For users who just started adopting EMP for the first time, there is a need to transfer all your customer information to EMP. That is when Importing Customer Records should be done prior to initiation.
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- it will overwrite the existing customer account.
- For information needed to upload just put in as a header. It different with existing function, as for this the header is keep and we no need arrange the information according to column. It just follow the header
Wavelet _ Enterprise Management Portal.png (16.8 kB)
Wavelet _ Enterprise Management Portal1.png (266.6 kB)
Save1.jpg (78.6 kB)
Save3.jpg (33.7 kB)
Upload Customer Listing.ods (13.6 kB)
Upload Customer Listing.xls (11 kB)
customer upload.jpg (297.7 kB)