button. To add a new relationship, you need to select a relation Account and a corresponding Relationship Type.
This is the page where you can manage the customer accounts in Seamless. Currently, there are 2 types of account:
Person
Company
To access the account list, you should have the “View accounts” permission.
The page can be accessed via the “Accounts” menu option.
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.
This section contains all basic information of the customer. For examples: First Name, Last Name, DOB, Address…
Additional information of the customer, including: Credit Score, Credit Rating, Payment Remarks, KAM…
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.
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.
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.
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.
You need to have the “Delete accounts” permission to see this button.
This action is to completely delete a customer account. Before processing this action, you need to confirm via a Confirmation dialog.
Note: The account can only be deleted ONLY IF it does not have any policy, otherwise you will receive this error message.
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.
This provides more search criteria for the Account entity:
Name
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.