Epesi's documentation uses a handful of product-specific terms freely, without a central place defining them. This page collects the ones used across the site, with the actual usage they're drawn from.
Module — the fundamental unit of functionality in Epesi. Every feature, from core CRM screens to a custom app you build yourself, is a module: a set of PHP classes following a shared convention. See the Architecture Overview for how a module is structured.
Record Set / Recordset — a table of records managed by Record Browser — Contacts, Companies, Tasks, and any custom data type you define are each a Record Set.
Record Browser — the general-purpose tool used by most modules to display, filter, search, sort, and page through records. See Record Browser.
RBO (Objective RecordBrowser) — a fluent, class-based API for defining a Record Set (RBO_Recordset, RBO_Record, typed field classes like RBO_Field_Text), layered on top of the same engine Record Browser uses. The recommended way to define a new data-driven module. See Utils/RBO.
Clearance — an access grant assigned to a user (All Users, Admin, Superadmin, Employee, Access: Manager, or a custom clearance defined via a CommonData table) that determines which Rules apply to them. A user typically holds several. See Record Browser Permissions.
Rule — a specific access grant on a Record Set: what action it allows (view/add/edit/delete), which Clearances it requires, which records it applies to, and which fields it exposes. A Record Set with no Rules is invisible to everyone except Super Administrators.
CommonData — a shared, tree-structured list of key/value pairs (countries, statuses, custom picklists) that any module's select-type fields can pull from. Edited via Menu → Administrator → CommonData. See CommonData.
Applet — a small widget shown on the Dashboard (Calendar, Tasks, Watchdog, etc.), usually linked to a module. Multiple instances of the same applet can run side by side with different settings. See Dashboard and Applets.
Launchpad — the quick-access module launcher opened from the top panel, customizable per user, distinct from the full menu (which always lists every module the user can access). See Top Panel.
Perspective — shorthand for "records where I am the relevant user" — for example, a Companies filter set to show records where the Account Manager field matches your own Perspective, i.e. records assigned to you specifically. Used as a filtering concept in a few places (Record Browser, Top Panel); this definition is inferred from that usage rather than drawn from a single formal definition in the docs.
Watchdog — the change-tracking system that lets a user "watch" a record and get notified of changes to it (and, for some record types, of related records being created). See Watchdog.
Action Bar — the row of context-sensitive action buttons (save, back, add, etc.) shown at the top of most module views. See Using ActionBar.
Patch — a versioned upgrade script inside a module's patches/ directory, run once (in date order) when the module is updated, used to migrate existing installations to match code changes. See Patch.
This list reflects terminology found across the current documentation as of August 2026, not a formal glossary maintained by the Epesi team — if a definition here looks off, the docs it's drawn from are linked so you can check the source.