User Menu Options

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The User Menu provides user settings and customization options. Select your user name to toggle menu open/closed.

  • Refresh – Refreshes your handle session, updates data and settings from server.
  • OpenID – If enabled/configured, you can log into Handle with Google credentials.
  • Menu – Customize what shows in your Navigation Bar.
  • Updates, Help, Training – Links to CustomerTRAX website.
  • Change Password – Change your Handle password
  • Logout – Logout



Every form has it’s own list view; everything can be searched. (advanced search)

  1. From the user menu, select Menu
  2. Check/uncheck items to show or hide them in the header navbar
  3. Drag and drop items to reorder





User Menu Options

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