| Table of Contents |
|---|
...
Permissions
You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)
...
Create an account
To create a new account, you can click on the below button in the Account List, you can create a Person or Company Account
...
After filling in all the information, you need to click the Save button to create the new account
...
Auto populate Customer data from Data Registry Service
If your tenant has integration with 3rd party Data Registry Service. You can populate Customer data when creating new Account.
Data retrieval can be done for Personal as well as Company account.
After you enter an ID in SSN field, there is a Search icon displayed.
...
Clicking on the Search icon, system will retrieve the individual / company information based on the data registry integration configurations.
...
Auto-populated fields can be configured to be read-only or editable in https://contemi.atlassian.net/wiki/spaces/SHC/pages/1898545375/Plugin+Integrations#Data-registries
Perform Credit Check
When creating a Person or Customer account, Seamless provides you with functionalities to fetch some information about the customer via a third-party API.
...
The fields below are the default fields in the system
Field name | Description |
|---|---|
FirstName | Capture customer first name |
LastName | Capture customer last name |
FullName | Capture customer full name |
CompanyRegistrationDate | Capture company’s registration date |
Emails | Capture customer email |
Phones | Capture customer phone |
Addresses | Capture customer address |
Reference | Reference of each customer account, is generated by the system |
NIN | Capture customer National Identification Number, must be unique in the system |
DateOfBirth | Capture customer date of birth |
Country | Capture customer country |
Status | Capture customer status (prospect, customer, etc.) |
Preferred Communication | Capture customer’s preferred communication (email, phone, etc.) |
Gender | Capture customer gender |
Scoring | Capture customer scoring (depending on each business, you can define different ways to calculate your customer score) |
JobTitle | Capture customer job title |
Source | Capture customer source (where can you get this customer: direct walk-in, telephone, etc.) |
CreditRating | Capture customer credit rating |
Payment Type | Capture customer’s payment type (cash, cheque, etc.) Note! When you choose the payment type for your customer, this type will be the default payment type for the customer when purchasing policies. |
Payment Frequency | Capture customer’s payment frequency (monthly, annually, etc.) Note! When you choose the payment frequency for your customer, this frequency will be the default payment frequency for the customer when purchasing policies. |
Preferred Collection Date | Capture customer’s preferred collection date (definition is in Payment distribution settings ) Note! When you choose the Preferred Collection Date for your customer, this Date will be the default Preferred Collection Date for the customer when purchasing policies. |
KAM | Capture customer Key Account Manager |
EducationalLevel | Capture customer Educational Level |
CreditScore | Capture customer Credit Score (depending on each business, you can define different ways to calculate your customer score) |
Distribution method | Capture customer Distribution method |
Contact Person | Capture customer Contact Person |
Invoice Email | Capture customer Invoice Email |
PaymentRemarks | Capture customer Payment Remarks |
Renewal Date Alignment | Capture customer Renewal Date Alignment (How to turn on End Date Handling Scheme? ) Note! When you choose the Renewal Date Alignment for your customer, this Date will be using for calculating the default end date when creating a policy for this customer |
Discount Rate | Capture customer Discount Rate |
External Reference | Capture customer External Reference |