Handle CRM
      Back to home
      1. Texada Knowledge Base
      2. Handle CRM
      3. Handle CRM

      Simplified Interface Options

      An overview of some of the new interface improvements made to Handle CRM.

      Our work on new features like Deal Assembler, Paperless Processes, and Configurable Workflows has helped us create interface improvements that help you save clicks and simplify data entry.

      1) Enhanced access through the Comment box

      We’ve extended the capabilities of our comment box. To activate for your organization, just send us a request.

      View links easily

      All linked items can be seen in one easy to read location.

      AI Suggestions

      Find related data with auto-suggested records that match quote, PO etc.

      Access searches fast

      Quick access searches for any record in Handle – Inventory, Trades, Calls, Quotes.

      Add anything

      Create and automatically link data in one click with the configurable "+" menu.

      2) Print Configurator with Preview

      Our Print Configurator allows you to control what documents are in your PDF or print out, set the order, and preview the documents before sending or saving. To add the Print Configurator to a Handle module, send us a request.

      3) Fully Integrated eSign

      Our eSign platform allows you to go from document creation to signing fast. Contact us to learn more about using eSign in Handle.

      4) Custom layouts and stage based rules

      • Change labels, fields orders, calculations, and field requirements to fit your process
      • Control it all with customized statuses or stages

      5) Conditional rules and requirements

      Minimize decisions and simplify data entry tasks with conditional rules that show only what is needed for the task at hand.

      6) Default searches and views for related data

      Set default search criteria and result grids to speed up finding and linking items to your workflows.

      7) Improved single screen navigation

      • Easy to understand buttons to edit relationships or add links
      • Quick navigation back to your task with new close and back buttons

      8) View external data alongside your workflow

      Easily reference source data from PO’s, Quotes, or other data integrations next to your data entry fields for easy reference.