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 object All 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 folders A folder in Vine is a named group of objects. to the top level, creating event and project phases In Vine Marketing, a phase is an independent stage of a query. It has its operation type and criteria loaded in its Contents field., modifying connection Vine 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 database Vine 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 object A 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:

A custom object has an associated icon. This icon is added to the Toolbar and to the object view An object view shows object data. An icon in the upper left corner of the view reminds you of the type of the object. A view usually consists of several panes, with one pane showing the object's data and the other panes showing connected objects.. To create a new object you need to click the icon on the Toolbar.
A custom object has the view that consists of several panes. One pane contains basic information about the object and the other panes list In lists objects are represented by small icons and object names. Icons help you to recognize object types. Press a keyboard character (a letter or a digit) to jump to the list item that starts from this character. The first matching item will be chosen, counting from the top of the list. connected objects.
A custom object's data can be modified in its edit form.
A custom object can be linked to other objects.
A custom object can be searched for by using the Find and Extended Search tools.

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