SuperOffice view of the world

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