Attach files to your notes on Capsule Mobile

We’ve been working hard to get as many useful features as possible from Capsule into Capsule Mobile and attaching files to notes is the latest feature to make an appearance.

Uploading files is as simple as it should be. Simply tap the attach icon in the navigation bar and you will be taken to a screen giving you the option to upload from ‘iCloud’ or ‘Photos and Videos’ if you’re on iOS or just to ‘Select a File’ if you’re using Android.

Once you’ve selected your file, it will be shown in the ‘Uploads’ section — this is where you can check you’re uploading the correct files and remove them from the queue if necessary. You can add multiple files to be uploaded.

Tapping ‘Upload’ will cycle through all files in your ‘Uploads’ list and upload them one by one, adding them to an ‘Attachments’ list in the process. Once they are in this list, they have been successfully uploaded.

We’d love to hear from you! Please let us know what you think about the new update or if you have any questions.

More power to Tracks

Tracks are a long standing feature in Capsule that lots of people have come to know and love. As a hard working team ourselves we know how important it is to collaborate. We understand that sometimes it’s not only one person who does everything in a track - it’s a team effort. Today we’re happy to share that we’re taking the power of team work to tracks by giving you the ability to assign who should complete each task in your tracks.

Assign a task

The next time you go to edit a track you’ll be welcomed with some new options. To assign a user to a task, simply select a user from the new assignee drop down menu. This is by no means required though. You can also choose to assign tasks to the owner of the case or opportunity.

Before today’s update, when a pending task in a track was made active by completing the previous task, the newly active task would be assigned to the user who completed that previous task. This behaviour stays the same for any existing track definitions. However, when defining any new tracks the assignee will now default to the owner of the opportunity or case that the track is applied to. If you prefer how things were, you can choose ‘User Completing Previous Step’ in the assignee drop down menu. You can read more about tracks in our tracks support page.

Weekends - for work or play?

We appreciate not everyone wants to keep working throughout the weekends, so we’re making one more improvement to tracks. From now on you can choose ‘weekdays’ instead of ‘days’ and Capsule will exclude weekends from the days between each task in a track. That way, if the first task is due on a Friday and the next is due 2 days later, you won’t have to interrupt your Sunday lunch to get something done - instead the next task becomes due on the following Tuesday.

As always, we’re excited to hear about how tracks are helping your business. Please let us know on Twitter or in an email.

Change contact pictures directly from Capsule Mobile

We often get asked for the ability to upload contact pictures using the Capsule mobile app. Good news — we’ve listened to your feedback and we’re happy to announce that you can now do just that.

To change a contact’s picture, simply tap the contact’s picture and you will be given a few options; you can take a new photo or select a photo from your phone’s library. However, we realise that you’re unlikely to have photos of your contacts on your phone, which is why we’ve also added the ability to use your contact’s social media picture.

In order to take advantage of the social media pictures you must have a social media account or email address associated with the contact. Currently the social networks that support contact pictures are Twitter, Facebook, Google+, GitHub and Gravatar.

We hope this will help your contacts list look more interesting and easier to scan without a wall of default pictures! Please let us know if you have any questions.

Capsule integration with Sage One

Great news for our UK customers. We’re happy to announce that Sage One (UK version) has joined the ranks of great accounting services that integrate with Capsule.

Sage One empowers entrepreneurs by providing the essential accounting they need via easy-to-use mobile and web apps. It’s simple, powerful, and helps small business owners better run and grow their business.

When you’re working with a range of web services it can be a challenge to get a good overview of all your information in one place. If you’re talking to a client and you pull up their information in Capsule you want to be able to see not only your meeting and conversation history with them, but also their accounting history.

  • How much have you invoiced them since becoming a customer?
  • Do they have any outstanding invoices?

Our integration with Sage One has been designed and built to tackle this providing a complete view of contact and communication details from Capsule combined with invoice information from Sage One. You can drill down to view specifics and with the click of a button you can go directly to create a new invoice in Sage One.

