1. Introduction
This screen allows you to do some setup or configuration related to Accounts (Customers) such as setting up some default values, or layout of Account Lists,….
2. Pre-requisites
You must have permission “Update module configuration” to be able to modify information in this screen.
3. General Settings
The table below describes the meaning of each settings.
Settings | Description |
|---|---|
Account reference start value (leave empty to start at 1) | The reference number will be calculated from the input number. For example: the input number is 1000 => the 1st account is 1000, the 2nd account is 1002 and so on |
Allowed Account type(s) | There are 2 account types in Seamless: Company (commercial line) and Person (private line). Depend on your business to choose the account type in Seamless. Your selection will be displayed when you create a new account in the Account List |
Choose default KAM | Your customer accounts' default KAM (key account manager). |
Default mobile phone prefix (Use +xx) | Your customer accounts' default prefix mobile phone. |
Default selected country | Your customer accounts' default country. |
Enable/disable account modulus 11 | |
External lookup on Org.No field (requires external API configured) | |
External lookup on SSN field (requires external API configured) | |
Modulus 11 verification for SSN/Org.No | |
Scoring Feature (requires external scoring API and internal scoring algorithm defined. Go to Scoring Management to configure) | |
Show Map as Street View | |
Street View API Key |
4. Fields and Layouts
In this tab, you can config the fields and layouts of your customer accounts’ information
4.1 Field
The fields on this tab represent the available information that Seamless can store from your customer information
If you have other data to store from your customer, you can create a new field for your Seamless tenant.
1.You need to enter the Name of the field, and choose the predefined type.
2.If your field is required then tick on the checkbox Required.
3.After finishing, click Save to save your new field
4.2 Layout
This is a place where you can define the layout of the customer detail popup Edit Account
4.2.1 Change field on your layout
1.Choose the layout that you want to edit. The name with the prefix Personal will be the person account popup, while the commercial will be the company popup
2.Hold your mouse to a field that you want to change, choose the move icon (the icon in the red square) to drag the field, and drop it to another position
3.Hold your mouse to a field that you want to change, choose the remove button to remove the field that you don’t want to display
4.Click Save to save your changes
4.2.2 Edit your layout
1.Choose the layout that you want to edit. The name with the prefix Personal will be the person account popup, while the commercial will be the company popup
2.Click on the gear icon
3.Choose the layout that you want to apply. Drag it to the screen and drop it when you see the icon below. If you want to have a layout with a big row for only 1 field, you can choose the section instead of layouts.
NOTICE! You can’t change the layout or add/remove layout in the Layout Index/List view and Search
Section | Description |
|---|---|
Templates | |
Layouts | Layout that you want your form will be displayed |
Containers | A layout with 1 row |
Fields | All the fields on the Field tab. |
4.Choose the layout that you want to apply. Drag it to the screen and drop it when you see the icon below. If you want to have a layout with a big row for only 1 field, you can choose the section instead of layouts.
5. Data mapping
