diff --git a/docs/entities/schemas-list.mdx b/docs/entities/schemas-list.mdx index 0adaf2f..a950113 100644 --- a/docs/entities/schemas-list.mdx +++ b/docs/entities/schemas-list.mdx @@ -9,102 +9,270 @@ import Icon from '@site/src/components/Icon'; ## Customer Relations -

Contact

+

+ + {' '} + Contact + +

Contacts store details about customers or individuals managed by the epilot organization. -

Account

+

+ + {' '} + Account + +

Accounts store details about companies. Contacts can be linked to an account to represent a business customer. -

Partner

+

+ + {' '} + Partner + +

Partners store details about collaborating third parties, such as installation partners, OEMs and other business partners. -

Request

+

+ {' '} + Request +

Requests store customer-initiated service requests or inquiries, usually submitted through contact forms or support channels. ## Sales -

Opportunity

+

+ + {' '} + Opportunity + +

Opportunities store details about sales leads or product inquiries usually made through journeys. -

Order

+

+ + {' '} + Order + +

Orders store details about requested products, pricing and past orders placed by customers. ## Product Hub -

Product

+

+ + {' '} + Product + +

Products represent services or products sold by the epilot organization. -

Price

+

+ + {' '} + Price + +

Prices configure the pricing models for products. -

Tax

+

+ + {' '} + Tax + +

Taxes represent the tax rates applied to prices. -

Coupon

+

+ + {' '} + Coupon + +

Coupons represent discounts or promotions that can be applied to products. ## Contracts -

Contract

+

+ + {' '} + Contract + +

Contracts store details about service agreements, tariffs and other agreements between customers and the epilot organization. -

Billing Event

+

+ + {' '} + Billing Event + +

Billing events store records of financial transactions, including payments, invoices, and credit notes. -

Meter

+

+ + {' '} + Meter + +

Meters store details about power, gas or water or other devices used to meter consumption. -

Meter Counter

+

+ + {' '} + Meter Counter + +

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. ## Journeys -

Journey

+

+ + {' '} + Journey + +

Journeys contain the configuration of a customer journey, which is used to collect data from customers. -

Submission

+

+ + {' '} + Submission + +

Submissions store raw data collected from Journeys or other outside data sources into epilot. ## Messaging -

Message

+

+ + {' '} + Message + +

Messages are email communications sent and received through the epilot platform. -

Thread

+

+ + {' '} + Thread + +

Threads represent a conversation that groups multiple email messages together. -

Email Template

+

+ + {' '} + Email Template + +

Email templates are used as templates containing variables for emails sent from epilot. ## System -

File

+

+ + {' '} + File + +

Files store details about documents, images, templates and other files uploaded to the epilot platform. -

Comment

+

+ + {' '} + Comment + +

Comments allow users to add notes and have discussions across the platform. -

Portal User

+

+ + {' '} + Portal User + +

Portal users are users registered to use end customer portals or installer portals.