• How to fill in client data

  Code: Every customer in Handy must have a unique code. You can use any code you like, whether it’s from your ERP system or a new one you create. Examples: CL0001, MTY005. Codes can include letters and numbers. This field is mandatory. Description: The name of your customer as you want your sales team to see it. This field is required. Address, City, Zip Code, Neighborhood: Full address information, used to sPopular

• Update the client's location

  If the client has been marked with an incorrect location, there are a few ways it can be updated. One of them is to do it from the mobile app while being in the right location, as long as the settings on the web portal allow for it. Here's a step-by-step on how to do this: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-29-at-104354eodab.png =497xauto) (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshoSome readers

• Zones and categories

  Zones Zones are a crucial component of Handy's operation. That is why they need to be set up concretely and objectively. A zone can be either a geographic space or simply a grouping tool. They allow you to classify clients and generate filters for information analysis. Zones are designed to separate clients, who will eventually be assigned to specific users. To assign a zone, it's important to understand what you wish to see or determine. What's the purpose of the zone? To separate aFew readers

• Creating payments from your mobile device

  Creating a payment from a mobile device using the Handy app is very simple. On the client's details, you'll find the option for Payment. After clicking it, you'll see the client's outstanding balance at that time. The next step would be to select the payment method and record how much the client is being charged. FollFew readers

• Block editing and relocation permissions of clients for delivery users

  What does this setting do? This setting stops Delivery users from: Editing client information (name, phone number, etc.) Change the client's location on the map This feature is useful if you want your delivery users to be able to view clients without allowing them to modify their information or accidentally move them. WFew readers

• Creating clients in bulk from the web portal

  Having your client's important information registered in Handy is important for your sales process, as it can be used for creating visits, sales, etc. There are two ways to load clients in Handy: either or in using an Excel template. This article will go over how to load clients in bulk. Creating clients in bulk from the web portal In the web portal, go to the Main menu and click on Clients. In this screen, you'll see your currentFew readers

• Creating clients individually from the web portal

  It's important for Handy's sales processes that you register your clients and their information. This information is used to plan visits, register sales, and many other processes. There are two ways to create clients in Handy: or in using a template This article will show you how to create clients individually.Few readers