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The page can be accessed via the “Accounts” menu option.
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Account List
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Column
Description
Name
Customer’s name, this field contains First Name and Last Name of the customer
Reference
System’s reference ID of the customer
NIN/Org No.
NIN of personal account and Organization Number of company account
Email address of the customer
Phone
Phone number of the customer
Address
Address of the customer
KAM
Key Account Manager who manages the customer
Status
Customer’s status: Lost, Prospect, Customer
Organization
Organization of the customer
Action | Name | Description |
|---|---|---|
 | Create Account | You need to have the “Create accounts” permission to see this button. This button is to open the Create Account form popup where you can create a new Person or Company Account. To create a new account, you need to fill all mandatory information which is marked with asterisk in the form.  |
 | Edit Account | You need to have the “Update accounts” permission to see this button. This button is to open the Update Account form popup where you can adjust information of the customer.  |
Delete Account | You need to have the “Delete accounts” permission to see this button. This button is to completely delete a customer account, but ONLY IF the customer does not have any policy, otherwise you will receive this error message.  Before processing this action, you need to confirm via a Confirmation dialog.  | |
 | Search | This textbox allows you to search for an account based on the account’s name; the system will return all accounts whose names contain part of the input.  |
 | Search & Filter | This provides more search criteria for the Account entity:
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. More info in https://contemi.atlassian.net/l/c/t6Dm0NAd |
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