Offline – Mobile Inventory Saved Lists

customertrax 1. Handle CRM 1.0, x. Uncategorized

Any saved searches created in the desktop version of Handle are automatically in the mobile app available offline (iOS and Android). 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
    1. To update offline lists you must tap the refresh button or choose to sync all from the offline preferences screen. They currently do not update automatically or on a set schedule.

Suggested saved searches:

  • Instock and pending by category
  • Instock and pending by location
customertraxOffline – Mobile Inventory Saved Lists