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Site builder documentation

This section of the documentation is aimed at site builders using Party module to set up a CRM.

It also contains basic definitions and explanations of the concepts used in Party module that may also be of interest to developers working with Party module.

1. The Party

A party is an entity that represents an individual or group in a CRM system, and acts as a central point for managing data about that

2. Data sets: connecting data to parties

Data sets define where a Party's data is stored. A data set specifies a particular entity type which may be connected to a party. This may

3. Hats: Creating different types of Contacts in Party

A Party does not have a type in the way that a node does. What they have is Hats, and just like in real life a person can be asked to wear

4. Label Plugins

When a Party is created a label is generated for it automatically. It is possible to specify how this label is generated by configuring any

5. User Generated Party Entities

A party can be generated automatically when users are added through the 'create new user' form.

Adding Parties

The usual way to manually add a new party is to navigate to party/add, select the Hats the party should have a click save. Once the party

Guide maintainers

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