This defines who you have trading relationships with and how. For example: customer & supplier along with their phone number and email.

Entity Groups

Name Description
Account Example Entities included: Account, Account Contact, Bill Frequency
Contact Point Example Entities included: Contact Point, Contact Consent, Contact Channel
Lead Example Entities included: Lead, Lead Status, Lead Source
Party Example Entities included: Organization, Individual, Affiliate Group, Uncategorized
Party Role Example Entities included: Party Role, Buyer Role, Actor Role, Customer Role


Name Description
Account How the party want to interact with your enterprise e.g. have multiple billing accounts
Account Contact An individual who has a role specific to an Account.
Account Contact Role What role does a contact play on an account e.g. decision maker, influencer
Account Partner State what partner (account) is related to/have access to another account
Billing Frequency Describes a period of time used for recurring bills e.g. monthly or semi-monthly
Competitor Information about a party playing role of competitor e.g. strength (in products), weaknesses (in offerings), opportunities (to overtake), threats (to our business)
Contact Point All contact points for a party e.g. phone 123-4567, email
Contact Point Address Mailing address for a party e.g. 123 Main St, Big City, CA12345, USA
Contact Point App Software Application for a party and optionally on a specific device e.g. John Doe have Strava App on device iPhone123
Contact Point Email Email address for a party e.g. email
Contact Point Location Physical location for a party e.g. party Northern Trail Outfitters at Standford Shopping Mall
Contact Point Phone Phone number for a party e.g. phone 123-4567
Contact Point Social Social handle for a party e.g. trustednews at twitter
Contact Point Type Contain the fixed list of types a contact point can be of e.g. phone, email
Customer Information about a party playing role of customer e.g. life time value, life cycle status
Customer Status History History of when customer changed frome one status to another
Household A combination of people, normally recorded in the system for marketing or service purposes
Individual Represent the person you are, or will be, dealing with using the system
Internal Business Unit Defining a part of your own internal organization. May be anything from a holding company, a line of business, a country division, a department and for which you may want to track e.g. if it is a legal entity, default GL Code, profit-and-loss etc against.
Lead A person or company that showed interest in the company's products
Party A unified, in system, definition of who you are dealing with e.g. John Doe, Northern Trail Outfitters and can be of different types e.g. individual, business, affiliation group.
Party Additional Name Under what name is a person also known as( AKA), under what alternate name is a business doing business as (DBA)
Party Identification Set of ways to identify a party e.g. driving license, birth certificate
Party Relationship Type Define name of a relationship and how to read the relationship both ways e.g. household for / household member of
Party Role Trading roles a party may play at the same time i.e. Customer, Supplier, Seller, Competitor, Worker
Party Web Address What is the Web URL for the Party
Person Education Education a person has e.g. Phd, High School
Person Employment Information about an employee
Person Language Languages a person can comprehend and level of comprehension
Person Life Event Major events a person had in their lives e.g. graudation date, marriage date
Seller Information about a party playing role of seller e.g. customer satisfaction score
Supplier Information about a party playing role of supplier e.g. vendor ranking
Uncategorized Party A party we may be, or will be, dealing with but we do not know who they are yet e.g. Social Handle 'TrustedNews' which we do not yet know if a person or a business but complain about our company so we want to log a case to investigate further. E.g. an ord