A list of product-specific terms used in Handle CRM.
Data
Facts and statistics collected together for reference or analysis. Handle can interface with any other platform and pull data into our platform to be used.
Uses: workflows, reports, set thresholds, etc.
Entity
Refers to the type of record that’s capturing data.
Report
Reports involve taking data and organizing it into a specific format, with specific criteria, that are geared towards a specific audience, or for a specific use.
Creating a report
To generate a report, click on the gear icon on the right and choose “Add Schedule.” Fill in the fields as prompted.
When you save, the report will generate at the interval selected for the date range specified with the data from the saved search you are using with the filters you have chosen.
Types of reports
There are two types of Reports:
- Scheduled Report - Data is being compiled and sent somewhere.
- Manual Report - Data is being manually exported out
Reports can be pulled into a spreadsheet or PDF/Excel summarizing data that shows trends.
For example, you can build a search with advanced filters to put together columns to identify what is going on. You can identify:
- Who is making the call (Owner)
- Date the call is made (Status)
- Was the call made: yes/no (Dates)
- Notes
- Customer Relation
Reports may also refer to a Dashboard that acts as a live report.
Search
Searches are the heart of Handle functionality. They allow you to:
- Filter data
- Perform searches by record type
- Search for one record at a time
- Pull in raw data with no filters
You cannot search for a Call and Quote in the same search. Search is controlled by the record type or entity type.
For example, you can search for sales calls that were edited in the last year.
- Type “sales call” into the filter.
- Edit the date (It must be within the current year. Handle will never pull in data that was
performed or edited in the previous year.)
Once the search is built, you can run a report and pull it into dashboards.
Filter
Putting parameters into place to display specific, relevant data associated with a search. Filters should be concise and have the most digestible data possible.
Advanced Filter refers to the initial filter of the Search.
Tile Filter will always go through the Advanced Filter first. A tile filter further refines the advanced filter.
Tiles
Tiles are the windows into Handle that allow for quick and easy visibility to further filter your search results.
- Tiles can be put in sub-filters within the search.
- Everything in a tile will always go through the advanced filters first.
Tiles may have additional filters that aren’t available in the search menus.
Dashboard
Displays results from searches with filters, allowing you to view information from multiple searches in one place. Dashboards do not filter anything.
A dashboard can act as a live Report. Some dealers call dashboards “Reports.” Reports can be downloaded by clicking the paper icon next to the settings gear in the upper right corner.
User Setup
The act of configuring a user in Handle. This is generally set up by the administrator of an organization.
User Licensing
The type of access a person or organization has to Handle, either Enterprise or Full.
Hardware & Network Setup (security)
The way your computer system and network are configured. This is generally set up by the administrator of an organization.
Integration Setup Requirements
The information needed to create an integration.