| Table of Contents |
|---|
...
|
1. Introduction
Before you begin
You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)
2. 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
...
The information in the form includes:
a. Basic Information
This section contains all the basic information about the customer. For example First Name, Last Name, DOB, Address… The company account will have different forms.
b. Address
This section is available in the Company form, with visiting location, postal location, and invoice location
c. Other Information
Additional information about the customer, including Credit Score, Credit Rating, Payment Remarks, KAM…
d. Relationships
This section contains the list of relationships 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.
...
e. Contact List
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 * in the form.
...
f. 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 filling in all the information, you need to click the Save button to create the a new account
3. Auto-populate Customer data from the Data Registry Service
If your tenant has integration with 3rd party Data Registry Service. You can populate Customer data when creating a new Account.
Data retrieval can be done for Personal as well as Company accountaccounts.
After you enter an ID in the SSN field, there is a Search icon displayed.
...
Clicking on the Search icon, if IS is valid, the 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
4. Perform Credit Check
When creating a Person or Company account, Seamless provides you with functionalities to fetch some information about the customer via a third-party API (aka Data Registry service). See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1898545375/Plugin+Integrations#Data-registries
a. Commercial Line (Company) Account
...
When creating a Company account with an Org. No, you can click on the lookup icon in the Org. No field.
...
If the input Org. No is valid, the following fields will be automatically filled and disabled:
...
If the input Org. No is invalid or does not exist, you will see the following message:
...
b. Private Line (Person) Account
...
When creating a Person account with 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).
...
If the input NIN is invalid or does not exist, you will see the following message:
...
4. Customer fields can be used
You can customize your Account form at https://contemi.atlassian.net/wiki/spaces/SHC/pages/1904443516/Account+Settings#Fields-and-Layouts
...