We are proposing a new screen to capture information faster and streamline processes. This short video will highlight some of the key changes. Plus, additional screen shots are below. One button and tab to end them all… + Select
Pending Release Track accounts that are overdue for contact. Past due color coding (Class column in smart grid) can be configured to adjust based on any customized formula. As of today, the overdue indicator is based on scheduled sales call. We can
Pending Release View inventory stock unit notes in the search results grid. See at a glance the most recent notes entered on that unit. Customize results grid to change the order and display the notes fields you want to see.
Pending Release Handle has several built in reports to analyze and review your data. External report links can be used in place of default reports. We can add additional items to the reports screen that can be configured to point
Pending Release Exporting to excel no longer requires saving to .csv file – open directly. The smart grid export feature enable the browser to either open the file or save it, regardless of how many search results there are.
Pending Release The JDQuote Integration in Handle has many new improvements: Select EQUIP CKC We previously added the ability to pick the CKC id’s from other quotes that are linked to accounts, in addition, we’ve now added any CKC id’s
Pending Release Coach your team to success by discussing yearly performance objectives, leadership qualities, company values, successful behaviours. Set Career development plans, goals, and review them quarterly to keep everyone on track. By setting goals and reviewing progress on a
Pending Release Whether it’s financial, strategic, or just private, confidential information needs to be kept track of for accounts your organization serves. Private Notes are a way to set up restricted access to this sensitive information. Managers can have private discussion
Pending Release Opportunities are designed to track any potential sale. Many times, you may not have exactly what the customer is looking for. The Searching form is the way to keep track of detailed specifications and be automatically notified of
Pending Release Manage, plan, and forecast service work. Understand how much outstanding work there is and when it needs to be done. Using Handle’s advanced searching and reporting, easily find patterns or problem areas and share information across departments. Info
Pending Release During the sales and delivery process, several steps need to happen. One is the transfer of the incoming Trade to an active Stock Unit. Typically this is a very manual, very redundant process. But most of the key
Pending Release Track your mileage while on the go using the Handle mobile apps. Link the trip to a Sales Call, Opportunity, Trade Assessment, or anything else it is related to. You can then pull lists and total your mileage
Pending Release I no longer need to be involved with something in Handle, how can I remove myself easily? Notifications are an essential way to keep team members informed and to collaborate on next steps and actions. As discussions progress
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
Pending Release The Handle Administration Portal enables Managers and IT administrators to manage permissions and features that are available to Handle users. Add users Remove users Set permissions Set Roles (to be released after phase 1) Notice the saved search
