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.
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