1. Introduction

This is the page where you can manage the customer accounts in Seamless. Currently, there are 2 types of accounts:

• Person

• Company

2. Prerequisites

To access the account list, you should have the “View accounts” permission.

The page can be accessed via the “Accounts” menu option.

Open

Open

3. Account List

The Account List provides all the accounts information

• Name (by clicking on the Account Name, you will be redirected to the corresponding https://contemi.atlassian.net/l/c/UXmVxmu1 page)

• Reference

• NIN/Org No.

• Email

• Phone

• Address

• KAM

• Status

• Organization

In the Account List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:

You can also perform the following actions:

• https://contemi.atlassian.net/wiki/spaces/SHC/pages/1770881616/Create+Account?atlOrigin=eyJpIjoiYjRiN2NiZGI4NTUwNDJjOGJhNWRhZjhjMDU4OTBjNzIiLCJwIjoiYyJ9

• https://contemi.atlassian.net/wiki/spaces/SHC/pages/1770947018/Edit+Account?atlOrigin=eyJpIjoiNWQ4M2IzMmU1ZWI5NDhjN2E2MDhiOTk1YWZmZmJjMWYiLCJwIjoiYyJ9

3.1 Search

This textbox allows you to search for an account based on the account’s name; the system will return all accounts whose names contain part of the input.

3.2 Search & Filter

This provides more search criteria for the Account entity:

• Name

• Org.No/NIN (National identification number)

• Email

• Phone

• KAM

• Status

• Type

• Address

• Postcode

• City

• Country

• Quote Reference

• Policy Reference

• Policy Start Date From

• Policy Start Date To

• Policy End Date From

• Policy End Date To

• Product

• External reference

If multiple search criteria are selected/input, the system will combine all the criteria and search for the accounts who have corresponding attributes matching/containing the search values.

More info in .