Data Schema

Admin Users

Administrator User use the data type of user profile as insites_administrator

(modules/insites_core/insites_administrator)

name: insites_administrator
properties:
- name: company
type: string
- name: is_enabled
type: boolean

CRM

Company

Companies group contacts to a company. It uses the data type of customization named insites_company

(modules/insites_core/insites_company)

name: insites_company
properties:
- name: company_name
 type: string
- name: assigned_to
 type: string
- name: website
 type: string
- name: company_type
 type: string
- name: industry_type
 type: string
- name: profile_image
 type: photo
 metadata:
   Content-Disposition: inline
- name: location_1
 type: address 
- name: location_2
 type: address
- name: location_3
 type: address
- name: is_enabled
 type: boolean
- name: notes
 type: string
- name: home_phone_country_code
 type: string
- name: home_phone_area_code
 type: string
- name: home_phone_number
 type: string
- name: mobile_phone_country_code
 type: string
- name: mobile_phone_area_code
 type: string
- name: mobile_phone_number
 type: string
- name: work_phone_country_code
 type: string
- name: work_phone_area_code
 type: string
- name: work_phone_number
 type: string
- name: facebook_link
 type: string
- name: youtube_link
 type: string
- name: google_plus_link
 type: string
- name: twitter_link
 type: string
- name: linkedin_link
 type: string
- name: instagram_link
 type: string

Contact

Contacts are the websites “Customers”. It uses the data type of user profile named insites_customers

(modules/insites_core/insites_customers)

name: insites_customer
properties:
- name: company_id
 type: string
- name: contact_type
 type: string
- name: notes
 type: string
- name: profile_image
 type: photo
 metadata:
   Content-Disposition: inline
- name: home_address
 type: address 
- name: work_address
 type: address
- name: shipping_address_1
 type: address 
- name: shipping_address_2
 type: address 
- name: shipping_address_3
 type: address 
- name: billing_address
 type: address 
- name: po_address
 type: address 
- name: attachments
 type: file
- name: is_enabled
 type: boolean

Contact Number

Contact number is a profile extension for users / insites_customers. It uses the data type user profile called insites_contact_number

(modules/insites_core/insites_contact_number)

It has 3 main fields: home, mobile and work phone numbers.

name: insites_contact_number
properties:
- name: home_phone_country_code
type: string
- name: home_phone_area_code
type: string
- name: home_phone_number
type: string
- name: mobile_phone_country_code
type: string
- name: mobile_phone_area_code
type: string
- name: mobile_phone_number
type: string
- name: work_phone_country_code
type: string
- name: work_phone_area_code
type: string
- name: work_phone_number
type: string

Social Links

Social links are a profile extension for users / insites_customers. It uses the data type of user profile called insites_social_links

(modules/insites_core/insites_social_links)

name: insites_social_links
properties:
- name: facebook_link
 type: string
- name: youtube_link
 type: string
- name: google_plus_link
 type: string
- name: twitter_link
 type: string
- name: linkedin_link
 type: string
- name: instagram_link
 type: string

Cases

This feature automatically captures and shows ALL form submissions except for “Insites form” configurations. It uses the data type of customization named insites_cases

(modules/insites_core/insites_cases)

name: insites_cases
properties:
- name: case_id
 type: string
- name: assigned_to
 type: string
- name: status
 type: string