Person / Account / Premise Applicability

Some types of cases may be person-oriented, others may be premise-oriented, and still others may be account-oriented. For example:

• Cases used to keep track of a literature request would reference the person who requested the literature.
• Cases used to keep track of the inspection of a property would reference the premise being inspected.
• Cases used to keep track of a high-bill complaint would reference the account associated with this bill(s) being disputed.

When you set up a case type, you define if its cases must reference a person, account, and/or premise. Note, any combination of these objects is permitted on a case.