Opportunities & Cases now with more flexibility

Duncan Stockdill posted in Product December 17, 2009

This blog post was written before Javelin was renamed to Capsule. See this post for more details.

Custom fields and Data Tags have been a very popular feature for contacts in Javelin with good reason. By adding your own custom fields you can adapt Javelin to better suit your business. Now the same feature is available to Opportunities and Cases.

As a simple example to demonstrate the power of this feature, let’s say I’d like to use Javelin to keep track of my client projects. First I configure a new Data Tag called Web Project and add fields for start date, planned end date and planned budget.

Project Data Tag

Now when I apply the Web Project tag to a case, Javelin prompts me to enter the new information and when I’m looking at the case in Javelin I can see the Web Project information I’ve entered alongside other case information.

Assigned Data Tag

Finally, it’s easy to use the new fields to add conditions to lists that are created in Javelin. For example, I can create a lists of projects due in due by February adding the following condition:

Filter by Data Tag

Hopefully this demonstrates the power of the custom fields and Data Tag functionality and has given you some ideas for your own. If you’ve got an interesting use of this functionality that you’d like to share with the Javelin community then we’d love to hear about it.

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