Add a New Customer

Steps

  1. Log in as CustomerService
  2. Select Customers
  3. Select New
  4. The options displayed here depend on the institution type (Personal, Corporate, Cooperative etc)
  5. Fill out all required detauls under the various tabs (just click Ok, we will tell you what is required).
  6. Finalize

Please note that OJK Codes refer to Central Bank reporting codes, this will be customized for your country)

Also, required fields can easily be customized to you requirements.