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{ | ||
"label": "epilot portal", | ||
"label": "360 Portal", | ||
"position": 4 | ||
} |
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--- | ||
sidebar_position: 1 | ||
title: Schemas | ||
--- | ||
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import Icon from '@site/src/components/Icon'; | ||
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# List of Schemas | ||
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## Customer Relations | ||
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### <Icon name="contact" size={28} style={{ position: 'relative', top: '4px' }} /> Contact | ||
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Contacts store details about customers or individuals managed by the epilot organization. | ||
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### <Icon name="account" size={28} style={{ position: 'relative', top: '4px' }} /> Account | ||
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Accounts store details about companies. Contacts can be linked to an account to represent a business customer. | ||
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### <Icon name="partner" size={28} style={{ position: 'relative', top: '4px' }} /> Partner | ||
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Partners store details about collaborating third parties, such as installation partners, OEMs and other business partners. | ||
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### <Icon name="request" size={28} style={{ position: 'relative', top: '4px' }} /> Request | ||
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Requests store customer-initiated service requests or inquiries, usually submitted through contact forms or support channels. | ||
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## Sales | ||
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### <Icon name="opportunity" size={28} style={{ position: 'relative', top: '4px' }} /> Opportunity | ||
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Opportunities store details about sales leads or product inquiries usually made through journeys. | ||
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### <Icon name="order" size={28} style={{ position: 'relative', top: '4px' }} /> Order | ||
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Orders store details about requested products, pricing and past orders placed by customers. | ||
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### Product Hub | ||
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### <Icon name="product" size={28} style={{ position: 'relative', top: '4px' }} /> Product | ||
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Products represent services or products sold by the epilot organization. | ||
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### <Icon name="price" size={28} style={{ position: 'relative', top: '4px' }} /> Price | ||
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Prices configure the pricing models for products. | ||
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### <Icon name="tax" size={28} style={{ position: 'relative', top: '4px' }} /> Tax | ||
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Taxes represent the tax rates applied to prices. | ||
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### <Icon name="calculator" size={28} style={{ position: 'relative', top: '4px' }} /> Coupon | ||
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Coupons represent discounts or promotions that can be applied to products. | ||
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## Contracts | ||
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### <Icon name="contract" size={28} style={{ position: 'relative', top: '4px' }} /> Contract | ||
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Contracts store details about service agreements, tariffs and other agreements between customers and the epilot organization. | ||
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### <Icon name="entity" size={28} style={{ position: 'relative', top: '4px' }} /> Billing Event | ||
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Billing events store records of financial transactions, including payments, invoices, and credit notes. | ||
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### <Icon name="meter" size={28} style={{ position: 'relative', top: '4px' }} /> Meter | ||
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Meters store details about power, gas or water or other devices used to meter consumption. | ||
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### <Icon name="meter" size={28} style={{ position: 'relative', top: '4px' }} /> Meter Counter | ||
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Meter counters represent the counters used in meter devices, allowing separate tracking for different consumption types or purposes, such as peak and off-peak energy usage. | ||
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## Journeys | ||
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### <Icon name="journey" size={28} style={{ position: 'relative', top: '4px' }} /> Journey | ||
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Journeys contain the configuration of a customer journey, which is used to collect data from customers. | ||
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### <Icon name="submission" size={28} style={{ position: 'relative', top: '4px' }} /> Submission | ||
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Submissions store raw data collected from Journeys or other outside data sources into epilot. | ||
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## Messaging | ||
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### <Icon name="message" size={28} style={{ position: 'relative', top: '4px' }} /> Message | ||
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Messages are email communications sent and received through the epilot platform. | ||
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### <Icon name="entity" size={28} style={{ position: 'relative', top: '4px' }} /> Thread | ||
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Threads represent a conversation that groups multiple email messages together. | ||
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### <Icon name="entity" size={28} style={{ position: 'relative', top: '4px' }} /> Email Template | ||
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Email templates are used as templates containing variables for emails sent from epilot. | ||
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## System | ||
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### <Icon name="file" size={28} style={{ position: 'relative', top: '4px' }} /> File | ||
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Files store details about documents, images, templates and other files uploaded to the epilot platform. | ||
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### <Icon name="comment" size={28} style={{ position: 'relative', top: '4px' }} /> Comment | ||
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Comments allow users to add notes and have discussions across the platform. | ||
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### <Icon name="portal" size={28} style={{ position: 'relative', top: '4px' }} /> Portal User | ||
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Portal users are users registered to use end customer portals or installer portals. | ||
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import { EpilotIcon } from '@epilot360/icons'; | ||
import React from 'react'; | ||
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const Icon = (props: React.ComponentProps<typeof EpilotIcon>) => { | ||
return <EpilotIcon {...props} />; | ||
}; | ||
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export default Icon; |