Vine Objects & Connections
Vine 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.
A Vine object is a set of related data you work with when interacting with your customers. For example, a company, a person, a project, an event are all Vine objects. You use Vine to manage objects and store them to the Vine database. Because the key elements in any business activity are people and companies, Vine functionality is built mainly upon two main types of objects: Person and Company.
Vine makes use of both standard and custom types of objects. The standard installation of Vine includes the following object types:
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Companies - gathers and arranges data about and around business firms |
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Persons - helps to accumulate and keep contact information in order |
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Projects - keeps track of long term tasks |
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Events - schedules company meetings and personal appointments |
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Folders A folder in Vine is a named group of objects. - classifies and groups other Vine objects |
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Resources - simplifies the management of company assets |
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Web Links - holds the addresses of web sites that can be opened from Vine |
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Maps - visually organizes and presents data |
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Documents - stores links to external documents |
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Sales Cases – stores data related to a specific sales deal |
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Accounts – helps to organize and group sales activities |
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Service Requests - stores support requests from company clients |
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Knowledge Base Articles - stores solutions for customer service requests |
Object Connections Vine objects are linked to each other by connections. Vine shows an object together with links to all objects directly connected to it.
Objects in Vine can be linked to each other by Connections. Connections are visual representations of logical relationships among Vine objects. The meaning of a connection varies depending on the nature of objects connected by it. One good way to think of connections is that they are roles which objects of one type may play in relation with objects of other types. For example, you can link a person to a company as an employee or to an event as a participant, and so on.
Connections work both ways. They are displayed with both objects and you can follow them in any direction.
Connections form a network - a continuous path you can follow from one object to another: from a project to a customer, from a customer to an event, from an event to its participants and so on:
Objects are shown using a summary view which displays an object’s data in an outline form.
If a summary view is not available for an object then an older view is used which consists of several resizable panes each of which show either the data of the object or the data of the connected objects.