Introduction
This is the page where you can manage the customer accounts in Seamless. Currently, there are 2 types of account:
Person
Company
Prerequisites
To access the account list, you should have the “View accounts” permission.
The page can be accessed via the “Accounts” menu option.
Account List
Create Account
You need to have the “Create accounts” permission to see this button.
This action 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 action 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 action 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:
Name
Email
Phone
KAM
Status
Type
Address
Postcode
City
Country
Quote Reference
Policy Reference
Policy Start Date From
Policy Start Date To
Policy End Date From
Policy End Date To
Product
If multiple search criteria are selected/input, the system will combine all the criteria and search for the accounts who have corresponding attributes matching/containing the search values.
More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.