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Whether you’re working with individual customers or large companies, Seamless gives you the tools to keep everything organized. Add accounts, track contacts, group similar customers, and send checklists—all in just a few clicks.
Manage Customer Accounts: how to create, update, delete, and organize customer accounts in Seamless
Refine a Customer Account: modify customer details while ensuring compliance with data restrictions.
Importing & Exporting Customer Data: bulk manage customer accounts with easy import and export tools.
FAQ: Find answers to common questions about managing customer accounts.
Manage Customer Accounts
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💡 Tip: If your tenant is integrated with a Data Registry, click the |
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The "Export History" feature lets you view and download previously exported account files, with the latest export conveniently displayed at the top.
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