- Texada Knowledge Base
- Handle CRM
- Handle CRM
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Sales: Equipment CRM
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Service: ServiceLink
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Handle CRM
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Rental: Texada Mobile
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Rental: WorkFlow
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Sales: Customer Order to Invoice
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Sales: iMACS
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Sales: iQuote
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Service: Condition Monitoring Portal
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Service: Equipment Monitoring Toolkit
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Service: Parts & Service Quoter
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Service: Service Agreement Quoting
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Sales & Service: CloudLink
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Sales & Service: Tools
Tab Navigation
How to pin and manage tabs in Handle CRM.
Common Problems and Questions
We have a lot of tabs which makes it hard to see many of their titles.
Handle’s Solution
Tabs that represent core functions of Handle now take less space and are easy to identify with helpful icons.
Core Functions in Handle
To better help you organize your Handle, we’ve introduced more efficient Pinned Tabs.
Shortened Tabs with Icons
Now, all of your core functions and feeds will take less space on the tabs bar and be represented by a helpful icon.