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Samantha Tran: Insurance-VN

Samantha Tran: Insurance-VN

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This provides more search criteria for the Account entity:

  • 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

  • ProductNote

  • Policy product

  • 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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