Introduction
This is the page where you can manage the customer accounts in Seamless. Currently, there are 2 types of account:
Person
Company
Prerequisites
To access the account list, you should have the “View accounts” permission.
The page can be accessed via the “Accounts” menu option.
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Account List
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The Account List provides you some information of the accounts:
Name (by clicking on the Account Name, you will be redirected to the corresponding https://contemi.atlassian.net/l/c/UXmVxmu1 page)
Reference
NIN/Org No.
Email
Phone
Address
KAM
Status
Organization
In the Account List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:
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Create Account
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You need to have the “Create accounts” permission to see this button.
This action is to open the Create Account form popup where you can create a new Person or Company Account.
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To create a new account, you need to fill all mandatory information which is marked with asterisk in the form. The information in the form include:
Basic Information
This section contains all basic information of the customer. For examples: First Name, Last Name, DOB, Address…
Other Information
Additional information of the customer, including: Credit Score, Credit Rating, Payment Remarks, KAM…
Relationships
This section contains the list of relationships of 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.
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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 all mandatory information which is marked with asterisk in the form.
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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 the user account has been created, an email notification will be sent to the customer with username and password to log into the customer portal.
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Edit Account
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You need to have the “Update accounts” permission to see this button.
This action is to open the Update Account form popup where you can adjust information of the customer. It contains same information as you create a new customer.
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Delete Account
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You need to have the “Delete accounts” permission to see this button.
This action is to completely delete a customer account. Before processing this action, you need to confirm via a Confirmation dialog.
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Note: The account can only be deleted ONLY IF it does not have any policy, otherwise you will receive this error message.
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Search
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This textbox allows you to search for an account based on the account’s name; the system will return all accounts whose names contain part of the input.
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Search & Filter
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This provides more search criteria for the Account entity:
Name
Email
Phone
KAM
Status
Type
Address
Postcode
City
Country
Quote Reference
Policy Reference
Policy Start Date From
Policy Start Date To
Policy End Date From
Policy End Date To
Product
If multiple search criteria are selected/input, the system will combine all the criteria and search for the accounts who have corresponding attributes matching/containing the search values.
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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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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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The Account List displays key account details like Name, Reference, NIN/Org No., Contact Info, and Status. Click an account name to view details, reorder columns by dragging, or customize the displayed columns using the column config option. Easily search and filter the customer list by name, contact info, or other details to quickly find what you need. If multiple search criteria are used, the system combines them to display accounts with matching attributes for all selected values.  |
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Seamless allows you to add multiple customers at the same time via Import Account fuction |
Refine a Customer Account
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To update account information, click
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To delete an account, click ⚠️ 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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Easily add multiple accounts at once with the "Import Accounts" feature—just upload, map, and you're done
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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.
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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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