Customer Management

Login to ServiceJDC back-end platform (web page version), go to “Customer Management> Customer Type” to edit according to customer profile.

 

Login to ServiceJDC back-end platform (web page version), go to “Customer Management> Individual Customer.” There are two options: Individually create or batch import. 


1.  Individually create: enter customer data, then click “Save” to complete. 


2. Batch import: Go to Import to download excel sample file, enter customer data into cells according description, then upload data by using import function.

(If error occurs, adjust excel according to error message then upload again.)

 

Login to ServiceJDC back-end platform (web page version), go to “Customer Management> Company Customer” to edit according to customer profile.

 

Login to ServiceJDC back-end platform (web page version), go to “Customer Management> Company Customer.” There are two options: Individually create or batch import. 


1. Individually create: enter customer data, then click “Save” to complete. 


2. Batch import: Go to Import to download excel sample file, enter customer data into cells according description, then upload data by using import function.

(If error occurs, adjust excel according to error message then upload again.)