Introduction

This is the page where you can manage the Contacts for corresponding customer accounts in Seamless.

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Prerequisites

In order to access the contacts list, you should have “View contacts” permission.

The page can be accessed via the “Accounts” → “Contacts” menu option.

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Contact List

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Action

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Name

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Create Contact

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You need to have the “Create contact” permission to see this button.

This action is to open the Create Contact form popup where you can create a new contact account.

To create a new contact, you need to fill all mandatory information which is marked with asterisk in the form.

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Delete Contact

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You need to have the “Delete contact” permission to see this button.

This action is to completely delete a contact. Before processing this action, you need to confirm via a Confirmation dialog.

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Search & Filter

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This provides more search criteria for the Account entity:

• Name

• Email

• Phone

• Account

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

More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.