The integration reduces the need to switch back and forth between the two services and means new contact details need only be entered into Capsule and then exported to Sage One when you’re ready to raise an invoice. All the contact details will come across and even sync.

Check out our video of the integration in action:

 

If you’re not familiar with Sage One then head over to their website and sign up to a free trial. Once you’re all signed up you will need to setup the integration in Capsule by going to your Settings > Integrations > click Configure next to Sage One.

And if you’re coming from Sage One and haven’t checked out Capsule yet then you can head over to our main site and click the button at the top to sign up to a free trial right now!

If you need help setting up the integration then you can check out our support article or just email us directly and we’ll be happy to help you get up and running right away.

New and improved navigation for Capsule Mobile

The Capsule mobile app is about helping you gain quick access to information you need, on the go. Performance has always been fast, but after listening to feedback, we agree, sometimes getting to the screens you need feels like one too many taps away.

The current navigation sits behind a hamburger menu, a common design pattern amongst mobile apps. It’s great for when you have lots of menu items and you want to save some space. The issue is that options are hidden until you open the menu. This also means you need to tap twice to get to any screen you need. Consequently when you visit a contact the menu is out of reach until you tap back to reach it again.

New tab navigation

To speed things up we’ve completely redesigned the navigation to adopt a bottom tab bar. You’ll find key screens now only a tap away. Even when you visit contact screens the menu is still with you, reducing the number of taps needed to go another screen. You’ll also find settings now sits conveniently on the top left of the nav bar.

As a final touch, we’ve done away with the old icons to bring in some new fresh line icons across the app.

We hope you enjoy this update as much as we do! Please let us know if you have any questions.

Improved in Capsule Mobile: Tags & Custom Fields

When you’re on the go it’s helpful to have Capsule just a tap away - making it easy to manage leads and customer details when they’re fresh in your mind. To make that even easier we’re bringing the ability to update custom fields and tags to our mobile app.

Adding tags is as simple as tapping on the tags section and adding the ones you need. Tapping on a DataTag means you get to update the custom fields within that DataTag.

And to update standard custom fields, edit the contact as normal and now you’ll see the custom fields available to fill in too.

You can grab the latest update from the App store and Play Store if you haven’t already.

We’d love to hear what you think about the latest update. Please let us know on Twitter or in an email.

New Logo and Brand for Capsule

We started Capsule eight years ago with a mission to create a CRM system that’s simple, intuitive and powerful. Every year since we’ve been fortunate and grateful to experience continual growth in our business and customer base. While Capsule as a product has evolved, we’ve never taken the time to update the Capsule brand. We created our original logo at the start of the Capsule journey when we were just three people with a modest budget. As we look to the future we wanted a new brand that communicates who we are now and our ambitions.

Self-reflection

It was clear we needed more than an updated logo. We needed a completely new brand identity that could be applied consistently across everything we do. So we teamed up with Focus Lab to help us get it right. Focus have been on our radar for many years and their work on brands such as 500px and Udacity have been an inspiration.

From the very first meeting, we knew Focus were the right choice. Their creativity and confidence led us through some thought-provoking exercises. This discovery process provided an opportunity for self-reflection, asking questions of who we are? What represents us best? Who do we want to be? What makes us different? Focus helped us leave our comfort zone and explore different concepts. From Capsule as a container to constellations to space Capsules. All the while we tried to stay simple, approachable and trusted with a pinch of playfulness.

After many iterations, we clarified that Capsule isn’t a pill you take to cure your business ailments or some kind of metaphorical container. More than that, it’s a powerful control panel to help you take care of your customers and business.

The new brand

With a clear direction, the Focus team pushed on with the control panel concept. Focus posted some work on Dribbble that received a lot of love from the design community confirming we were on the right track. After several rounds of refinement with Focus, we arrived at our new logo.

The new Capsule logo is unique, made up of switches and buttons to capture the essence of control over your business. Our new color scheme is vibrant and modern while feeling professional and trustworthy. With the logo in place, Focus completed our brand guidelines which define everything we need to know about our new brand, from typography choices through to voice and tone.

