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Capsule Mobile App

Get Capsule on-the-go with our Capsule mobile apps - view, add or update your data even when you’re offline and start calls or emails directly from contact profiles.

The Capsule app

Capsule is available for iPhone on the App Store and for Android on the Google Play store. Below are some direct links to download it:

Download from the App store

Download from the App store

Note

Currently supported OS versions
iOS 10+
Android 5

Importing contacts using the Capsule app

You can import contacts from your phone into the Capsule app. To import a new contact using the app, go to Contacts tap the ‘+’ Import Contact. This brings up a new screen which will contain the contacts from your phone’s address book. Tap the contact you want to import and confirm.

There are some limitations to what we’re able to import as we require certain information to be present. For example a contact will need either a first and/or last name and an organization will need an organization name.

The import process is particularly useful if you have an app to scan business cards on your phone. With the card scanner app you can save the contact to your phone and then import it into your account using the Capsule app.

Tip

Here are a few examples of popular business card scanning apps:
iOS: CamCard or FullContact Business Card Reader
Android: CamCard Free

Viewing your tasks

While the Capsule app doesn’t have a dedicated calendar view, you can always view your tasks in a list view. To do that, open the menu and tap the Tasks option.

Viewing your Capsule tasks in the calendar on your phone

If you’d prefer to see your Capsule tasks along side your phone tasks then you can also subscribe to the Capsule task calendar feed.

For iPhone

To subscribe to your Capsule task calendar feed on an iPhone:

  1. Log in to Capsule in Safari on the phone
  2. Then tap on your name in the top menu bar > My Preferences > Calendar and Feeds
  3. Tap on the first link that starts with webcal://. When you do you’ll be prompted to add the calendar feed to the iPhone calendar.

Once you’ve done that you’ll be able to see your Capsule task calendar side by side with your iPhone calendar entries.

For Android

To subscribe to your Capsule task calendar feed on Android you need to first subscribe to the feed in Google Calendar which then in turn syncs with your Android phone. This has to be setup on your computer, just follow these dedicated instructions.

Filtering tasks, cases and opportunities

By default the mobile app shows only the tasks, cases and opportunities that are assigned to you as the person logged in. You can however change the filter to display records for all users instead. To do that, use the little ‘funnel’ icon in the top right hand corner when viewing your tasks for example and then change the Owner filter to All.

Note

You can change the Owner​ filter for cases and opportunities in the same way as detailed above.

Syncing

The mobile app will sync changes as you make them. However if you find that you or your colleagues have made a change in your account using the browser that you’d like the app to pick up right away then you can use the ‘Force Sync’ option in the app. To do that, go to the app Settings and then tap the button to Force Sync.

Note

Before you tap that button it will say when the app last synced.