Page Comparison

Create Account

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

This button action 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 action 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 action 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:

• Name

• Org.No/NIN

• 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

• Product

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