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I. Permissions
You need to have the “Create accounts” permission privilege permissions to perform this action. You can view your permission in the Roles page.
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(Create accounts, import accounts, view accounts)
II. 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
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This action will open the Create Account form popup where you need to fill in all mandatory information which is marked with asterisk * in the form.
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The information in the form includes:
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This section contains all the basic information of about the customer. For examples: example First Name, Last Name, DOB, Address… The company account will has have different form forms.
Address
This section is available in the Company form, with visiting location, postal location, and invoice location
Other Information
Additional information of about the customer, including : Credit Score, Credit Rating, Payment Remarks, KAM…
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This section contains the list of relationships of with the customer. You can add a new relationship by clicking on the 
button. To add a new relationship, you need to select a relation Account and a corresponding Relationship Type.
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This section contains the list of contacts of the customer. You can add a new contact by clicking on the button. To add a new contact, you need to fill in all mandatory information which is marked with asterisk * in the form.
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User Account
You can only see this section if your organization has a customer portal. This section allows you to create a user account for the customer to log into your organization’s customer portal.
After the user account has been created, an email notification will be sent to the customer with a username and password to log into the customer portal.
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After filling in all the information, you need to click the Save button to create the new account
II. Perform Credit Check
When creating a Person or Customer account, Seamless provides you with functionalities to fetch some information of about the customer via a third-party API.
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If the input Org. No is invalid or does not existingexist, you will see the following message:
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When creating a Person account with an a NIN, you can click on the Credit Check button in the Org. No field (This button is only enabled when a NIN number is input).
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If the Credit Check can be performed successfully, the following fields will be automatically filled and disabled:
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If the input NIN is invalid or does not existingexist, you will see the following message:
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III. Customer fields can be used
You can set up your account form at Account Settings
The fields below are the default fields in the system
Field name | Description |
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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 |