Handle CRM by CustomerTRAX

Name: Handle CRM by CustomerTRAX
Rating: 1.9 (1 reviews)

免費

2.19.7for iPhone, iPad and more

1.9

1 Ratings

CustomerTRAX CRM Inc

Developer

11.3 MB

Size

2018年09月27日

Update Date

Business

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

最新版本2.19.7更新日誌

Last updated on 2018年09月27日

歷史版本

• General fixes and Improvements

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

2.19

2017年10月02日

• Account layout order now matches other devices
• 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

2.18

2017年05月10日

• You will now see only selected market segments while reviewing Account Details
• 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

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

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

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

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

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

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

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

2.3.1

2014年06月13日

Bug Fixes
-  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

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