When discussing inventory with a customer, you can configure your views to show or hide costs. When ‘Costs’ are hidden, they will be removed from the following views: Search results grid Stock unit detail – Pricing group Stock unit detail
Offline synchronization and searching Create saved searches of anything in desktop version of Handle and enable them offline in our mobile app Add ability to use keyword search while offline – Offline on mobile Several field enhancements (decimal support, auto-clear
Map account locations using keyword search or selecting a saved list on mobile. Note: iOS 10 Location Services require a secure connection (https/ssl). Access your saved search list by : Tapping search bar Select desired saved search Select Accounts from
v1.17.0 Add ‘Separator Hours’ (PFW) Add ‘Rental Indicator’ v1.17.1 Usage change auto-populate salesperson field
Handle Inventory integration – From Handle CRM open linked stock units directly in Handle Inventory Add spell check Add ability to use keyword search while offline – Offline on mobile Fix: iOS Media gallery popup error – Add Pictures, Audio,
Creating any activity from search results Any activity or form that is available on Handle desktop is also available on Handle mobile apps. The easiest way to create a sales call, is to search for the account, Click the +
Accounts are the central place for tracking account details (purchases, equipment, contacts, locations) and activity (Call, Opportunities) for all Customers and Prospects. Viewing Accounts Tapping on an account from your active list, a saved list, or any search results will
Potential customers and opportunities often happen long before the customer is entered into the business system. You need to capture key information and activity on someone you’re potentially going to do business with quickly. With Handle, you can track this
When you login into Handle mobile CRM, the first page that displays by default is the Home screen. Home tells you what is overdue and due today as well as items you have been notified on. Further, you can review
While in a stock unit, tap the action menu. Choose whether to add an Equipment note or a Dealer note. * Permission to add either type of note are set per user.
To open stock unit details tap on a row from the search results (from list or grid view). This data is loaded live from your business system each time you open a Stock unit. To view additional information, you
Place units on Hold or mark as sold directly from your mobile device. Rules can be put in place to set timers and additional configuration can be done to capture specific details (details here). Open the stock unit and tap
Linking items in Handle minimizes data entry. The ability to add and view these relationships increases the quality of information and reduces time, frustration, and mistakes. Similar to linking activities on the desktop—From inside of an Activity (Sales Call, Opportunity,
Capture pictures, video, and audio and add them into Handle on desktop and mobile devices. Communicate with your team and customers quickly and easily by sharing product images or audio notes. All core activities in Handle have a Media group
Easily find and update information on the go with Handle’s Inventory and CRM apps. Features include access to saved searches, voice-to-text, inventory pricing, and account mapping. These apps are available for both iOS and Android. Download Handle CRM Setup Download
Easily find and update information on the go with Handle’s Inventory and CRM apps. Features include access to saved searches, voice-to-text, inventory pricing, and account mapping. These apps are available for both iOS and Android. Download Handle CRM Setup Download
Handle CRM – iOS (v2.16.3) and Android (1.16.43) have new offline and sharing features, along with many performance improvements and new forms and integrations that will be available once server updates are complete. Offline – Any saved searches can be made
Create JDQuote from Mobile App Add ‘New’ JDQuote From JDQuote group Anywhere there is a action menu (triple dots) On the JDQuote form Enter quote name. Everything else has smart defaults. Link in Account Equipment and Inventory (or if created
When you create a saved search on the desktop, it will automatically be available in the Handle mobile apps (CRM, Inventory). Tap into the keyword search field and your saved lists will display below.
Pending Release Any saved searches created in the desktop version of Handle are automatically in the mobile app available offline (iOS and Android). To view or edit any items offline they must be part of a saved search and enabled
Any saved searches can be made available offline in the Handle CRM app (iOS and Android). To view or edit any items while offline** they must be part of a saved search and enabled on your mobile device. Select the
The Handle Inventory app has filters and a keyword search for quick searches. Many times users need to be more specific in their searches. CustomerTRAX has added the desktop advanced searching capabilities to the mobile inventory app (phone and tablet).
