Configure Quick Access

How to configure the Handle mobile application to quickly access the information you need.

1. The Handle Mobile App views can be configured independently from the desktop app
2. You can easily change which views are pinned for mobile use.
3. Settings can be adjusted to improve Handle usability and performance in the field.

How to Configure from Handle Mobile from the Desktop

1. On the right side of the Handle app, click on “Desktop View” and select “Mobile View”
2. Resize your browser window to replicate a narrow mobile phone screen size
3. Setup your views as if you were in the mobile app
   1. Click the left dot at the bottom of the screen to change Advanced Search filter settings 
      1. Filter settings carry over to the desktop app too)
   2. Click the right dot at the bottom of the screen to adjust view settings (view setting changes will only will affect the Mobile app)
      1. Mobile performance can be improved by turning “Preload” off and lowering the “Result Limit” for mobile
      2. See “Views – Choose views that work better on mobile” below for information on changing how search results display to read better on mobile
4. Once finished click “Mobile View” and switch back to “Desktop View”

Pinning - get what you need with faster using less data

• Pinned Tabs keep links to frequently accessed views accessible from the home screen
• Mobile and desktop pins are controlled independently

• Avoid preloading and pinning unnecessary pages in the field to

1. Open a page you want to pin
2. Click the pin icon
   1. From the page settings menu:
      1. Click the right dot at the bottom of the search results screen
      2. Tap on the pin icon to the right of the page name
      3. Tap “Save” in the lower right
   2. From the home page:
      1. Tap on the pin icon to the right of the page name

Setup Views - Choose views that work better on mobile

Handle Views

1. Card – Scrollable view that groups each record’s fields in a single card – great for mobile
2. Activity – Simplified list of essential data fields
3. Grid – Fully configurable and sortable view that can provide access to any field in a search
4. Map – A map with the plotted points of of what is in your search
5. Calendar – Agenda, Day, Week, Month view

Change Views

1. Click the right dot at the bottom of the search results screen
2. Click on the View selector menu change the setting
3. Tap Save in the lower right

TIPS:

• If a tab is saved as a grid on the desktop you may want to display it as a card view in mobile for easier viewing

• Any configurations you make in the mobile app are automatically applied to the mobile app only

Turn-off Preloading (Optional)

• Preloading in the office saves time, but in the field can take a long time and use a lot of data
• If you are going to preload searches on mobile try to minimize the data returned

1. Click the right dot at the bottom of the search results screen
2. Tap on the Preload toggle
3. Tap Save in the lower right