Email & Communication
Storing Emails
- Understanding the Mail Drop Box
- How to store emails using the Drop Box
- Controlling where an email is attached
- Starting a Track
- Creating a follow-up task
- Troubleshooting
- Tips for using different email clients
- Attachment file size limit
- Support for international languages
- Detailed explanation of email matching rules
- Changing the default email client
- How to store emails using the Outlook Add-in
- How to store emails using the Gmail Add-on
Outlook Add-in
- How to install the Capsule Add-in for Outlook
- Connecting the Outlook Add-in to your Capsule account
- How to use the Capsule Add-in for Outlook
- How to add the Capsule Add-in to the message surface
- How to see what contacts are in an Outlook conversation
- How to add a new contact with the Outlook Add-in
- How to store emails with the Outlook Add-in
- Automatically store emails using the Outlook Add-in
- How to stop the Outlook Add-in from storing emails
- How to add Projects, Opportunities and Tasks with the Outlook Add-in
- Known issues with the Outlook Add-in
Capsule Add-on for Gmail
- How to install the Capsule add-on for Gmail
- How to use the Capsule add-on for Gmail
- Connecting the add-on to your Capsule account
- How to see what contacts are in a Gmail conversation
- How to add a new contact with the Gmail add-on
- How to store emails with the Gmail add-on
- Automatically store emails using the Gmail Add-on
- How to stop the Gmail add-on from storing emails
- How to add Tasks, Projects and Opportunities with the Gmail add-on
- The Gmail add-on is not being displayed