Your users have so many usernames and passwords to remember; this can be a headache for admins and users alike. Handle includes a number of options to authenticate with Handle and mobile apps. Giving users the option to use account
Compatible with: Public Gmail, Google Apps for Business No setup required, please let us know if you would like this enabled. You cannot sync calendar/contacts with Outlook and Google at the same time, it is one or the other. Features:
Compatible with: Exchange 2007, Exchange 2010, Exchange 2013, Office365 If your exchange server is not hosted in house or by JDO, please verify that your Exchange Host Provider will allow impersonation scripts to be run on our behalf. Please see
Service Agreements can be viewed in Accounts. You can search, report, export, map, and add to Target based on Rental Contracts information using Handle Advanced search. Select Rental Contracts from Navbar Create search Available fields to search by Agreement ID
Rental Contracts can be viewed in Accounts. They are also displayed on the Rental tab in the Inventory stock unit display You can search, report, export, map, and add to Target based on Rental Contracts information using Handle Advanced search.
View Dealer Inventory Tracking (DIT) location and event information from Handle Inventory. *Aggregated Inventory group Pending Release
Many fields on a Stock Unit can be updated directly in Handle. You can create stock units, edit stock unit info, update status, and enter notes which will synchronize with your business system. Creating Stock Units Handle has the ability
You can now create trade assessments from within an Account and/or an Opportunity Select new assessment Fill out Title, Description Link Account Equipment (or create new) Serial # will be pulled from account equipment when creating assessment Serial # is
Handle has streamlined the process for creating a quote by integrating CKC. As you kickoff your quotes, Handle will provide a drop-down of any CKC/JDaim accounts from previously linked quotes on that account. It remembers which accounts have been matched
Quoting in Handle begins with an Opportunity (Why would I track opportunities?). The opportunity is designed to act as a folder to house all information around a deal to sell, price, and close. This assumes the opportunity is identified early in
Account Edit Account fields  in Handle. (will write back to PFW / Disabled by default) Account Equipment Add Account Equipment. Edit Account Equipment fields  in Handle. (will write back to PFW/ Disabled by default) Inventory – Stock Unit Many fields on a Stock Unit
From Handle Inventory you can easily jump to the stock unit record if it exists on your dealership’s Machine Finder Pro site. Because this is accessed from Handle Inventory screen, it is available to full licensed users only. Start MFPro
Handle’s data integration engine allows us to tie into any data source if allowed and configured. This integration allows for users/employees to access the data, and perform daily tasks all from one system, reducing the need for accessing/updating multiple systems.
The media module integrates with Google drive for storage. If your company currently has a Google Drive Business account, we can use that, or we can setup an account for you. With Google Drive Integration, theres 2 ways to do