...
Capture - Either you use on of our source connectors (ELO, SQL) to capture your data from the core systems or use the API to push data
Store - Every data is stored in our datastore. It doesn’t what the information is: documents, contact data, sales figures or even a ticket.
Present - Information that is captured and stored in Portrait, can be grouped in views and be prepared for your needs – including “call to actions”, data formats and html support
Portrait - 101
This are the most important terms that are useful when working with Portrait:
Term | Description |
|---|---|
Connection | A connection to an external source |
Source | Definition of source data that will be imported into the index |
Section | Definition of the presentation of source data on the UI |
Entry | A single entry that is shown inside a section |
Index | Internal data storage |
File | A file that can be imporred as part of an entry |