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The Account List provides you some information of all the accounts :information

  • Name (by clicking on the Account Name, you will be redirected to the corresponding https://contemi.atlassian.net/l/c/UXmVxmu1 page)

  • Reference

  • NIN/Org No.

  • Email

  • Phone

  • (Visiting) Address

  • (Extra) Address

  • KAM

  • Postcode

  • City

  • Status

  • Organization

In the Account List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:

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  • Name

  • Org.No/NIN (National identification number)

  • Email

  • Phone

  • KAM

  • Status

  • Type

  • Address

  • Postcode

  • City

  • Country

  • Quote Reference

  • Policy Reference

  • Policy Start Date From

  • Policy Start Date To

  • Policy End Date From

  • Policy End Date To

  • Note

  • Policy productProduct

  • External reference

If multiple search criteria are selected/input, the system will combine all the criteria and search for the accounts who have corresponding attributes matching/containing the search values.

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