1. Introduction
2. Pre-requisites
3. Settings
On the Settings tab, you can configure your default settings for the Customer module. The table below is described all the fields on this screen
Field | Description |
|---|---|
Account reference start value (leave empty to start at 1) | The reference number will be calculated from the input number. For example: the input number is 1000 => the 1st account is 1000, the 2nd account is 1002 and so on |
Allowed Account type(s) | There are 2 account types in Seamless: Company (commercial line) and Person (private line). Depend on your business to choose the account type in Seamless. Your selection will be displayed when you create a new account in the Account List |
Choose default KAM | Your customer accounts' default KAM (key account manager). |
Default mobile phone prefix (Use +xx) | Your customer accounts' default prefix mobile phone. |
Default selected country | Your customer accounts' default country. |
Enable/disable account modulus 11 | |
External lookup on Org.No field (requires external API configured) | |
External lookup on SSN field (requires external API configured) | |
Modulus 11 verification for SSN/Org.No | |
Scoring Feature (requires external scoring API and internal scoring algorithm defined. Go to Scoring Management to configure) | |
Show Map as Street View | |
Street View API Key |
4. Fields and Layouts
In this tab, you can config the fields and layouts of your customer accounts’ information
4.1 Field
The fields on this tab represent the available information that Seamless can store from your customer information
If you have other data to store from your customer, you can create a new field for your Seamless tenant.
1.You need to enter the Name of the field, and choosing the predefined type.
2.If your field is required then tick on the checkbox Required.
3.After finishing, click Save to save your new field
4.2 Layout
This is a place where you can define the layout of the customer detail popup Edit Account
Change field on your layout
1.Choose the layout that you want to edit. The name with the prefix Personal will be the person account popup, while the commercial will be the company popup
2.Hold your mouse to a field that you want to change, choose the move icon (the icon in the red square) to drag the field, and drop it to another position
3.Hold your mouse to a field that you want to change, choose the remove button to remove the field that you don’t want to display
4.Click Save to save your changes
Edit your layout
1.Choose the layout that you want to edit. The name with the prefix Personal will be the person account popup, while the commercial will be the company popup
2.Hold your mouse to a field that you want to change, choose the move icon (the icon in the red square) to drag the field, and drop it to another position