We’d like to start sharing more about what’s new in Capsule, small updates as well as big. Here’s the latest roundup of new features, improvements and integrations:
We’ve been rolling out a number of changes for the search function in Capsule over the past few months. Under the hood we’re now using the proven ElasticSearch database to power the search results. This has improved performance signficantly and it enables more sophisticated matching. A few examples:
- The order of the names no longer matters. For example searching for Spacey Scott will now match Scott Spacey, as will searches for Spacey S or Scott S
- For phone numbers, it now matches across all phone numbers on a contact rather than just the first, and formatting no longer affects the matching. For example searching for 773-338-7786 now matches to (773)-338-7786 or 773 338 7786
- Addresses can now be searched. For example with a street address such as 847 North Street or with a zip/post code such as 60614
- In addition to using a full email address, it’s now possible to find contacts using the first or last part of an email address. For example, @capsulecrm.com will show all contacts with an email address on that domain such as firstname.lastname@example.org
- Search now matches on individual words in a searchable custom field and there’s no limit on the number of characters like there was before
We never fail to be in awe of the ways our customers use custom fields. A popular request has been to support filtering for numerical conditions such as Lead Score > 5. To enable this we’ve introduced a new type of custom field that supports numbers. Once configured and populated you can then use them as filters in a list.
Given the success of Pinterest and Instagram it’s time we made them available as social networks for you to record on a Capsule contact. We’re taking a look at others we should add but we’re mindful of not making the selection too daunting. In a related change, we’ve updated the CSV import to enable import of the full set of social network links that we support.
We’ve tidied up the formatting of addresses for some countries to be consistent with local rules. For example, in European countries we now show the zip/postcode before the city unlike in the United States where it comes after.
Lundsgade 15 1682 Copenhagen Denmark
We’re aways excited to welcome new integrations with Capsule and we’ve got some neat updates to share.
The PieSync team have been busy since the initial release of their contact syncing solution. As well as refining their Google Contacts sync, they’ve added support for syncing Capsule contacts with email marketing tools Campaign Monitor, Active Campaign and MailChimp
Quotient makes it simple to create slick looking quotes and proposals in minutes and then share them with the customer for acceptance. Their integration with Capsule enables lookup of Capsule contacts when creating quotes and automatically add quotes to the contact history in Capsule. Take the Quotient tour to learn more.
For those of you that bill for your time or just want to track time spent by activity, The Toggl browser extension is a super handy way to keep track of time spent on specific cases and opportunities in Capsule.
Wordpress users rejoice. Gravity Forms now has a direct integration with Capsule making it simple to create powerful forms in your website and submit to Capsule. Take a look at the Gravity Forms overview and their Capsule integration page for more info.