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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
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Customer Accounts
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| title | Create Personal or Company customer account |
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You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts) |
Access to Accounts menu → Accounts Click  in the Account List Select customer type (Company or Person) Fill in mandatory fields Click  to add the account
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| title | Retrieve Customer data from the Data Registry Service |
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With a third-party Data Registry Service connected in your tenant, simply enter an ID in the SSN field and click the Search icon to instantly pull customer data for Personal or Company accounts |
Click  Image Removed 💡 Tip: If your tenant is integrated with a Data Registry, click the Image Added button at SSN or Organization No field to in the Create/ Update account dialog Seamless retrieves auto-fill customer details based on the Data Registry integrationtheir ID. |
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| title | Perform Credit Check for your customer |
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With Seamless, you can easily access your customer's credit rating through a data registry provider, as long as your tenant is integrated with the service.  |
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| title | Adding Multiple Customers at Once |
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Seamless allows you to add multiple customers at the same time via Import Account fuction |
Refine
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a Customer Account
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| title | Update customer account |
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You need to have the privilege permissions to perform this action |
To update account information, click  in the Account List. This will open the Update Account form, similar to the Create Account form, where you can adjust the account details.
Note⛔ Restrictions: Organization and Org. No./NIN/SSN cannot be changed. Information retrieved from a third-party system may be editable or locked, depending on the configuration.
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| title | Delete customer account |
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You need to have the privilege permissions to perform this action |
To delete an account, click  in the Account List. A confirmation dialog will appear; click “Yes” to complete the deletion. ⚠️ Warning: Accounts can only be deleted if they have no associated policies. Otherwise, an error message will be displayed. |
Importing & Exporting customer data
Seamless allows bulk import and export of customer data for efficient management.
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| title | Import customer accounts |
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Easily add multiple accounts at once with the "Import Accounts" feature—just upload, map, and you're done Access Accounts menu → Accounts Click  Image Added on the Accounts list Download Sample file, refine and upload Select customer type (Company or Person) Click  Image Added when confirming the upload file Review and adjust field mappings between Seamless and the uploaded file, then click “Next” to proceed to the Preview step.  Image Added
Preview the uploaded data, then click “Import” to move to the Import Processing step.  Image Added
All uploaded accounts will be imported into the system at this step.
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| title | Export customer accounts |
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The "Export Accounts" feature lets you quickly download a list of accounts based on your selected filters, making it easy to access and share account data. Access Accounts menu → Accounts Click  Image Added on the Accounts list Filter the account list, click the “Export account” button, and a green message will confirm the export request  Image Added
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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. Access Accounts menu → Accounts Click  Image Added on the Accounts list You can then download the exported account file via the Download button, the latest export file is displayed on top.  Image Added
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