Handle CRM by CustomerTRAX
Free
2.19.7for iPhone, iPad and more
1.9
1 Ratings
CustomerTRAX CRM Inc
Developer
11.3 MB
Size
Sep 27, 2018
Update Date
Business
Category
4+
Age Rating
Age Rating
Handle CRM by CustomerTRAX Screenshots
About Handle CRM by CustomerTRAX
HANDLE by CustomerTRAX is our most powerful CRM software yet. It’s a simple, smart, and speedy solution designed to help businesses manage their customers and information
Show More
What's New in the Latest Version 2.19.7
Last updated on Sep 27, 2018
Old Versions
• General fixes and Improvements
Show More
Version History
2.19.7
Sep 27, 2018
• General fixes and Improvements
2.19.6
Sep 10, 2018
• General fixes and Improvements
2.19.5
Aug 1, 2018
• General fixes and Improvements
2.19.4
Jul 16, 2018
• General fixes and Improvements
2.19.3
Jul 11, 2018
• General fixes and Improvements
2.19.2
Feb 21, 2018
• General fixes and Improvements
2.19.1
Oct 30, 2017
• Map accounts from any saved list
• General fixes and Improvements
• General fixes and Improvements
2.19
Oct 2, 2017
• Account layout order now matches other devices
• General fixes and Improvements
• General fixes and Improvements
2.18.3
Sep 22, 2017
• General fixes and Improvements
2.18.2
Sep 5, 2017
• General fixes and Improvements
2.18.1
Jun 12, 2017
• Fixed an issue with sharing entities from mobile with PDF templates configured
• General fixes and Improvements
• General fixes and Improvements
2.18
May 10, 2017
• You will now see only selected market segments while reviewing Account Details
• General fixes and Improvements
• General fixes and Improvements
2.17.1
Apr 19, 2017
• In event of app crash of memory failure, you will now be automatically logged back in. (Within 24hr period)
• Linking Equipment to MFPro no longer requires serial numbers to be 17 digits
• Added description for Crop Mix entity to feed
• Tap info box on map to go directly to Account
• General fixes and Improvements
• Linking Equipment to MFPro no longer requires serial numbers to be 17 digits
• Added description for Crop Mix entity to feed
• Tap info box on map to go directly to Account
• General fixes and Improvements
2.17.0
Jul 15, 2016
** CRM to Inventory Integration**
Select linked stock units in Opportunities, Quotes, etc. to open and view details in Handle Inventory app
- Spellcheck enabled
- Offline keyword search
- bug fixes
Select linked stock units in Opportunities, Quotes, etc. to open and view details in Handle Inventory app
- Spellcheck enabled
- Offline keyword search
- bug fixes
2.16.4
May 31, 2016
bug fixes
2.16.3
May 24, 2016
-- PDF Share --
Share a printable PDF through email, text, or other installed apps that can open PDFs
-- Offline --
Any saved searches can be made available offline in the Handle CRM app. To view or edit any items offline they must be part of a saved search and enabled on your mobile device.
1. Select the search box in the mobile app to view a list of saved searches created in the desktop version of Handle.
2. Select “Enable” to start synchronizing any of them offline
**Please note the new functionality will not be available until server updates are complete
Share a printable PDF through email, text, or other installed apps that can open PDFs
-- Offline --
Any saved searches can be made available offline in the Handle CRM app. To view or edit any items offline they must be part of a saved search and enabled on your mobile device.
1. Select the search box in the mobile app to view a list of saved searches created in the desktop version of Handle.
2. Select “Enable” to start synchronizing any of them offline
**Please note the new functionality will not be available until server updates are complete
2.15
Dec 14, 2015
Map Accounts - Update selecting accounts from search results to send to maps
2.14.2
Nov 18, 2015
bug fixes
2.14.1
Oct 28, 2015
Performance Improvements and Bug Fixes
Plus all the new features in 2.14.0
New features
• Saved Lists - All of your saved lists are now available on your iOS device. Access them through the search bar. View your overdue accounts, active opportunities, cases, etc.
• Mapping - Map location and driving routes to Account locations by selecting one or more accounts from your search results or saved lists.
• Custom Forms and Media - Create/Edit custom forms from Handle desktop.
• Customize Layout - Layout changes made on Handle desktop will transfer to mobile, so you can view fields and groups in the order that best fits your workflow.
• iOS9 Compatibility Update
Plus all the new features in 2.14.0
New features
• Saved Lists - All of your saved lists are now available on your iOS device. Access them through the search bar. View your overdue accounts, active opportunities, cases, etc.
• Mapping - Map location and driving routes to Account locations by selecting one or more accounts from your search results or saved lists.
• Custom Forms and Media - Create/Edit custom forms from Handle desktop.
