Glossary:Customer

Customer, customer

A work party that typically initiates a case. In many applications, only one customer can be associated with a case.

A work party that typically initiates a case. In many applications, only one customer can be associated with a case.

A work party that typically initiates a case. In many applications, only one customer can be associated with a case.

A person, business, or organization that is involved in a case. A work party receives correspondence, such as email, and can be an active or passive participant based on its role.

Actual work that is performed by application users and automations that consists of a sequence of tasks and leads to an intended business goal. An example of a case is a process of hiring a particular job candidate, where an HR worker collects necessary documents, a hiring manager conducts a job interview, and an application sends an automated email with onboarding information after the candidate is approved. To create a case, you first build a template of your business process that is a case type, and then apply the template in multiple cases, for example, to review applications from many candidates.