Introduction
This is the page where user can manage the customer accounts in Seamless. Currently, there are 2 types of account:
Person
Company
Pre-requisites
In order to access the account list, users should have “View accounts” permission.
The page can be accessed via the “Accounts” menu option.
Account List
Column | Description |
|---|---|
Name | Customer’s name, this field contains First Name and Last Name of the customer |
Reference | Systems' reference ID of the customer |
NIN/Org No. | NIN of personal account and Organization Number of company account |
Email address of the customer | |
Phone | Phone number of the customer |
Address | Address of the customer |
KAM | Key Account Manager who manages the customer |
Status | Customer’s status: Lost, Prospect, Customer |
Organization | Organization of the customer |
Action | Name | Description |
|---|---|---|
 | Create Account | User needs to have the “Create accounts” permission to see this button. This button is to open the Create account form popup where user can create a new Person or Company Account. To create a new account, user needs to fill all mandatory information which is marked with asterisk in the form.  |
 | Edit Account | User needs to have the “Update accounts” permission to see this button. This button is to open the edit customer form popup where user can adjust information of the customer.  |
Delete Account | User needs to have the “Delete accounts” permission to see this button. This button is to completely delete a customer account, but ONLY IF the customer does not have any policy, otherwise user will receive this error message  Before processing this action, user needs to confirm via a Confirmation dialog  |