Person or Account Applicability
Some types of cases may be person-oriented, 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 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 and/or account. Note, any combination of these objects is permitted on a case.