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
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 dialogSeamless 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.
Refine 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.
Note:
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.