The Capsule Blog

Latest from the Capsule team

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.

Better duplicate checking and merging on import

Wednesday, April 8, 2015 by Duncan Stockdill

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.

Duplicate Options

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.

Posted in feature.

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