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1. Introduction
This is the page where you can manage the customer accounts in Seamless. Currently, there are 2 types of accounts:
Person
Company
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Before you begin
To access the account list, you should have the “View accounts” permission.
The page can be accessed via the “Accounts” menu option.
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2. Account List
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The Account List provides all the accounts account 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
Address
KAM
Status
Organization
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a.
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Search
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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.
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b.
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Search & Filter
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This provides more search criteria for the Account entity:
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