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.

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

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.