Introduction
This is the page where you can manage the customer accounts in Seamless. Currently, there are 2 types of account:
Person
Company
Pre-requisites
To access the account list, you should have the “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 | System’s 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 | You need to have the “Create accounts” permission to see this button. This button is to open the Create Account form popup where you can create a new Person or Company Account. To create a new account, you need to fill all mandatory information which is marked with asterisk in the form.  |
 | Edit Account | You need to have the “Update accounts” permission to see this button. This button is to open the Update Account form popup where you can adjust information of the customer.  |
Delete Account | You need 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 you will receive this error message.  Before processing this action, you need to confirm via a Confirmation dialog.  | |
 | Search | 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.  |
 | Search & Filter | This provides more search criteria for the Account entity:
More info in https://contemi.atlassian.net/l/c/t6Dm0NAd |