SuperOffice view of the world
Some tooltip text!
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SuperOffice has 5 important things:
- Companies in code and database references referred to as contact.
- Associates are SuperOffice users - employees of the company.
- Projects are a type of activity that usually involves several stakeholders and various types of other activities.
- Activities are things employees do with companies, contacts, projects, diary, and sales.
- appointments of various task types
- documents
- mailings and form submissions
- chat sessions
- Tickets from Service are linked to persons who may or may not belong to a company.
Read more about the main tables
Business rules
- Activities happen at a particular point in time.
- Sales are expected to be closed on a date in the future.
- Appointments are scheduled for a particular date and time.
- Documents are written on a specific day.
- Activities start on one day and finish on another.
- Time is important for activities.
- Companies and projects are not time-specific, but linked to activities in time.
The appointment table contains foreign keys to all the other important tables, plus a date field (ActiveDate).
Context-sensitive labels
| Real-world term | UI | Database table |
|---|---|---|
| company organization |
company | contact |
| person | contact associate |
|
| customer | contact | person |
| employee | associate | associate |
| user account | user | ejuser |
| database owner | tenant | Company |