Customer Accounts

1. Access to Accounts menu → Accounts

2. Click in the Account List

3. Select customer type (Company or Person)

4. Fill in mandatory fields

5. 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.

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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.

Seamless allows you to add multiple customers at the same time via Import Account fuction

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.