1. Introduction
This is the page where you can manage the customer accounts in Seamless. Currently, there are 2 types of accounts:
Person
Company
2. Prerequisites
To access the account list, you should have the “View accounts” permission.
The page can be accessed via the “Accounts” menu option.
3. Account List
The Account List provides all the accounts information
Name (by clicking on the Account Name, you will be redirected to the corresponding https://contemi.atlassian.net/l/c/UXmVxmu1 page)
Reference
NIN/Org No.
Email
Phone
Address
KAM
Status
Organization
In the Account List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:
You can also perform the following actions:
3.1 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.
3.2 Search & Filter
This provides more search criteria for the Account entity:
Name
Org.No/NIN (National identification number)
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
External reference
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.