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Samantha Tran: Insurance-VN

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Manage your customer

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titlePersonal or Company customer account

1. Introduction

This is the page where you can manage the customer accounts in Seamless. Currently, there are 2 types of accounts:

  • Person

  • Company

Before you begin

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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2. Account List

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The Account List provides all the account information

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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You can also perform the following actions:

a. 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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b. Search & Filter

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This provides more search criteria for the Account entity:

  • Name

  • Org.No/NIN (National identification number)

  • 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

  • External reference

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

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titleCreate Personal or Company customer account
Info

You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)

  1. Access to Accounts menu → Accounts

  2. Click image-20250117-073536.pngImage Added in the Account List

  3. Select customer type (Company or Person)

  4. Fill in mandatory fields

  5. Click image-20250117-073750.pngImage Added to add the account

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titleRetrieve Customer data from the Data Registry Service
Info

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

  1. Click image-20250117-074337.pngImage Added at SSN or Organization No field in the Create/ Update account dialog

  2. Seamless retrieves customer details based on the Data Registry integration.

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titlePerform Credit Check for your customer

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.

Image Added
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titleView all customers in the tenant

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.

Image Added
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titleAdding Multiple Customers at Once

Seamless allows you to add multiple customers at the same time via Import Account fuction

Refine customer account

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titleUpdate customer account
Info

You need to have the privilege permissions to perform this action

To update account information, click Image Added 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:

  • 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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titleDelete customer account
Info

You need to have the privilege permissions to perform this action

To delete an account, click Image Added 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.