Difference between revisions of "Capsule"
From Eugene Eric Kim
(Dedupe!) |
(Filters, relationships) |
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* Ability to check multiple contacts and do bulk actions | * Ability to check multiple contacts and do bulk actions | ||
* Wish there was an automatic dedupe | * Wish there was an automatic dedupe | ||
* Filters only allow for AND, not OR | |||
* Miss the ability to define relationships between different customers (e.g. spouse) | |||
== Google Contacts Sync == | == Google Contacts Sync == |
Revision as of 05:50, 8 June 2013
Things I Miss
- Activity stream that shows all changes to the system, not just tasks / emails / notes
- Ability to check multiple contacts and do bulk actions
- Wish there was an automatic dedupe
- Filters only allow for AND, not OR
- Miss the ability to define relationships between different customers (e.g. spouse)
Google Contacts Sync
- Organizations are synced as "[undefined]"
See also:
- "Cloud conundrums: The danger of one-way syncing" (think Capsule has fixed this particular issue)
- Capsule: 2-way synchronisation with Google Contacts
MailChimp Integration
The native integration requires that MailChimp get its list from Capsule. Instructions are at:
For more two-way integration, see this ebook. I could also use CloudWork.
Wufoo Integration
Documentation: Wufoo web form integration
- Name, email, and phone numbers mapped to Capsule fields
- Single-line text fields mapped to custom fields
- Everything else is added to a note
- If an email address maps, modifies the entry. Otherwise, creates a new one