Summary View

A Sales Case view consists of the following panes:

• Sales Case Information – gives basic information about the sales case.

• Connections Vine objects are linked to each other by connections. Vine shows an object together with links to all objects directly connected to it. – lists 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. important connected 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..

• Invoicing – shows how the shown sales case will be invoiced.

• Events – lists events connected to the sales case.

• Other Connections – lists other connected objects grouped by type of connection.