You need to have the “Create accounts” permission to perform this action. You can view your permission in the Roles page.
Create account
To create a new account, you can click on the below button in the Account List, you can create a Person or Company Account
This action will open the Create Account form popup where you need to fill all mandatory information which is marked with asterisk in the form.
The information in the form includes:
Basic Information
This section contains all basic information of the customer. For examples: First Name, Last Name, DOB, Address…
Other Information
Additional information of the customer, including: Credit Score, Credit Rating, Payment Remarks, KAM…
Relationships
This section contains the list of relationships of the customer. You can add a new relationship by clicking on the 
button. To add a new relationship, you need to select a relation Account and a corresponding Relationship Type.
Contact List
This section contains the list of contacts of the customer. You can add a new contact by clicking on the button. To add a new contact, you need to fill all mandatory information which is marked with asterisk in the form.
User Account
You can only see this section if your organization has a customer portal. This section allows you to create a user account for the customer to log into your organization’s customer portal.
After the user account has been created, an email notification will be sent to the customer with username and password to log into the customer portal.
Perform Credit Check
When creating a Person or Customer account, Seamless provides you functionalities to fetch some information of the customer via a third-party API.
Commercial Life (Company) Account
When creating a Company account with an Org. No, you can click on the lookup icon in the Org. No field.
If the input Org. No is valid, following fields will be automatically filled and disabled:
Company Name
Norway
Visiting Address
Extra Address
Postcode
City
Credit Score
Credit Rating
Industry Code
Industry
Company Registration Date
If the input Org. No is invalid or not existing, you will see the following message:
Private Life (Person) Account
When creating a Person account with an NIN, you can click on the Credit Check button in the Org. No field (This button is only enabled when a NIN number is input).
This button will perform the Credit Check for the customer. Before processing this action, you also need to confirm via a Confirmation dialog. After clicking on “Yes”, the Credit check will be performed.
If the Credit Check can be performed successfully, following fields will be automatically filled and disabled:
First Name
Last Name
DOB
Gender
Address
Postcode
City
Credit Score
Credit Rating
Payment Remarks
If the input NIN is invalid or not existing, you will see the following message:
