New Functionality
- Add participants to a new or existing Target from any Handle search
- Add email addresses to a new or existing MailChimp campaign from any Handle
- Automated Searching – real-time Trade Matching
- Administration Portal (Handle 2.0) Overview
- Administration Portal User settings & configuration
- JDSC (Sales Center) Integration for AU/NZ Dealers (note: will not be available until JD services are released)
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New Forms
- Customer Experience Survey
- Employee Review
- Managers Notes
- Mileage Tracking
- Pending StockUnit
- Repair Order and Job (EQUIP Integration)
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Shortcuts and Configuration
- $ range added to Wholegoods follow-up automation
- New option to trigger follow up Calls when Opportunities are created
- Exporting search results will now provide an option to save or open the file
- Go directly to any saved list directly from your home screen
- New configuration options available for + button, nav bar, and search options
- Clicking “new” from any screen (Quick Add) now has the option to display in full screen
- Date shorts-cuts, advance a date by a week or month quickly to rescheduled items
- Review all notification and or unsubscribe from them in a single click
- Search grid color coding based on call frequency is now customizable
- Add custom reports and your own external links to the Handle report tab
- Assign new prospects to the appropriate team member quicker
- Open invoiced inventory details directly from Account Equipment screen
- Added ‘Monthly’ to automated lists/report scheduler
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Additional data
- RO details now display Cause/Complaint/Correction on detail page
- Inventory DIT tab now shows aggregated units that are linked in DIT
- StockUnit/Dealer notes can now be added to the search grid
- Additional fields added to Account search fields and grid
- Additional fields added to Inventory search fields and grid
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Miscellaneous
- User search fields now group by Active and Disabled users
- DBS data synchronization is now faster and puts less load on servers
- JDQuotes added to the Activity search module for reporting
- Tower field ‘Altitude’ field increased to 5 digit precision
- Customer Portal now checks for duplicate usernames when saving
- Totals in Account Receivables group now include ‘options’ in calculation
- New option to remove ‘Sundry’ charges from total cost calculations in inventory
- First Name and Last Name more precise when using Keyword search
- Clicking JDQuote # now creates a new tab instead of new window
- ‘Salesman Recv Trade’ field converted to drop down list in Inventory search
- Invoiced inventory units are now excluded from linking in Handle forms
- Alert Name and Description fields renamed to eliminate duplicate column names in Activity Search