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Objects

Speaking of objects, we mean, above all, datasheets. Objects are superior to projections. E.g. the Directory table includes the Contact, Company, and Contractor. Objects will be of interest to us if we want to create a new entity, a new field, etc. or more significantly affect the structure of the database (system).

In objects, we can set whether categories, discussions, documents, notifications, subscribers, history recordings, reminders, and tracking changes are allowed on the entity.

Changing and adding a new column (= field)

We can add and customize columns and column settings on the column itemgrid. If you want to add a field to any entity, select the Objects in the main settings, filter the desired entity, and open. Below is a list of columns on a given object and click the Add a new row button. Fill its name, data type (e.g: String = String, Bit = Yes / No, Int = Number, Enumeration = Dropdown, etc.). In addition, if necessary, add a Reference or a link to another entity (Entity type, etc.) or choose an enumeration. We do not change the data type for the already created columns, as this action could disrupt the correct functioning of the system and lose data. Next, we choose whether or not the field is required (may be left blank) and whether the field is read-only.

Creating a custom entity

We can create our own object if we want to have a custom entity in Vistos CRM that is not a general solution. We will create a new entity by clicking on the Rocket icon next to objects in the menu. We include text without symbols and no spaces if possible. If we want to create a space, we put an underscore (_) instead. We select “crud” as the DB type of the object. Click the Create button and we’re redirected to an object editing page. We have pre-created obligatory fields (Id, Deleted, Created, Modified, Name, etc.) and pre-populated with the object settings (eg Schema: dbo etc.). We can add additional fields, save and restart the API. The next step should be to set the entity in the Projections (good not to forget the Action buttons, Links between projections, etc.). The new entity is not yet localized (= correctly named headings, titles, etc.). These shall be edited in the Localizations.

Note

Custom created entities and fields will start with "c_" ...

Category: VistosCRM HelpBy eswadminNovember 12, 2018

Author: eswadmin

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    • We have chosen Vistos CRM from Euro Softworks s.r.o.  as a comprehensive CRM solution that enables us to manage customer information from partners in our service concept, including the ability to create subdivisions. We mainly appreciate the built-in features for data cleaning and validation, automatic addition of information from the business register and reporting tools. Vistos CRM is a good tool for managing business not only with focus on customers.

      Lukáš Štelcl
      Manager of service concept ACC – Stahlgruber
    • Euro Softworks helped us at the beginning with the establishment of Salesforce licenses for nonprofit organizations. We appreciate responsive approach while setting up our customizations and we would like to express that we are satisfied with the selection of our Salesforce partner. We are happy to further recommend this company.

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      Member of supervisory board, Bátor Tábor
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    • For our entire company, I can say that Vistos CRM from Euro Softworks s.r.o. became for us an essential and important part of our business. It greatly facilitates our work, saves time and allows us to monitor, how we are doing in terms of sales. It also helps us with planning work and its distribution among employees. We appreciate the clarity of the system, the ability to filter by order parameters and we also appreciate quick search. We can just recommend Vistos CRM.

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    • Vistos CRM from Euro Softworks s.r.o. helps us to deal with our customers, we actively use it to create and plan marketing activities, track the development of individual stores and much more. Since it’s implementation and for the time of using the system, we are very satisfied with it. A great advantage for us is the possibility to customize Vistos CRM at any time according to our needs. We also appreciate the proactive approach of Vistos CRM support.

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      Consultant, trainer and project coordinator in MgC Consulting
    • We have been using CarRental system from Euro Softworks s.r.o.  since 2014 and we are happy with it. CarRental significantly helps us with the car rental operation, it facilitates work with clients and the administration of the whole car rental business. Programmers from Euro Softworks s.r.o. tailored an application for us, where we can easily and quickly record short and long rentals of our vehicles for corporate clients. The system has brought our car rental companies into a better overview and increased the efficiency of our employees’ performance, who are spared the lengthy filling of paper or excel forms and spreadsheets.

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