Rental Contract Integration

customertrax 1. Handle CRM 1.0, x. Uncategorized

 

Rental Contracts can be viewed in Accounts.

They are also displayed on the Rental tab in the Inventory stock unit display

You can search, report, export, map, and add to Target based on Rental Contracts information using Handle Advanced search.

  1. Select Rental Contracts from Navbar
  2. Create search
     

  3.  
     

  4. Available fields to search by
    1. Account details (Company Name, Account Number, etc)
    2. Contract Number
    3. Description
    4. Branch
    5. Status
    6. Type
    7. Customer PO
    8. Start Date
    9. End Date
    10. Billing Cycle
    11. Rental Value
    12. SalesPerson
    13. Loc Used Address1
    14. Loc Used Address2
    15. Loc Used City
    16. Loc Used County
    17. Loc Used State
    18. Loc Used Zip
  5. Optional grid display fields
    1. Account
    2. First Name (Account)
    3. Last Name (Account)
    4. Email (Account)
    5. Work (Account)
    6. Mobile (Account)
    7. Delivery Address (Account)
    8. Delivery Apt/Suite (Account)
    9. Delivery City (Account)
    10. Delivery County (Account)
    11. Delivery Country (Account)
    12. Delivery State (Account)
    13. Delivery Zip (Account)
    14. Branch (Account)
    15. Class (Account)
    16. Account Number (Account)
    17. Contract Number
    18. Description
    19. Branch
    20. Status
    21. Type
    22. Customer PO
    23. Start Date
    24. End Date
    25. Billing Cycle
    26. Rental Value
    27. SalesPerson
    28. Loc Used Address1
    29. Loc Used Address2
    30. Loc Used City
    31. Loc Used County
    32. Loc Used State
    33. Loc Used Zip
  6. Any saved searches automatically display on mobile apps