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Duplicating Opportunities

For those users that have recurring sales opportunities we have introduced a handy feature to duplicate existing opportunities. For example if you have renewable orders or memberships that are to be renewed on a regular basis for the same clients.

To do this, go to the opportunity you want to duplicate > Go to Actions for this Opportunity > Duplicate. You will now be able to review the details that you are about to use in the duplicate Opportunity. Hit Save and your new duplicate opportunity has been created.

New API documentation

We’ve recently updated the Capsule API pages. The API itself is more or less the same, there’s a few updates and we have improved the design and overall look and feel of the API documentation.

The API closely follows RESTful principles with every resource like person, opportunity or tag having its own URL. Resources can be manipulated using standard REST commands GET (view), POST (create), PUT (update) and DELETE.

We’ll be removing the old documentation shortly so you should update your bookmarks with the new URL. Check it out here: developer.capsulecrm.com

Turn on/off Capsule for Google Apps users

If you have a paid google apps account you now have the possibility to choose which of your users that can see and use the Capsule gmail gadget or not. If you for example have a lot of google apps users but only a few of them user Capsule, why not turn off the gadget for the rest of your users. The gadget will only be there for the relevant users and won’t cause confusion for the rest of your google apps users.

What you have to do as administrator of your google apps domain is the following:

  • Go to your google apps dashboard
  • Select the Organisations & users tab
  • Click the Add sub-organization button at the top right
  • Add a sub-organization with an appropriate name (‘Capsule Users’ for example)
  • Go back to the list with all your users and move the users that need access to Capsule to the Capsule Users sub-organization
  • You move a user by ticking the box next to the user name and then using the Move to menu at the top to move the user to a different sub-organization
  • Once you have moved all the users to the correct sub-organization you can edit the application access
  • You will find your newly created sub-organization on the left hand side
  • Click the Capsule Users sub-organization and then go to the Services tab
  • Now you can override the inherited services access and turn on or off any services you would like, including Capsule CRM

Google has written a blog post about how this all works, you can find it here.

Control who can export

One of the popular requests we’ve had from customers is control over which users can do a full export of contacts. A number of customers have told us they’ve spent years building up their customer database and so they feel it should be possible to prevent some or all of their users from exporting a copy to keep for themselves.

It’s now possible to control which users can export contacts, opportunities and cases to CSV or vCard file. When adding or updating a user, the following option will appear:

Export settings

If the right to export is removed from an administrator then the administrator will not be able to assign the right to other users.