NB. Do not create any customers until you have configured the call-plan.
List Customers lists the all the customers, and gives you the ability to edit them, as well as a number of other operations. The terms Customer and Cards are used interchangeably.
Customers added through the add customer button are generally set up with zero balance so that you can keep track of the payments and refills that you have applied to each customer.
Search cards allows you to search for selected customers based on a number of parameters. You can use multiple criteria to extract a subset of customers.
When done with searching, ensure that you click "Cancel Search" to list all customers
"Delete All" will delete all customers selected and their dependant records. Please be careful using this button. Most people leave dormant customers in the system for accounting purposes, and only clear them out when records have been taken on total revenues and payments.
Batch update gives the ability to bulk update large numbers of cards selected in the above search cards section.
A new customer can be added manually via the Add customer. It is used for the creation of one single account.
Allow the generation of many accounts in one go.
The card list gives the list of customers with some pertinent information as explained below. Customers are displayed in blocks of 10, and there is a drop down at the bottom to display more records. Displaying large numbers of customers on one page can make the list slow to display, and may have adverse effects on call setup times.
ID The id or the customer, incremented by one, each time a new customer is added.
Account Number Randomly generated number, that should be kept secret. This number is used not only to identify the customer, as well as authenticate to the service. The card number length defaults to the length specified in master configuration under System Settings, but can be overridden when creating a new card when adding a new customer The customers can be ordered in ascending or descending order by clicking on the heading. This only sorts those that are currently displayed.
Login Also peviously known as the Alias is a random number which is used to login to the customer's WebUI. The email address can be used as well, as long as it is unique on the system. The Alias is also used as the phone number for calling SIP/IAX friends on the system if this feature has been enabled in System Settings, in order to disguise the Account number, which should not be allowed to fall into anyone else's hands.
Lastname The lastname of the customer
Group The customers can be divided into customer groups to all the easier management of particular customer groups, e.g. Calling Card customers, as opposed to wholesale customers.
BA The customers balance in the base currency of the system.
Plan The tariff applied to the customer. The relationship is
- one customer has one call plan
- one call plan has many rate tables
- one rate table has many rates
Status Whether the account is activated or not, there are a number of other options.
LG Language of the customer which affects which IVR they hear
USE Whether the card is currently in use or not.
Cur The currency selected for the customer.
IAX Whether they have a IAX account enabled
SIP Whether they have a SIP account enabled
ACD Number of calls that the customer has made.
Action There are 6 action buttons.
- Edit - Pencil Icon, takes you into the customer to edit their individual properties.
- Delete - The "X" Deletes the customer, and associated records after confirmation.
- SIP - If no SIP friend is present, then creates a record for SIP friend.
- IAX - If no IAX friend is present, then creates a record for an IAX friend.
- Customer Information - Displays the information on the customer in one screen.
- Add Payment - Allows a Refill and payment to be made against this account.
NB. When new SIP or IAX friends are created, a red button for each type will appear to recreate the text files in /etc/asterisk and after clicking, you wil be prompted to reload Asterisk, unless the system is configured with Asterisk Realtime, which is preferable with larger numbers of customers.
Exports the customers in either CSV or XML format.