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.
- Follow-ups
- Documents
- Mailings and form submissions
- Chat sessions
- Tickets from Service are linked to persons who may or may not belong to a company.
Business rules
- Activities happen at a particular point in time.
- Sales are expected to be closed on a date in the future.
- Meetings 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.
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.Employees (internal)
The associate database table represents employees, resources, and other users - except for external persons. Yet, this table is important for understanding and navigating the relationship between a person and their user account as well as the relationship between employees at the organization running the CRM system and the external parties they interact with. You may think of associates as the missing link that connects people.Associate types
Frequently used values
Important timestamps
Resources
Resources are typically meeting rooms or equipment such as projectors.
Database reference
Associate list and cache
In NetServer when you have a session, the session cache will contain a special cache entry named the associate cache. There all the associates listed in the SuperOffice database can be accessed through the cache, which is much faster than retrieving the associates from the database. The associate list is an MDO list type that you can retrieve from the database. It holds all the associates from the SuperOffice database. How to get associate list from cachePerson picture and BLOBs
Pictures are stored in the BLOB table. The BLOBs are linked to other records in the system using the BinaryObjectLink table. BLOBs are currently used for four things:- Pictures on person records
- Pictures on project records
- Flags on country records
- Status monitor pictures
BinaryObjectLink to link the BLOB with the person record.
Without the link record, the picture will not appear.