The information on the top of the form is required. Information on all the other tabs is optional, and need not be provided when creating the callshop.
| Field | Description |
|---|---|
Customer ID |
Type a short name for the callshop; this will be used on the web interface. |
Blocked |
Select this check box to block all booths in this callshop (booths will become unusable). |
Product |
Choose a product for this callshop from the list. The product defines which services are provided to end users. |
Customer Class |
Choose a customer class for this callshop. A customer class is a set of various parameters that can be applied to a group of callshops. The callshop will automatically inherit all of the class properties, such as currency, rounding up rate, statistics generation, etc. |
Currency |
This field is read-only and displays the currency in which end users will be charged. The currency value is taken from the product assigned to this callshop. |
The Edit Callshop page allows you to change callshop details.
The following tabs can be available depending on the configuration:
How to check call logs
Click the Call Logs button on the toolbar to check call logs.
How to operate a callshop
Click the Operate Callshop button on the toolbar to operate a callshop. The Operate Callshop page opens. You can check the booths’ use on-thefly and stand in for an operator when necessary authorizing the booths’ use, collecting the payments from customers and providing them with their receipts.
How to change a callshop status
To change a callshop status, click the Change Status button on the toolbar.
In the Change Customer Status dialog box you can:
View the current status.
Assign blocked, provisionally terminated and / or permanently terminated status.
Restore the customer after having blocked, provisionally terminated or exported their status.
Lift the suspension.
Initiate invoice generation.
View a list of scheduled changes in the Actions.
Blocked
Once this option is selected, all of the customer’s accounts become unusable. Neither the customer nor their account have access to self-care pages.Note that subscription fees still apply to blocked customers, consequently they continue to receive invoices. You can unblock the customer when needed. This status is convenient for regulating the availability of services when an administrator must take immediate action (something not automatically processed).
Suspended
This status indicates that all of a customer’s services have been automatically suspended because of an overdue invoice. An administrator facilitates the suspension and adjusts the settings for it in the customer class located in the regular or out-of-turn invoice section. Whether or not to charge a suspended customer for their subscription is regulated by their subscription plan. Note that an administrator cannot manually cancel this status once applied. This status is for automatically regulating the availability of services.
However, the administrator can lift the suspension until the defined date. Sometimes it is necessary to delay a customer’s suspension for several days (e.g. allow the customer to use the service over the weekend although the overdue invoice must be paid in full early Monday morning, without exception) so that the customer’s needs are attended to. To delay the customer’s suspension, select the next date slated for automatic suspension in the Lift the Suspension until field if the invoice remains unpaid.
Provisionally Terminated
When provisionally terminated, all of a customer’s services stop although their data is still preserved in the databases. Therefore, it is possible to issue an invoice for the last billing period before the day of termination. There is an option for reactivating services if the customer should change their mind later on. The default period for reactivation is 30 days (however this value can be changed in the customer class). If not reactivated, the customer’s status automatically changes to permanently terminated.
NOTE: Please keep in mind that if you are going to provisionally terminate a customer, this customer won’t be charged for any DID numbers assigned to him / her. At the same time, the DID provider will still charge you a fee (e.g. $5/month) because these DID numbers remain allocated to your network until the customer is permanently terminated.
Permanently Terminated
When permanently terminated, the customer no longer has access to any operations and their account cannot be reactivated later. The only way to trace such a customer is by using Advanced Search with the “Permanently Terminated” status filter. Define a day of termination in the Permanent Termination Date field. This status is relevant for customers who unquestionably discontinue using services, so their data can be deleted to free up database space.
You may also generate a midterm invoice for the customer you are going to terminate. For this, click to select the Generate invoice prior to the end of the billing period check box. The invoice will be generated within the hour.
Exported
This status indicates that all of a customer’s data has been ported to a new PortaOne installation. When an account has an exported status it is not operational although the data is preserved for backup. To change status from exported to active, clear the Exported check box and save the changes.