Whether you’re working with individual customers or large companies, Seamless gives you the tools to keep everything organized. Add accounts, track contacts, group similar customers, and send checklists—all in just a few clicks.
Manage Customer Accounts
You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)
Access to Accounts menu → Accounts
Click
in the Account ListSelect customer type (Company or Person)
Fill in mandatory fields
Click
to add the account
💡 Tip: If your tenant is integrated with a Data Registry, click the 
button at SSN or Organization No field to in the Create/ Update account dialog auto-fill customer details based on their ID.
With Seamless, you can easily access your customer's credit rating through a data registry provider, as long as your tenant is integrated with the service.
The Account List displays key account details like Name, Reference, NIN/Org No., Contact Info, and Status. Click an account name to view details, reorder columns by dragging, or customize the displayed columns using the column config option.
Easily search and filter the customer list by name, contact info, or other details to quickly find what you need. If multiple search criteria are used, the system combines them to display accounts with matching attributes for all selected values.
Refine a Customer Account
You need to have the privilege permissions to perform this action
To update account information, click 
in the Account List. This will open the Update Account form, similar to the Create Account form, where you can adjust the account details.
⛔ Restrictions:
Organization and Org. No./NIN/SSN cannot be changed.
Information retrieved from a third-party system may be editable or locked, depending on the configuration.
You need to have the privilege permissions to perform this action
To delete an account, click 
in the Account List. A confirmation dialog will appear; click “Yes” to complete the deletion.
⚠️ Warning: Accounts can only be deleted if they have no associated policies. Otherwise, an error message will be displayed.
Importing & Exporting customer data
Seamless allows bulk import and export of customer data for efficient management.
Easily add multiple accounts at once with the "Import Accounts" feature—just upload, map, and you're done
Access Accounts menu → Accounts
Click
on the Accounts listDownload Sample file, refine and upload
Select customer type (Company or Person)
Click
when confirming the upload fileReview and adjust field mappings between Seamless and the uploaded file, then click “Next” to proceed to the Preview step.
Preview the uploaded data, then click “Import” to move to the Import Processing step.
All uploaded accounts will be imported into the system at this step.
The "Export Accounts" feature lets you quickly download a list of accounts based on your selected filters, making it easy to access and share account data.
Access Accounts menu → Accounts
Click
on the Accounts listFilter the account list, click the “Export account” button, and a green message will confirm the export request
The "Export History" feature lets you view and download previously exported account files, with the latest export conveniently displayed at the top.
Access Accounts menu → Accounts
Click
on the Accounts listYou can then download the exported account file via the Download button, the latest export file is displayed on top.
