Feature

One click export - Story From: The Capsule CRM Blog

Capsule runs on the battle-tested services from Amazon and we backup your data every hour and regularly test the restore process. So I've got every confidence in our restore capability should we ever need it. However there's nothing like having a copy of your data to hand for the ultimate peace of mind. We're also strongly of the view that customers own their data and should be free to export and move their data to another service. To make this easier, we've added a new one-click export function to Capsule. The new export function generates a single ZIP file and emails it to you. The zipped file contains CSV files for your contacts, opportunities and cases, including a history of emails and notes. We've chosen to stick with CSV for the export since this is the most portable format for transferring data into another system. By the way, if you're looking for a CSV file to support mail merging or analysis in spreadsheet I'd suggest using our lists feature. This excludes email and note history which makes the CSV file easier to work with. We hope you find this feature useful, and many thanks for your votes and feedback on the uservoice suggestion.

Opportunities & Cases now with more flexibility - Story From: The Capsule CRM Blog

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. 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. 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: 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.