In Approval Manager, Customers are entities containing two pieces of information: a unique identifying code, and a name. Though Customers are not extensively used by Approval Manager, they can be assigned to Approval Processes.

Your ability to work with Customers will be limited by the permissions granted to you by the Administrator.

Note: The concept of a Customer and the related information that is stored for each Customer is different for other MetaCommunications applications. For example, if you are using Approval Manager as part of the Workgroups suite, you will have less information available to you for the same Customer when viewed in Approval Manager than when compared with the same Customer when viewed in Virtual Ticket or Job Manager.

Creating Customers is completely optional, however, if you create Customers in your system you will have to assign a Customer to each one.
For information on creating, updating, and reviewing Customers, refer to the following sections in this chapter:

• Customers Home
• Customer Details Page
• New Customer Page

For information on searching for Customers, refer to the following sections:

• Find Customers - Search Definition
• Find Customers - Search Results