Customize Views

customertrax 1. Handle CRM 1.0

Organize what’s important and simplify your screens

The Handle Framework provides you the capability to personalize any screen to display the information that is most important to you in the way you want to see it.

Configure your [+] button, Navbar, and search options from the (gear) settings option, this is available if you hover your cursor on the right side of the search field.



In any form screen, you can also customize the groups and fields.

  • Hide/show
  • Reorder
  • Group
  • Expand

Customize your process

Think of the area on the right as your process. We can incorporate any data available in Handle like equipment profiles, inventory, next steps in the sales process etc. Displaying these items on the screen will remind users of the next steps you want them to complete. Maybe you simply want them to schedule the next call before they complete the first. Also, new fields can be added to any form or labels can be modified to fit your process.

  1. Add new fields to any form (requires Platinum)
  2. Change order of groups and add group data to fit process
  3. Configure/Rename field labels

customertraxCustomize Views