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1. Introduction
This section gives you some basic information about the customer, including:
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NIN
Gender
Number
Address
Postcode
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2. Edit Account
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This action is to open the Update Account form popup where you can adjust information of the customer (Similar to Edit Account).
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3. Compose Email
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This option only shows when you connect your Outlook account to Seamless Manage my profile
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4. Create Note
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This action allows you to directly create a note for the currently viewing customer (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), so you don’t need to select “Related Records” in the form.
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5. Make a Call
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This action allows you to directly call the currently viewing customer via his/her Company Phone number.
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6. Consents
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This action allows you to update the consent settings for the currently viewing customer.
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