Contacts
People and companies
What it is for
One record for every person and organisation you deal with, shared by all other apps. Names and emails are personal data and are masked for agents; the tax identifier is withheld from them entirely. A dedicated, approval-gated erase action anonymises a contact in place.
What the package does and does not do
People and organisations the business deals with: the shared party record that CRM, Sales and Invoicing refer to.
Models
party
A person or organisation the business deals with
Read group: base.user. Write group: base.user.
| Field | Kind | Data class | Personal data | Group | Agents see | Description |
|---|---|---|---|---|---|---|
name | text | public_directory | yes | base.user | masked | Display name |
email | text | public_directory | yes | base.user | masked | Work email address |
tax_id | text | financial | yes | base.user | withheld | Tax identifier of a natural person |
notes | longtext | internal | yes | base.user | masked | Free-text internal notes |
Workflows
party
| Action | Moves | Who may run it | Approval |
|---|---|---|---|
party.erase | - | privacy.officer | yes |
Permission groups
Groups used by this app:
base.userprivacy.officer
Approval steps
Steps an agent can only propose:
party.erase
What agents can and cannot do
An agent can read, search, create and update records of this app, and run the actions that need no approval, within the permission groups of its token.
It can only propose these steps, and a person must approve them: party.erase, party.delete.
Personal data is masked as placeholder tokens: party.name, party.email, party.notes.
These fields are withheld from agents entirely: party.tax_id.
Dependencies
None.
Install
Built in. It is available in every instance and cannot be removed.