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Manage your calendar with Capsule Mobile

For those of you who are regular Capsule Mobile users, you’ll be glad to know the calendar has arrived to help you manage your tasks. It will now be the default screen when you tap the Calendar & Tasks icon on the bottom bar.

Days with due tasks will be indicated by a green dot. Simply tap a day to view its due tasks.

Tap the left and right arrows to navigate between months or tap the month to open a picker allowing quick switching between years and to go back to today.

You can switch to the list view for overdue and upcoming tasks by tapping the task list icon in the nav bar. We’ve also added a pink dot as an indicator to the task list icon to show when you have overdue tasks that may require attention.

We hope this will help improve managing your tasks on the go! Please let us know if you have any questions.

January 2018 News

Happy New Year! We hope you’re having a great start to 2018. Last year was a busy year for us as we worked towards some major feature releases. We’re continuing that work and we’ll let you know about those features closer to the time. In the meantime, we’d like to share a few new things you’ll see around Capsule.

 

Capsule Mobile

We now have a dedicated team working on our mobile app for iPhone and Android, and they are busily rolling out updates. Recent updates include reworking the navigation to make it easier to get to the right page quickly, support for attaching images and documents directly from your phone, quick access to recently accessed contacts, plus a bunch of speed improvements. To get Capsule for your smartphone, simply download from the App Store or Google Play.
 

Integration with CircleLoop

If you’d like to better manage phone calls across your business, check out CircleLoop which is a cloud-based telephony system for businesses. You simply use the mobile devices and computers you’ve already got to both make and receive calls from a UK number you select - you just need to install their app. Their plan includes unlimited calls to UK landline and mobile numbers, voicemail to text, and you can even share a business phone number with all your team. The team at CircleLoop have done a fantastic job of integrating Capsule including easy set-up, support for click-to-call, and logging of calls directly in Capsule. Learn more and sign-up.

Integration with Sage One

Capsule now integrates with Sage One (UK) to add to our growing list of integrations with accounting systems. The integration streamlines customer creation and updates across both systems, and the inclusion of Sage One invoices history directly inside Capsule ensures you get a complete and up-to-date view of your customer status. Learn more and sign-up.

Zapier hits 1,000 integrations

In addition to the many direct to Capsule integrations, Capsule also connects to Zapier, enabling creative ways to push data between Capsule and the many other apps on Zapier. Zapier has just announced they’ve hit a milestone of 1000 integrations in their toolkit. Check out Zapier’s page about Capsule to get ideas for connecting Capsule with other applications you use, such as notifying a Slack channel when new opportunities are created in Capsule.

 

New default profile pictures

If you are a regular user of Capsule, you may have noticed Capsule now shows an icon with the initials of a contact when the contact doesn’t have a profile picture. For example, GW would appear for Gavin Williams. In places where it would be useful to show a contact or user, but we don’t have space to show their full name, we can display the icon to provide greater context, alongside a hover or click through to see details. You can see an example of this in action on the team calendar page (above) where we’ve recently added the user icon to show who is assigned to each entry.

More power to Tracks

Many of our customers make use of the Tracks feature in Capsule to automate the assignment of standard tasks you follow when progressing sales opportunities, responding to customer queries, or implementing projects on behalf of customers. We’ve recently updated Tracks to allow the steps to be configured just for weekdays so that tasks don’t get assigned on the weekend, and also to allow steps in a Track to be assigned to different members across your team. Read more.

GDPR Update

If you operate in the UK or other parts of Europe, it’s likely you will have heard of the upcoming changes around personal data protection in the form of the General Data Protection Regulation (or GDPR for short). The GDPR is European legislation that applies to organizations anywhere who collect data about EU individuals, including those in UK. It is an evolution of the existing EU data protection framework. In the coming weeks, we’ll be letting you know about updates to our agreements, and updates to Capsule which assist customers who are subject to GDPR. Read more about what we are doing.

Thanks for reading and we hope you continue to have a fantastic year with Capsule. If there’s ever anything we can help with or if you’d like to share anything then you can email in or reach us on Twitter.

All the best for 2018

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.

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.

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.

Tags now available in Capsule app

We’ve released an update to Capsule app to include tags on your contacts, cases and opportunities. You can now filter records based on one or more tags using the new filter icon on each of the list pages.

Use the funnel icon on the contact list for example and tap the tags you want to filter for. To clear the tag filter just click the little ‘x’ next to the tag filter in the list.

Tags screenshot

Updates to the Capsule app for iOS and Android

The Capsule app for iOS and Android was launched earlier this year and we’ve since released a further 12 updates to the app based on feedback from users. Those updates included bug fixes and the following features:

  • Search cases and opportunities by name or the associated contact
  • Search tasks by description, associated contact, opportunity, or case
  • Swipe right on tasks to quickly complete them
  • Create organisations
  • Preview attachments on notes and emails
  • Log calls initiated within the app
  • Filter tasks by time period
  • Infinite loading and filtering on tasks, pipeline and cases
  • Import contacts from your phone

With the latest update to the Capsule app you can now import contacts directly from your phone into the Capsule app. Many of our users have requested the ability to scan business cards and while we can’t yet offer this directly in Capsule, the new import function means you can scan business cards using your favourite card scanning app and use the import function to add to Capsule. You can find instructions and suggested apps in our import guide.

If you haven’t already installed the Capsule app on your phone then visit the App Store or Google Play on your phone and search for “Capsule CRM” to install.

If you would like to offer your suggestions or vote on existing suggestions please head over to our UserVoice page for the mobile app and let us know.

Capsule for Mobile now available in app stores

Capsule for Mobile has just had a big update and is now available in the Apple App store and Google Play store. Key changes include:

  • A fresh new user interface with smoother transitions
  • Syncing of opportunities and cases so you can access and update these even when you’re offline in the same way as contacts
  • Expanded contact information including social network details
  • Live scrolling on the contacts list so you can either search or scroll to find a contact
  • More advanced controls such as specific date input for tasks
  • A new menu based navigation to better handle the expanded content and shortcuts to recently accessed records

Updated capsule mobile

To install Capsule just visit the Apple App store or Google Play store on your phone and search for Capsule CRM

We now have a dedicated team working on the mobile app and they’re busy working on further updates. If you have your own ideas we’d love to hear about them. We’ve just launched a dedicated forum on uservoice for the mobile app where you can share your ideas and vote on others.

If you are a Blackberry user you can continue to use the previous release of the mobile application. We don’t have any immediate plans to release an updated version for the Blackberry, but let us know if you want Blackberry support so we can gauge interest. For steps to install the previous release please read this blog post.