Client List
This section is used to manage all clients in the system.
It includes three part: Action performed on Client, Query FormandClient List Form
Client List Query Form
Click on Manage → Carrier → Select Client List tab, this form will be displayed and allow the user to query data.
Screenshot: Client List Query Form
| Field Name | Description |
|---|---|
| Name | Query by name of the client. |
| Type | Query by type of the client:
|
| Terms | Query by payment terms of the client
|
On this page:
Client List Form
Filling in criteria then click on the Query button, the list of Clients will be displayed as below:
Screenshot: Client List Form
| Column Name | Description |
|---|---|
| Name | Name of the client. |
| Mutual Balance | Mutual Balance of the client. Mutual Balance is used for Mutual Transaction. |
| Actual Balance | Actual Balance of the client. Actual Balance is used for Mutual Transaction. |
| Credit Limit | Credit Limit of the client. |
| Egress Count | Total Egress assigned to the client. Click on this number, the user will be redirected to the Egress Trunk page. |
| Ingress Count | Total Ingress assigned to the client. Click on this number, the user will be redirected to the Ingress Trunk page. |
| Action | Actionperformed on the client. |
| Button | Description |
|---|---|
| Is used to activate/deactivate the client. |
| Is used to send low blance alert to the client. |
| Is used to send the welcome letter to the client. |
| Is used to reset the balance of the client. |
| Is used to log in via client portal. |
| Is used to change the passwordofthe client. |
| Is used to save the client's information astemplate. |
| Is used to edit the carrier information. |
| Is used to delete the carrier. |
| Is used to download the list of carriers by two types of file: CSV and XLS. |
| Is used to refresh to get latest the list of carriers. |
| Is used to select the field which the search function will query on. |
| Is used to input the keyword to query. |
| Is used to set the total of records per a page. |
| Is used to select the column which will be shown/hidden. |
| Is used to go to next, previous page. It is also used to go to the specific page by clicking on the number ofpage. |
Adding New Client
To adding the new client, click on the Create New button. The main window will be displayed as below:
Screenshot: Basic Info
This tab is used to configure the basic information of the client.
| Field Name | Description |
|---|---|
| Name | Name of the client. |
| Status | Statusof the client. |
| Mode | Payment mode of the client.
|
| Min. Profitability | Minimum of profitability |
| CPS Limit | The limit ofcallper second. |
| Call Limit | The limit of call. |
| Test Credit | The credit will be purchased before services can be used. It is used to prepaid mode only. |
Screenshot: Company Info
This tab is used to configure the basic information of the client's company.
| Field Name | Description |
|---|---|
| Company Name | The name of company. |
| Mail Email | The email used to receive Daily Usage and Daily CDR |
| NOC Email | The email used to receive Trunk Update. |
| Billing Email | The email used to receive Bill and Invoice. |
| Rates Email | The email used to receive Rates. |
| Rate Delivery Email | The email used to send Rates. |
| Tax ID | The Tax ID of the company. |
| Address | The Address of company. |
| Account Details | The Account Details of the company. |
Screenshot: Automatic Report
This tab is used to configure the automatic report for the client.
| Field Name | Description |
|---|---|
| Send At | Set the time to sendreport. |
| Time Zone | Set the time zone will be applied on schedule. |
| Recipient | Select the receiver: Partner Billing, My Billing or both. |
- Select the type of report to send by check on the checkbox. What report is checked will be sent to the recipient.
Related pages
Popular Topics
Recently Updated Pages
