Customizing Objects and Tools

Vine provides a great number of customization capabilities making it possible to fine-tune the appearance and functionality of almost every objectAll information in Vine is stored in the server database as named objects of different types. Examples: a company, a person, an event, a sales case. and tool. Some of these capabilities are accessible only for the administrator, such as, setting resource types, moving foldersA folder in Vine is a named group of objects. to the top level, creating event and project phasesIn Vine Marketing, a phase is an independent stage of a query. It has its operation type and criteria loaded in its Contents field., modifying connectionVine objects are linked to each other by connections. Vine shows an object together with links to all objects directly connected to it. types, etc. Others, such as modifying edit and display forms, adding Sales Tools and metrics to the Today page, changing synchronization options can be only done by the Vine support personnel.

Many useful customization capabilities are also available for a regular Vine user. You, as a Vine user, are encouraged to customize the Vine environment as you need it. For example:

  • You can customize the Calendar view in a variety of ways: which days to show, whose events to show, what day time to show and so on.

  • You can customize and save table layouts to match your specific needs.

  • You can design your personal workspace map and add it to the Favorites pane. Your workspace map can include links to your most important objects. For example, the objects you are working with now.

Some of your customizations, such as Calendar settings, are stored in the local databaseVine for Windows uses a local database located on your computer. It significantly reduces traffic to the server database and permits you to use Vine off-line. and will be lost when you recreate your local database.

Working with Custom Objects

Vine supports the use of objects created for your company's specific needs and objectives.

A custom objectA custom object is an object added to the Vine system in addition to the standard Vine objects. Custom objects are used to fine-tune the Vine system to specific needs. has a view fine-tuned to work with its data. In all other respects, a custom object is a regular Vine object and has very similar functionality:

The administrator sets up the connection types and user groups for a custom object type.