This blog post was written before Javelin was renamed to Capsule. See this post for more details.
Javelin users have been asking for a quicker way to search for contacts. Previously the only way was to click through to the people and organizations page. So to make searching quicker we’ve added a search box that’s available from every page in Javelin. It’s implemented as a live search so it returns results as you type.
Here’s a short screencast (without sound) showing the new search in action:
We've made it even easier to see financial information and tasks on the same page as the contact record by adding them to a sidebar.
It's true, using a simple list in your CRM does more than keep you organized, it helps you build relationships. How? Read on to find out.
We've integrated with QuickBooks Online to make it even easier to get customer details, interaction history and financials on the same page.
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