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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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