Desktop Update v1.9

New Functionality

1. Add participants to a new or existing Target from any Handle search
2. Add email addresses to a new or existing MailChimp campaign from any Handle
3. Automated Searching – real-time Trade Matching
4. Administration Portal (Handle 2.0) Overview
5. Administration Portal User settings & configuration
6. JDSC (Sales Center) Integration for AU/NZ Dealers (note: will not be available until JD services are released)
   
7. Additional date range operators added for reporting, Yesterday, Tomorrow, Last X Days, Next X Days

   New Forms

8. Customer Experience Survey
9. Employee Review
10. Managers Notes
    
11. Mileage Tracking
12. Pending StockUnit
13. Repair Order and Job (EQUIP Integration)
14. Trade Appraisal

    Shortcuts and Configuration

15. $ range added to Wholegoods follow-up automation
16. New option to trigger follow up Calls when Opportunities are created
17. Exporting search results will now provide an option to save or open the file
18. Go directly to any saved list directly from your home screen
19. New configuration options available for + button, nav bar, and search options
20. Clicking “new” from any screen (Quick Add) now has the option to display in full screen
21. Date shorts-cuts, advance a date by a week or month quickly to rescheduled items
22. Review all notification and or unsubscribe from them in a single click
23. Search grid color coding based on call frequency is now customizable
24. Add custom reports and your own external links to the Handle report tab
25. Assign new prospects to the appropriate team member quicker
26. Open invoiced inventory details directly from Account Equipment screen
27. Added ‘Monthly’ to automated lists/report scheduler
28. Added ability to hide specific/unused Account Locations

    Additional data

29. RO details now display Cause/Complaint/Correction on detail page
30. Inventory DIT tab now shows aggregated units that are linked in DIT
31. StockUnit/Dealer notes can now be added to the search grid
32. Additional fields added to Account search fields and grid
33. Additional fields added to Inventory search fields and grid
34. Password policy rules will now display on ‘Change Password’ screen

    Miscellaneous

35. User search fields now group by Active and Disabled users
36. DBS data synchronization is now faster and puts less load on servers
37. JDQuotes added to the Activity search module for reporting
38. Tower field ‘Altitude’ field increased to 5 digit precision
39. Customer Portal now checks for duplicate usernames when saving
40. Totals in Account Receivables group now include ‘options’ in calculation
41. New option to remove ‘Sundry’ charges from total cost calculations in inventory
42. First Name and Last Name more precise when using Keyword search
43. Clicking JDQuote # now creates a new tab instead of new window
44. ‘Salesman Recv Trade’ field converted to drop down list in Inventory search
45. Invoiced inventory units are now excluded from linking in Handle forms
46. Alert Name and Description fields renamed to eliminate duplicate column names in Activity Search