Vine-Tuki
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My Customers
My CustomersThe tool lists companies (and their subsidiaries) you have added to the tool pane. Drag a company to the pane to add it. If you want to add a new company then click...
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Customizing Objects and Tools
Customizing Objects and Tools Vine provides a great number of customization capabilities making it possible to fine-tune the appearance and functionality of almost every object and tool. Some of t...
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Summary View
Summary ViewAn Account summary view consists of the following panes: For general information about object summary views please refer to the Summary View Overview chapter.
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My Contacts
My ContactsThe tool lists people you have added to the tool pane. Drag a person to the pane to add it. If you want to add a new person then click New Contact. A person edit form...
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Favorites
FavoritesThe Favorites pane includes entries that you have added to it. Objects, search criteria, marketing target groups, reports, global plug-ins can be simply dragged to any folder on the Favori...
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Data Exchange
Data Exchange In general, you can always exchange data between Vine and another Windows application using the Cut/Copy/Paste commands with the Windows Clipboard, or dragging data to and from Vine ...
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Protecting Objects
Protecting ObjectsThe purpose of Vine is to facilitate and improve sharing and management of information in a company. That is why information in Vine is normally available to all members...
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My To Do
My To DoThis is a notebook of your assignments. Objects listed here are connected to you and their phase field values require them to be included in To Do. For example, to remo...
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History Panel
History Panel Whenever an object is opened in Vine in any role page, this object takes up first place on the History panel. There is only one history kept for all role pages.Click the History icon ...
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Creating or Editing an Account
Creating or Editing an Account CreatingTo create a new account, hover the mouse pointer over the plus sign in left toolbar and select Account or right-click any sales case and select New Account ...