A smoother Capsule experience

We’d like to share some small but helpful updates we’ve been working on. They’re simple additions that we hope will make your Capsule experience that much smoother.

Firstly we’ve added a ‘Get Link’ option to notes and emails menus, handy for when you need to share a note directly with a colleague. Simply click Get Link and copy to your clipboard.

Copy to clipboard

In addition across the app we’ve added copy to clipboard in lots of places where it’s useful - API keys, email addresses etc, saving you a little leg work. If you’re using Safari you won’t see the button to copy directly to your clipboard as this ability is not yet supported. We hear this feature is coming to Safari soon so until then just copy as you normally would!

Sometimes it’s useful to reference another record in Capsule, like a contact, case or opportunity when you’re entering a note. It’s always been possible to do this by copying and pasting the link into the note. We’ve made a couple of improvements to how these links work in a note. Firstly we display the links in a shorter format to reduce visual noise and keep your notes looking clean. Secondly, the hover cards now work on these links so that you get a quick view without having to click through the link.

Avatars on contact searches

Now when searching for contacts to add to a Case or Opportunity or when linking a new person to an organisation you’ll see small avatars next to the filtered names. It’s a small thing, but should help you recognize a contact faster!

Grouped repeating files

Finally we’ve added some smart grouping to the files tab so from now on any repeating image files will be grouped. This helps to reduce the clutter created by emails stored in Capsule that repeat the same email footer images. Images files are grouped based on file size and name, so you’ll still be able to see image files of the same name separately when storing file versions using the same name.

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