instagram it’s time we made them available as social networks for you to record on a Capsule contact. We’re taking a look at others we should add but we’re mindful of not making the selection too daunting. In a related change, we’ve updated the CSV import to enable import of the full set of social network links that we support.

Address formatting

We’ve tidied up the formatting of addresses for some countries to be consistent with local rules. For example, in European countries we now show the zip/postcode before the city unlike in the United States where it comes after.

Lundsgade 15 
1682 Copenhagen
Denmark

New integrations

We’re aways excited to welcome new integrations with Capsule and we’ve got some neat updates to share.

PieSync

The PieSync team have been busy since the initial release of their contact syncing solution. As well as refining their Google Contacts sync, they’ve added support for syncing Capsule contacts with email marketing tools Campaign Monitor, Active Campaign and MailChimp

Quotient

Quotient makes it simple to create slick looking quotes and proposals in minutes and then share them with the customer for acceptance. Their integration with Capsule enables lookup of Capsule contacts when creating quotes and automatically add quotes to the contact history in Capsule. Take the Quotient tour to learn more.

Toggl

For those of you that bill for your time or just want to track time spent by activity, The Toggl browser extension is a super handy way to keep track of time spent on specific cases and opportunities in Capsule.

Gravity Forms

Wordpress users rejoice. Gravity Forms now has a direct integration with Capsule making it simple to create powerful forms in your website and submit to Capsule. Take a look at the Gravity Forms overview and their Capsule integration page for more info.

Posted in feature.

Improved Tracks to help guide you through regular processes

Wednesday, May 20, 2015 by Michael Josephson

We’re excited to share improvements to the Tracks feature in Capsule, all of which are the result of ideas and feedback from our fantastic Capsule users.

Tracks are a popular feature in Capsule that allow you to define processes you commonly use in your business. For example, your sales process might involve sending a new prospect a quote and then following up in few days time to close the sale. You can configure these steps as a Track and can then start that Track against a particular opportunity or case in Capsule to guide you through your process.

The biggest and most heavily requested change we’ve introduced for Tracks is the concept of reverse Tracks. This is useful when you regularly follow a series of steps leading up to an event. For example, if you plan workshops or conferences there are likely things you do a number of weeks or days in advance of the event. By configuring these steps in a reverse Track, Capsule will remind you to complete them leading up to the date of the event.

You can now also move the start date of a regular Track so that the sequence starts in the future or in the past. And finally, we’ve applied some design love to the display of tracks to make them easier on the eye and to give better information at a glance.

Posted in feature.

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