Introduction
This is the page where user can manage the customer accounts in Seamless. Currently, there are 2 types of account:
Person
Company
Pre-requisites
In order to access the account list, users should have “View accounts” permission.
The page can be accessed via the “Accounts” menu option.
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Account List
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Column
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Description
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Name
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Customer’s name, this field contains First Name and Last Name of the customer
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Reference
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Systems' reference ID of the customer
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NIN/Org No.
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NIN of personal account and Organization Number of company account
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Email address of the customer
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Phone
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Phone number of the customer
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Address
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Address of the customer
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KAM
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Key Account Manager who manages the customer
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Status
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Customer’s status: Lost, Prospect, Customer
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Organization
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Organization of the customer
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Action
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Name
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Description
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Edit Customer
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This action is to trigger the edit customer form popup where user can adjust information of the customer
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Delete Customer
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This action is to completely delete a customer account, but ONLY IF the customer does not have any policy, otherwise user will receive this error message
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Before processing this action, user needs to confirm via a Confirmation dialog
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