-
Top Searched Articles
-
Release Notes
-
Support & Troubleshooting
-
Onboarding Programs
-
SRM Training Videos
-
Sales: Equipment CRM
-
Service: ServiceLink
-
Rental: SRM
-
Handle CRM
-
Rental: Analytics
-
Rental: GateWay
- Getting Started
- New Administration Panel
- Administration Panel
- Administration Panel - CMS
- Administration Panel - Products, Categories, and Attributes
- Administration Panel - Users
- Administration Panel - Requests
- Customer Access Portal
- Customer Access Portal - Rentals
- Customer Access Portal - Invoices
- eCommerce Websites
- eCommerce Websites - Ordering
- Integrations
-
Rental: Texada Mobile
-
Rental: Texada Pay
-
Rental: Texada Web
-
Rental: WorkFlow
-
Sales: Customer Order to Invoice
-
Sales: iMACS
-
Sales: iQuote
-
Service: Condition Monitoring Portal
-
Service: Equipment Monitoring Toolkit
-
Service: Parts & Service Quoter
-
Service: Service Agreement Quoting
-
Sales & Service: CloudLink
-
Sales & Service: Tools
Keyword Searches
How to use keyword searches to quickly search for what you need in the Handle mobile application.
- Keyword searches let you quickly look for items across Handle and can be filtered to specific record types
- All your Saved Searches can be accessed from the Searches view
- From the Searches view you can also create new searches from mobile and save for use across both Handle mobile and desktop
Keyword Search
- Simply type into the search box to start to begin searching
- Use the Settings Gear to filter your results
Advanced Searches
To use an existing saved search:
- Click the Searches item in the main navigation pane
- Use the filter box to find the saved search or browse through searches by database entity
- Tap on the saved search name
- To change Advanced Search options, see step two in “To create a new search” below
To create a new search
- Tap on Searches then tap the + sign to create a new view
- Set Advanced Search options:
- Click the left dot at the bottom of the screen
- Add or adjust your search criteria as you would on the desktop
- Tap Save in the lower right
- Alternatively, you can click the floppy disk icon in the main view