The Capsule Blog

Latest from the Capsule team

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.

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.

Updates to our support portal

Wednesday, January 14, 2015 by Tom Bell

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.

Support Articles

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.

Repeating tasks

Wednesday, December 10, 2014 by Michael Josephson

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.

Creating a repeating task

And then choose how frequently the task repeats.

Choosing how frequently a task repeats

Then, when completing the task the next occurrence will be created automatically.

Completing a repeating task

The calendar also shows the schedule of future occurrences to help you plan ahead.

Forecasted tasks on the Capsule calendar

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.

New duplicate checking and task category colors

Tuesday, November 11, 2014 by Duncan Stockdill

Duplicate checking

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.

Color your task categories

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.

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