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This tab represents a complete summary for the Client with general and billing data, accounting and product information, accounts, assigned DIDs, and active traffic processing rules. Each section of the Overview provides the ability to manage the Client entity without leaving the viewform. For example, you can generate a new InvoiceTransaction, or assign a Subscription. Also, each tab section is cross-linked with the respective filtered section of the billing system.

Screenshot: Overview tab

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SectionFieldDescription
General InfoName
Owner
Legal Entity
Timezone
Client's Template
OriginationRate Tables
Routing Plan
Portal Login
InvoicingTerms
Last Invoiced
Template
TerminationRate Tables
Last Note
Balances
Last Payments
Last Invoices
Active Subscriptions
Accounts
DIDs
Traffic Rules