Vine-Tuki
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Merging Duplicates
Merging DuplicatesYou can merge companies or people which you think refer to the same companies or people. Simply select and right-click the objects you want to merge and then choose Merge Duplicat...
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Following Object Connections
Following Object Connections Connections link Vine objects to each other, thus forming a sequence that can be followed by consecutive double-clicking on the connected objects. For instance, from a...
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Find By Contents
Find By ContentsUse the Find By Contents tool when you know a word or several words which occur in any object field or document version. Please note, however, that if you know the name or partial n...
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Creating or Editing a Sales Case
Creating or Editing a Sales Case CreatingTo create a new sales case, hover the mouse pointer over the plus sign in left toolbar and select Sales Case or right-click any sales case and select New ...
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Sales Case Fields
Sales Case Fields NameName is automatically combined from the Subject field and the Company field. You cannot edit it directly. Link Fields Company, Contact, and Sales Person are link fields. Unle...
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My Tools
My ToolsThe My Tools pane groups tools that only you can see and use. Other users have their own copies of same tools.
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Menus and Toolbars
Menus and ToolbarsWhen you select a menu item or click a toolbar button, you execute a particular Vine command. Each button’s operation is made clear by an intuitive icon and by a tooltip, which a...
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Lists of Objects
Lists of ObjectsIn lists, objects are represented by small icons and object names. Icons help the user to recognize object types.Vine shows objects in general and object pane lists: A gen...
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Tools Panel
Tools Panel All the tools available for the current role are organized in the Tools panel. The Tools panel can be pinned to be always visible using the pin button in the left toolbar. When no lon...
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Object Overview
Object OverviewSales Accounts are versatile objects that you can use to group sales activities according to your own ideas. You can analyze sales accounts using tools present on the standard Sales...