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Creating a New Client's Template
To create a new template you need to click the New Client Template button.
A new pop-up window with the following fields will appear:
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| Information block | Fields Description | |
|---|---|---|
| System Information | General information regarding client's template settings | |
| Indicate the title of the client's template | |
| Select a reseller that will be assigned to this template (this name will be used in invoices) | |
| Indicate preferred currency (will be used in invoices) | |
| Specify tags for a current client | |
| Originator Settings | Billing settings and tariffication parameters for customers, who send the calls to your switch | |
| Credit limit allowed for a client | |
| Select the origination rate table | |
| Select an appropriate routing plan that will be used to route all calls for this customer | |
| Summary origination capacity for the client | |
| Low Balance Notifications | Here you can setup set up whether the system should make low balance notifications or not when client's Available balance is lower than a set threshold | |
| When clients' balance+credit is below the entered value, the system will send a notification to email, specified in the clients' Billing email field | |
| When clients' balance+credit is below the entered value, the system will send a notification to an administrator via Events Log | |
| Available balance threshold, below which the special capacity setting will be applied | |
| Origination capacity limit that will be applied when the available balance is below the threshold | |
| Panel | ||||||||
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Clients Templates allow you to fill out customer's settings with standard default values. If you do not specify the values (i.e., Credit, Rate Table, Routing Plan, Capacity, Notify Client, Notify Admin) in the Client form, the Clients Templates will take these values from templates (during authorization). Please note: the system can fill only empty fields with standard default values overridden from the assigned template. For example, if the client has 0 (specified by default) in the Credit field near the Postpaid checkbox, you need to clear it manually. Otherwise, this value will not be taken from the template. But these values will not be shown in the Client form. Sample: When there are no values in the Client form, the system will take them from the assigned template. When there are no values in the template assigned to the Client, they will be taken from Manager's/Reseller's settings. |
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