2024.1109 Handle Release Notes

Checkbox UI - The clickable area of all checkbox elements has been reduced to prevent accidental clicks.

Preview Screen Fix - Resolved an issue affecting scrollable view entities in which previewing an attachment on an entity would cause other entities to default to the preview screen, even for entities that did not support previews or had no attachments.

Negative Input Bug - Resolved an issue preventing users from inputting negative numbers in certain fields.

Pinned Search Fix - Resolved an issue preventing users from removing some instances of locked pinned searches and dashboards.

Initialization Improvement - Improved Handle's initialization routine to prevent intermittent 'handle data server offline' errors.

Security Enhancements - A number of enhancements have been made to improve the security of the Handle platform.

Costing Configuration - A new costing configuration has been added that affects the behavior of lists of printable items, such as Costing Worksheet spec lines and discount codes.

When this configuration is enabled, the Sort Order of printable items will be determined by the order in which they are selected for printing. The first item to be selected will have a Sort Order of 1, the second item will have a Sort Order of 2, etc.

If an item is deselected then reselected for printing, its Sort Order will be reassigned. For example, in a list of 5 items, deselecting then reselecting item 2 will assign it a Sort Order of 6, making the final print order 1, 3, 4, 5, 2. This allows you to tightly control the print order of printable lists.

This configuration can be enabled by Texada upon request.

FileBound Integration - Added integration support for FileBound, a document management platform. This integration will allow Handle documents to be routed into specific folders and workflows based on the details of their parent transaction, in accordance with the stages tracked in the "Settlement/Invoicing" system. 

See the diagram below for a breakdown of the default routing logic. This logic is configurable based on the needs of your system.

• When a deal is marked as “Settled,” the Dealer Full Packet.pdf will be routed to the Sales Packets folder.
• If the deal involves a trade over $10,000, the Dealer Full Packet.pdf will also be routed to the UCC Search workflow.
• If a non-Deere vendor is involved, the Dealer Full Packet.pdf will be routed to the Outside Payoff workflow.
• For tax-exempt deals, tax documents will be routed to the Tax Exempt Workflow.

John Deere Integration - Enhancements have been made to improve Handle's integration with John Deere's quote and PO services for construction and forestry dealers. 

Added the ability to manage rental addendums for construction and forestry dealers in the deal packet.

Categorized Attachments - Added the ability to add categorized attachments to deal packets for dealers using AWS for file storage.

Kenect Messaging Options - When using the Kenect integration to send messages from Handle, you can now select which of your Kenect numbers to send from. For more information about Handle's Kenect integration, see Kenect Integration. 

Layout Builder Improvements - A number of improvements have been made to Handle’s layout builder. See “Handle - Layout Builder Enhancements” for more information.

API Request Review - Added the ability for Admin users to review parameters sent to external data sources to gather key information needed when submitting support tickets to third party integrations.

“Deadlock” Error Mitigation - A number of enhancements have been made to mitigate “Deadlock” errors caused when multiple processes execute at the same time, including:

• Added validation to prevent eSignatures from being created with no attachments.
• Improved diagnostic tools to enhance support responsiveness when addressing Deal Packet processing issues.

CSV Export Fix - Resolved an issue preventing grouped grid dashboards from being exported to .csv.