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NEW Connect to DBS IDEAL direct bank feeds Click here

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Adrian_A
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Thanks for providing a PDF file, Anton65.

 

 As my colleague shared above, you should be able to import customers with the details you've mentioned. That said, I'd suggest importing them on an incognito window. You may follow the steps laid out by MariaSoledadG.

 

As for the report, you can run the Customer Contact List report to show all your customer details. 

 

Lastly, you can reach out to our Phone Support team. Since Community is a public forum, we're unable to share confidential information such as mailing addresses. Our best option is to contact our phone agents.

 

You can reach out to them through the ? Help icon.

 

I've also added this article as your guide in customising report: Modify reports.

 

Keep me posted whenever you need help. I'll be around!