Phase 1: Person Information

To create a new Person, click on the New objectsAll 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. menu and select the Person object type. A dialogue will pop up asking the user to provide the necessary data about the new Person object:

 

  • Use the TAB key to move between the fields.

  • To jump to any field, click inside the field.

After you have entered the new person’s first and last name, Vine confirms that no identical person already exists in the system. If Vine finds an identical person it will recommend you to choose either the person already existing in the system or to create a new one.

Please note that Vine saves all information precisely in the same form as the user fills it. We recommend user to remember the following rules:

  • Names, company names and titles should start with a capital letter.

  • Phone numbers should be entered with area and/or country codes.

  • Title is a short name of the person’s position. Description is a longer summary of his or her functions and responsibilities.

If you are not sure about what is the best policy for your company, please have a look at the Vine guidelines made for your company or ask from your company’s main user. You may also find a solution on how to fill in the data by looking how your company’s information has been printed on a business card.