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
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
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
** UPDATE 10/1/16 1:17p ** Status: Pending Release – – – This issue has been resolved and will be released in the next deployment cycle. Please contact support if fix is needed sooner, we can install this specific fix manually.
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
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,
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
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
We will be updating Handle the evening of June 2nd. Be sure to logout of Handle, so you can start fresh the next morning. If issues do occur – Please follow these steps to clear your cache. Please be aware that your
** UPDATE 5/3/16 12:45p ** Status: RESOLVED – – – We were able to work with Apple to issue a quick update [ v1.16.1 ]. This resolves the issue with the popup. There may be a couple of scenarios where
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
Spring Update Profile – Track, plan, and evaluate key accounts Partners – Track partner details Automate – Schedule reports to be sent to your inbox JDQuote2 – Create quotes and reports faster Invoicing – Get customers out the door in
Ability to show/hide costs fields – change under ‘Search Preferences’ Saved searches sorted alphabetically Update all field labels to match Fix launch icon
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
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).