Customer accounts

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 List
Select customer type (Company or Person)
Fill in mandatory fields
Click to add the account

With a third-party Data Registry Service connected in your tenant, simply enter an ID in the SSN field and click the Search icon to instantly pull customer data for Personal or Company accounts

Click at SSN or Organization No field in the Create/ Update account dialog
Seamless retrieves customer details based on the Data Registry integration.

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.

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

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Customer accounts

Manage customer accounts

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