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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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| 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 | View all customers in the tenant |
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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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| 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 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  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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| title | Delete customer account |
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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. |