Account Information

1. Introduction

This section gives you some basic information about the customer, including:

• Customer name & status

• Customer’s address map

• Reference

(Company account)

• Org. No

• Address

• Postcode

• Industry

• Credit Rating

(Person account)

• NIN

• Gender

• Number

• Address

• Postcode

Open

2. Edit Account

Open

This action is to open the Update Account form popup where you can adjust information of the customer (Similar to Edit Accountarchived).

3. Compose Email

This option only shows when you connect your Outlook account to Seamless Manage my profile

Compose Email

4. Create Note

This action allows you to directly create a note for the currently viewing customer (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), so you don’t need to select “Related Records” in the form.

5. Make a Call

This action allows you to directly call the currently viewing customer via his/her Company Phone number.

6. Consents

This action allows you to update the consent settings for the currently viewing customer.

Once saving the settings, the system will also record the user who updated the settings and the update time.