Handle CRM by CustomerTRAX
無料
2.19.7for iPhone, iPad and more
1.9
1 Ratings
CustomerTRAX CRM Inc
Developer
11.3MB
Size
2018年09月27日
Update Date
Business
Category
4+
Age Rating
Age Rating
Handle CRM by CustomerTRAX スクリーンショット
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
最新バージョン 2.19.7 の更新情報
Last updated on 2018年09月27日
旧バージョン
• General fixes and Improvements
Show More
Version History
2.19.7
2018年09月27日
• General fixes and Improvements
2.19.6
2018年09月10日
• General fixes and Improvements
2.19.5
2018年08月01日
• General fixes and Improvements
2.19.4
2018年07月16日
• General fixes and Improvements
2.19.3
2018年07月11日
• General fixes and Improvements
2.19.2
2018年02月21日
• General fixes and Improvements
2.19.1
2017年10月30日
• Map accounts from any saved list
• General fixes and Improvements
• General fixes and Improvements
2.19
2017年10月02日
• Account layout order now matches other devices
• General fixes and Improvements
• General fixes and Improvements
2.18.3
2017年09月22日
• General fixes and Improvements
2.18.2
2017年09月05日
• General fixes and Improvements
2.18.1
2017年06月12日
• Fixed an issue with sharing entities from mobile with PDF templates configured
• General fixes and Improvements
• General fixes and Improvements
2.18
2017年05月10日
• You will now see only selected market segments while reviewing Account Details
• General fixes and Improvements
• General fixes and Improvements
2.17.1
2017年04月19日
• 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
2016年07月15日
** 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
2016年05月31日
bug fixes
2.16.3
2016年05月24日
-- 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
2015年12月14日
Map Accounts - Update selecting accounts from search results to send to maps
2.14.2
2015年11月18日
bug fixes
2.14.1
2015年10月28日
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
2015年10月07日
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
2014年12月15日
- 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
2014年12月07日
- 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
2014年12月02日
• 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
2014年06月13日
Bug Fixes
- Qualifier checkbox display
- Adding calls from Search screen
- Qualifier checkbox display
- Adding calls from Search screen
2.3.0
2014年06月06日
++ 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
ここをクリック！地理的に制限されているアプリのダウンロード方法をご参考ください。
次のリストをチェックして、Handle CRM by CustomerTRAXの最低システム要件をご確認ください。
iPhone
iOS 8.0以降が必要です。
iPad
iPadOS 8.0以降が必要です。
iPod touch
iOS 8.0以降が必要です。
Handle CRM by CustomerTRAXは次の言語がサポートされています。 フランス語, 英語
