System Objects

Understanding TeamConnect System Objects

Here's a breakdown of the system objects included with TeamConnect:

• Account: Used for allocating and tracking various financial transactions.
• Appointment: Schedules events, engagements, or meetings, specifying purpose, place, time, attendees (users), and resources.
• Contact: Stores information about individuals and companies, including service rates, relationships to projects, and other contacts. A contact record must exist before a user account can be created for that person.
• Contact Group: Enables users to organize contact records into "Address Books" within the end-user interface.
• Document: Allows users to upload and manage files attached to records or directly to TeamConnect's Documents area. Documents are automatically available as a system block in all object views.
  Note: Ensure all document type file extensions in the Setup menu are lowercase. You can also upload files for TeamConnect customization, such as XML and CLASS files for custom blocks and actions.
• Expense: Tracks internal business costs for an organization. Expenses are available as a system block in object views for custom objects.
• Group: Administrators use this to define access rights, home pages, and object views per user group, and assign users to one or more groups.
• History: Allows users to make chronological entries and track events associated with a specific record. History records are related objects, meaning they only exist when linked to other records. History is available as a system block in object views.
• Invoice: Enables end users to track invoices or bills from vendors providing goods or services. Invoices are available as a system block in object views for custom objects.
• Legal Setting: Holds settings for TeamConnect Legal Matter Management and budget settings records for specific years.
• Line Item (Invoice): Allows end users to list goods or services detailed in a vendor invoice. Users must enter details like type (fee or expense), price, quantity, and dates. Line items are available as a system block in object views for custom objects.
  Some display properties of Line Item fields can be customized through System Setting screens. For more information, see "Setting up Invoice Line Items."
• Involved: Helps end users track various parties associated with a Project. An Involved record is automatically available as a system block in Object Views for Custom Objects and is always related to a Custom Object.
• Task: Enables end users to track internal assignments, typically related to Projects (e.g., preparing reports, following up on cases). Tasks are automatically available as a system block in Object Views for Custom Objects.
• User: An account for a specific TeamConnect user. Users can belong to Groups and inherit rights from them or have rights assigned directly. Each user has a unique password for login, initially set by the Administrator along with username and rights.

Important Considerations for System Objects

• Availability: Corresponding object records for most system objects are available in the end-user interface. However, User and Group account records are only accessible to users with administrative rights.
• Involved Object Records: These are only accessible through their parent custom object records. Refer to "Unique Custom Object Types." for details.
• Customization: You can customize certain properties of system objects, such as their appearance, custom fields, and search views.
• Restrictions: You cannot delete system object definitions or create new ones. The Involved object is an exception, as its object definitions can be deleted from their parent custom object definitions. You also cannot modify the Group and User administrative system objects.
• Database Representation: System objects are represented by their own main tables in TeamConnect's object model (e.g., TAccount, TTask). The exceptions are User and Group objects, which are represented by the YUser and YGroup tables, respectively. For more details, see "Object Model: Read This First" and related reference tables.