• Customize Layout - Layout changes made on Handle desktop will transfer to mobile, so you can view fields and groups in the order that best fits your workflow.
• iOS9 Compatibility Update
2.14.0
Oct 7, 2015
New features
• Saved Lists - All of your saved lists are now available on your iOS device. Access them through the search bar. View your overdue accounts, active opportunities, cases, etc.
• Mapping - Map location and driving routes to Account locations by selecting one or more accounts from your search results or saved lists.
• Custom Forms and Media - Create/Edit custom forms from Handle desktop.
• Customize Layout - Layout changes made on Handle desktop will transfer to mobile, so you can view fields and groups in the order that best fits your workflow.
• iOS9 Compatibility Update
• Saved Lists - All of your saved lists are now available on your iOS device. Access them through the search bar. View your overdue accounts, active opportunities, cases, etc.
• Mapping - Map location and driving routes to Account locations by selecting one or more accounts from your search results or saved lists.
• Custom Forms and Media - Create/Edit custom forms from Handle desktop.
• Customize Layout - Layout changes made on Handle desktop will transfer to mobile, so you can view fields and groups in the order that best fits your workflow.
• iOS9 Compatibility Update
2.3.5
Dec 15, 2014
- fix crash on login
Plus all the great new features in v2.3.3
• Now you can create New Prospect from within the Handle mobile app
• We’ve added new Account section (Assignments and Market Segments)
• Notes in Handle now have a status of Active or Complete, when Active they will display in Priority List and Active Notes can continue to be edited and updated
• ‘Call Type’ has been added to Sales Calls to help define and track your progress
Plus all the great new features in v2.3.3
• Now you can create New Prospect from within the Handle mobile app
• We’ve added new Account section (Assignments and Market Segments)
• Notes in Handle now have a status of Active or Complete, when Active they will display in Priority List and Active Notes can continue to be edited and updated
• ‘Call Type’ has been added to Sales Calls to help define and track your progress
2.3.4
Dec 7, 2014
- bug fixes
Plus all the great new features in v2.3.3
• Now you can create New Prospect from within the Handle mobile app
• We’ve added new Account section (Assignments and Market Segments)
• Notes in Handle now have a status of Active or Complete, when Active they will display in Priority List and Active Notes can continue to be edited and updated
• ‘Call Type’ has been added to Sales Calls to help define and track your progress
Plus all the great new features in v2.3.3
• Now you can create New Prospect from within the Handle mobile app
• We’ve added new Account section (Assignments and Market Segments)
• Notes in Handle now have a status of Active or Complete, when Active they will display in Priority List and Active Notes can continue to be edited and updated
• ‘Call Type’ has been added to Sales Calls to help define and track your progress
2.3.3
Dec 2, 2014
• Now you can create New Prospect from within the Handle mobile app
• We’ve added new Account section (Assignments and Market Segments)
• Notes in Handle now have a status of Active or Complete, when Active they will display in Priority List and Active Notes can continue to be edited and updated
• ‘Call Type’ has been added to Sales Calls to help define and track your progress
• We’ve added new Account section (Assignments and Market Segments)
• Notes in Handle now have a status of Active or Complete, when Active they will display in Priority List and Active Notes can continue to be edited and updated
• ‘Call Type’ has been added to Sales Calls to help define and track your progress
2.3.1
Jun 13, 2014
Bug Fixes
- Qualifier checkbox display
- Adding calls from Search screen
- Qualifier checkbox display
- Adding calls from Search screen
2.3.0
Jun 6, 2014
++ Tablet Optimized ++
Landscape : Split screen and more info displayed
ENHANCEMENTS :
- New Landscape View
- New Linked Items Display in Entities
- Combined Feeds
- View List of Notified Users in Entities
- Faster Load Times
- Performance Improvements
- Clean UI
- Add ‘City’ to Search Results List
BUG FIX :
- Fixed Crash, Account Equipment
Landscape : Split screen and more info displayed
ENHANCEMENTS :
- New Landscape View
- New Linked Items Display in Entities
- Combined Feeds
- View List of Notified Users in Entities
- Faster Load Times
- Performance Improvements
- Clean UI
- Add ‘City’ to Search Results List
BUG FIX :
- Fixed Crash, Account Equipment
Handle CRM by CustomerTRAX FAQ
Click here to learn how to download Handle CRM by CustomerTRAX in restricted country or region.
Check the following list to see the minimum requirements of Handle CRM by CustomerTRAX.
iPhone
Requires iOS 8.0 or later.
iPad
Requires iPadOS 8.0 or later.
iPod touch
Requires iOS 8.0 or later.
Handle CRM by CustomerTRAX supports English, French
