Contact (person)
Some tooltip text!
• 2 minutes to read
• 2 minutes to read
SuperOffice view of the world
SuperOffice has five important things:
- Companies are in code and database references called 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, the 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.
You can read more about the main tables in the developer documentation.
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 are 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
It is important to keep in mind that there's not a 1:1 mapping of labels and that you have to take context into account.
| Real-world term | UI label | Database table | CRMScript class |
|---|---|---|---|
| company organization |
company | contact | Company |
| person | contact associate |
||
| customer | contact | person | Customer |
| employee | associate | associate | |
| user account | user | ejuser | User |
| database owner | tenant | Company |
Contact vs. other entities
- company (contact table)
- documents
- follow-ups (appointment table)
- projects
- sales