Going forward

For those that have been using Capsule for many years, we want to remind you Capsule is still Capsule. We will continue to deliver a CRM system that is simple, intuitive and powerful. What you’ll see from here on out is a more consistent brand experience.

As we turn this corner, we’re deeply thankful to all our customers who have made Capsule possible. We look forward to bringing you further updates to Capsule in the future. We also want to say big thank you to Focus Lab for helping us shed the old and lift up the new.

P.S. We’re looking for talented people to join our team!.

Announcing Capsule API v2

We’re excited to announce version two of the Capsule API. The API enables developers to build integrations that connect Capsule to other systems and extend the capability of Capsule. Popular integrations that make use of our API include MailChimp, PieSync, HelpScout and Zapier. API v2 makes it even easier for developers to build integrations with Capsule.

While this is largely a release for the benefit of developers, as a Capsule user you’ll also see improvements as developers upgrade their integrations to API v2. For example, integrations using the new API will be listed in their own settings page so it’s easy to see and control the integrations that you have enabled. Integrations on API v2 also have access to an expanded set of functions that enable deeper and smarter integrations.

If you’re a developer, you’ll find that API v2 retains the simple RESTful approach of v1 and introduces new features to improve development, such as OAuth 2 and a richer set of API endpoints and data per request.

API v1 will continue to work until January 31, 2018. We encourage developers to start planning their migration to API v2 now. We’ve tried to make the migration process as easy as possible and have written a migration guide that summarises the changes between API v1 and v2. We also welcome you to join the developer conversation if you have any questions and to help us continue improving our API.

If you’re a developer of a service that hasn’t already integrated with Capsule, we’d love for you to check out the new API. We have a friendly development team who are always happy to answer any questions. We’re super excited to see new integrations that extend our ecosystem with unique and useful ways to take advantage of Capsule.

Recent updates

The Capsule team have been beavering away again and we’re excited to announce a number of new and improved features for Capsule.

New conditions for opportunity lists

When making a list of opportunities it’s now possible to add conditions based on the Expected Value of each opportunity. For instance, it can sometimes be useful to find all your opportunities that are over a certain value. To do that:

Go to your Sales Pipeline List create a new list and then use the [Expected Value] filter.

This will find all your opportunities where the total expected value is over $10,000. This also includes opportunities with recurring revenue based on their total value, so if you had an opportunity worth $3,000 per month over 4 months then you will see it in this list.

If you’re working with multiple currencies it can also be helpful to further narrow down a list to only opportunities with a specific currency. To do that:

Go to your Sales Pipeline List create a new list and then use the [Currency] filter.

Export to Excel files

Capsule now supports exporting directly to Excel. You’ll find a new menu item for this next to the existing command for creating CSV exports:

We hope this will be a time saver if you regularly use spreadsheets to work with your Capsule data.

Reassignment of records when a user is deleted

In the past, whenever a user was deleted from Capsule the tasks, cases and opportunities assigned to that user would be automatically reassigned to whichever user performed the delete.

Now, when deleting a user you’ll see a dropdown list so that you can pick any other Capsule user:

This should provide extra flexibility and simplify the process if there are changes to the people on your team.

Improved linking of new tasks added from the Dashboard

It is now possible to link a task to any contact, case or opportunity when creating tasks on the Dashboard. Just click the link and start typing the name of the record the task relates to.

New FreshBooks integration

An all-new version of FreshBooks was announced a few weeks ago and Capsule’s integration was updated ready to support it.

After migrating to the new FreshBooks your account will be accessed using a new address: my.freshbooks.com. If your Capsule account is already integrated with the older version of FreshBooks then disabling and re-enabling the FreshBooks integration in Capsule will let you enter this new address and begin using the updated integration.

We really hope you find these updates helpful, as always please get in touch on Twitter or email us if there’s anything we can help with. We’d also love to hear any feature suggestions that you have for Capsule.