How to upload file in Data Management
Firmway Customer Service
Last Update 5 tahun yang lalu
- Click on the Data Management > Upload from the left panel.
- Select the Form Name (eg. Customer Master Data Update)
- Give a File-Name for your reference.
- Select the Excel File which you want to upload.
- Click on Upload.
- Click on Next to proceed
- Click on Commit > Yes, Commit It.
- Click on Send Emails.
- Select Email Templates as defined in the system.
- Select Reminders as defined in the system
- Select the Send Email From which you need to send the request from the dropdown.
- Select the Contact Person Name and enter the Contact Number.
- When To Send select Send Now or Schedule for a later date
- Click Send Confirmation to trigger the send the confirmation request.
