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1. Introduction
This section gives you some basic information of about the customer, including:
Customer name & status
Customer’s address map
Reference
(Company account)
Org. No
Address
Postcode
Industry
Credit Rating
(Person account)
NIN
Gender
Number
Address
Postcode
...
2. Edit Account
...
This action is to open the Update Account form popup where you can adjust information of the customer (Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1756299312/Account+List#Edit-Account).
Create Note
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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.
6. Consents
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This action allows you to update the consents consent settings for the currently viewing customer.
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