Summary View

Use person 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. to store information about people.

The Summary View of a person includes a tool bar with shortcut commands: such as,

• - opens person context menu (also available, for example, when right-clicking in the Person pane). This command is only available in Vine Windows client.

• Edit - opens the edit form (also available, for example, when double-clicking in the Person pane).

• Add To My Call 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. – adds the person to your Call list (creates an event of the Sales Call type) available in My Tools in the Sales role page and in the Vine Sales Calls tool on Android.

• Send Sales Email – opens a version of Mail Wizard tuned for sending personalized sales emails to prospects.

For general information about object summary views please refer to the Summary View Overview chapter.