Summary View

Use person objects 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 – 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.