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Management Customer [Customer Name]

The first tab in a Customer account is Main which displays a summary of the Status, Balance, Debit Limit, and current Channels in use. From here you can manage contacts, block internal numbers, and view call summaries.

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Audit Log

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Select View Audit Log to see when the customer was created and view any modifications that have been made to the account.

  • User: User that made the change.
  • IP: IP the change came from.
  • Date Time: When the change was made.
  • Action: Uses HTTP verbs (Put, Post, Get, Delete) to describe the action taken.
  • Table: Part of the table that was updated.
  • Message: What was done (Update, New, etc.)
  • Data: Click View Difference to see the fields changed, plus previous and current values. (Data displayed in JSON format.)

Contacts

The Contacts section shows an overview of contacts associated with the Customer. Each Customer may have an unlimited number of Contacts.

Global Contacts

Contacts can also be modified under Global Contacts, which displays all Customer Contacts.

Add Contact

  1. Press the + button to the right of the word Contacts.
  2. Enter the contact Name and login Email address.
  3. Select Contact Type.
  4. Enter the Phone or Mobile.
  5. Check the Auto Generate Password box to have a password generated online and sent via email. Uncheck the box to enter a password manually.
  6. You may enter any information on Public Notes which are displayed on the Customer Portal when logged in.
  7. Private Notes will display in the control panel.
  8. Manually set whether this Contact's Mobile Verified and Email Verified status. (Check in the Customer Details to confirm the Mobile and Email have been verified. Alternately, the customer can do this in the Customer Portal.
  9. Click Save.

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Save Options

Select Save and Continue to exit the Contact screen. Save and Stay is helpful when adding multiple Contacts at a time. Delay and Save allows you to select a time from to elapse before saving the Contact and making them available for use.

Warning

DO NOT save passwords in either of the notes field in the Contact Details.

Reset Contact Password

To reset a Contact password:

  1. Click the down arrow to the right of the Contact

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  2. Select "Change Password"

  3. Select "Auto Generate & Email Password" to email the random password to the contact email, or uncheck it and enter the password manually.
  4. Save.

Access Customer Portal

Sometimes it is necessary to view the Customer's Portal for issues or questions they may have.

To access the Customer Portal:

  1. Click the down arrow to the right of the Contact

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  2. Select "Portal Login"

  3. This will load the Customer's Portal.

Internal Number Block

Assign an Internal Number Block to define the range of numbers a Customer can use for setting up SIP Extensions (see SIP Authentication for configuration details).

  1. Click + button next to Internal Number Block.
  2. The Number Block will be assigned.

Why Define Internal Number Blocks?

Within each Account are multiple Customers, each will likely have more than one Contact. SIP Extensions are unique for the Account, not for individual Customers. Without defined Internal Number Blocks, there is the risk of a Contact attempting to use an extension that is already in use by another Customer or Contact. With Internal Number Blocks defined, each Customer will have a predetermined list of Usernames to select for SIP Authentication.

Number Range parameters

The Number Range Start and Block Size must be defined under Settings Options before an Internal Number Block can be assigned.

Summary

The Summaries of calls in Live (last 24 hours), Daily, and Monthly formats, are all displayed in 24-hour UTC. This data is updated hourly.

There are several functions that can be performed with this data:

  • Sum and Average: Select multiple cells in a column to get sum and average values (not a true average, but an average of averages)
  • Export Data: Select data from multiple columns and rows, then right click to Copy, Copy with Headers, and Export
  • Generate Invoice: Check one or more boxes under Action then select Generate Invoice in the upper right corner. This will create the invoice based on the Summary time frame (Daily, Weekly, Monthly) which can then be queried by a billing system.
  • Auto Generate Invoice: When selected, this will generate an invoice based on the setting found in the Customer configuration (Edit Config Invoice Schedule) for any that are missing.

Data used for billing

The data found in the Customer Summary section is considered valid for billing purposes. The same data may be found in other parts of the system but should not be used for billing.