Customer Management

Your customer database is the foundation of everything the platform does. Every invoice, payment and call record ties back to a customer account. From here you can manage accounts, assign numbers and services, configure features, and keep a complete record of all communications sent by the platform.

In This Section

• Customers - Create, update and manage customer accounts
• Contacts - Add extra contacts for bills, correspondence and ticket updates
• Numbers - Allocate and manage telephone numbers
• Services - Set up non-usage recurring charges and service subscriptions
• Features - Configure customer features and products
• Customer Communication - Manage emails and correspondence
• Searches - Find customers, numbers and records quickly

Every customer sits in a Customer Class, which groups the account by legal type and triggers a Companies House check for UK Limited and UK PLC customers. Whether full bills, unencrypted CDRs and usage files may be emailed is controlled separately on each customer through the GDPR & PECR Consent Given flag.

Where to Start

If you’re setting up a new customer, begin with Customers to create the account, then move on to Numbers and Services to assign what they need. If other people at the customer’s organisation need to receive bills or correspondence, add them as Contacts.