Finding Objects 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. with the Find By Name Tool

Type the name (or partial name) of an object you want to find in the search box located at the top toolbar. And click the search icon or press Enter. Search results will be listed 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. in the Find pane. You can filter the search results by selecting an object type from the list. To open a found object, double-click its name in the list.

Finding Objects Following Connections Vine objects are linked to each other by connections. Vine shows an object together with links to all objects directly connected to it.

You can efficiently use another way of finding necessary objects. Vine objects are linked to each other, thus forming a sequence that can be followed by consecutive double-clicking on the connected objects. For instance: from the event’s window you can open the participant’s window, from which, in its turn, you can open the participant’s company, then go to another person working in that company, and so on.

To create a new object, hover the mouse pointer over  in the vertical Toolbar on the left and select the needed object type:

The dialog box for entering data about a new object will appear:

Fields with yellow background which have their names in red are mandatory to be filled in.

Name your object, enter other appropriate data and click Save or Next if the edit form has several pages.

To edit an object:

1. Find the object.

2. Right-click it and choose Edit from the shortcut menu.

The simplest way to delete an object is to right-click it and choose Delete Object from the shortcut menu. You will be asked to confirm the operation, as you won’t be able to undo it. Click OK.

Please always remember that you work with data possibly used by a lot of people. That is why you must be especially careful when deleting any data. If you have accidentally deleted a valuable piece of data promptly ask your Vine administrator to restore it.

General Help System

While working in Vine for Windows, you can always open the general help system by pressing the F1 key.

While working in Vine Web, you can always open the general help system by selecting Help from the top left Menu:

Vine Information Page

In Vine for Windows, you can find lots of useful information from the Vine Information Page. Using this page you can, for example, find about the latest changes in Vine products, open the User's Guide, read the Latest News from the Vine web site, contact Vine support, or search for help.

Click in the Top Toolbar to open the Vine Information Page.

Tooltips A short memo that appears when you place the mouse cursor on, for example, a toolbar button for some time.

To invoke a tooltip about a specific tool you should hover the mouse pointer over the question mark or click it:

In addition, for tools listed in the Tools pane, you can invoke a tooltip by hovering the mouse pointer over the name of the tool in the pane:

Click More… , if you need more information about the tool you opened tooltip for. The standard help system will be opened on the relevant page.

Vine objects are linked by means of connections. To link a pair of objects, drag one object onto the other. If there are several available connection types for this pair of objects, you will be prompted to choose only one.

The object shown in the view area has all connected objects listed in its panes. If you want to unlink some object, you can right-click it and select Delete Connection(s) from the shortcut menu. This operation does not delete the object itself, only the connection between two objects will be deleted.

Having created many various objects you might want to classify them for better structuring and management. To do this you should use folders A folder in Vine is a named group of objects.. A folder is a named group of objects that consists of only one object type.

The Vine installer adds a Save To Vine button to Microsoft Outlook. Clicking this button for a selected email or appointment will save it to the Vine database as an event and connect you to it. The event will appear on your Vine Calendar. Please note that it can take up to two minutes before the event appears in the Vine database.

The administrator needs to configure this tool as described in the Vine Administrator’s Guide in the “Some Vine System Settings->Email Address for Email Reader” chapter.

How to Print Objects

To print out an object's data, do the following:

1. Find and right-click the object.

2. Choose Print from the shortcut menu. The Print dialog box will appear, where you can select the information and how you want to print it.

3. Click Print. The information will be printed as a properly formatted document.

To print out an object's data, do the following:

1. Find and right-click the object.

2. Choose Print from the shortcut menu. The Print dialog box will appear, where you can select the information and how you want to print it.

3. Click Print. The information will be printed as a properly formatted document.

• To execute a plug-in associated with a specific object type: right - click the object and choose the needed plug-in from the shortcut menu.

You can easily contact a person by email, phone or SMS right from Vine  depending on what contact data is available.

To contact a person, right-click it and choose the needed command from the Contact group:

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Selecting Send SMS will allow you to create and send an SMS message:

Alternatively, you can open the person (or its object tooltip) and click the needed link:

• Clicking an email address will open your email program with the address loaded.

• Clicking a phone number will dial it if your phone supports Telephony Application Programming Interface (TAPI).

If Vine is already in use by your company then you can check if there is your company’s Home Map. Click the Home Map button on the Toolbar.

Vine recognizes web addresses and shows them as links. You can click a Web address to open it in your Web browser.