How to attach a Persons address to the Organisation it's linked to
Our design approach at Capsule has been to limit duplication of data as much as possible. We have found that o...
View ArticleHow do I delete a contact and what happens to notes, opportunities, cases and...
To delete a single contact: Go to the contact that you want to delete In the top right hand corner ...
View ArticleWhat is a Generated Link and how do I add one?
When adding custom fields to a contact you can choose to create a generated link. A generated link is a URL, m...
View ArticleHow can I mail merge or print mailing labels?
You can download your contacts to a word or excel spreadsheet for merging into letters or printing labels. Cli...
View ArticleHow do I send emails to a mailing list such as a newsletter?
For small numbers you can use the email option by clicking Organizations and People > List and using the Em...
View ArticleIs there any limitation on amount of contact information held?
Within reasonably boundaries, there are no limits on tags, datatags, or custom fields. As the number increases...
View ArticleCan I make a skype call directly from Capsule?
Yes, you can add a Skype name for your contacts as a web address. Clicking on the Skype icon will begi...
View ArticleHow do I add a contact's picture?
When you add a social profile such as a twitter account, LinkedIn or Facebook profile to a contact, Capsule wi...
View ArticleHow do I add a contact's twitter feed, and other social networking addresses?
You add these addresses in the contact's record Edit this Person > Websites and Social Networks. Wh...
View ArticleHow do I convert a person to an organization record?
Contacts imported into Capsule or auto created by the dropbox may result in the wrong type - person instead of...
View ArticleHow do I shift a contact from one organization to another?
Simply overwrite the name in the organization field when editing the contact. This will link the contact with ...
View ArticleHow do I fix a duplicate tag?
If users have inadvertently added two tags that have the same meaning, for example, Staff and Employee then fo...
View ArticleHow do I list people based on a tag or field held on their organization?
If you've got a tag such as "Customer" stored against an organization, then filtering a list based on Tagged w...
View ArticleHow do I get a list of contacts based on last communication or last update?
There are two possible ways of getting a list of contacts that you have not been in touch with: Filter fo...
View ArticleHow do I add a tag in bulk?
You create the list of contacts to be tagged, by clicking People and Organization > List > create a new ...
View ArticleI have duplicate contacts, can I merge them?
Yes you can merge two contacts with each other . Merging two contacts will combine their history, contact deta...
View ArticleHow do I create a list or report?
Capsule comes with a number of pre-defined lists. You find these by clicking People and Organizations > Lis...
View ArticleWhen should I use a Tag, DataTag or Custom Field?
To some extent this is your choice and how you would like to see the information in Capsule. Here's a couple o...
View ArticleHow do I customize my contacts or create additional fields?
Custom fields allow you to record information about your contacts. The following custom fields are available: ...
View ArticleHow do I categorize or tag my contacts?
Tags are keywords that you use to categorize your contacts. For example, you could tag your contact's based on...
View ArticleHow do I remove a tag from a list of contacts
With Capsule there's no option to bulk un-tag a list of contacts. However if you do have a way to filter for a...
View ArticleHow do I save or edit a list?
Create a new list: If you have created a filtered list that you'd like to come back to in the future then y...
View ArticleContact History RSS feed
Most modern browser like Google Chrome and Safari has now stopped supporting the RSS feed button that used to ...
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