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This tab allows you to create a client template where you can specify the main information about a client, originator settings, etc. Moreover, this template can be used to set the billing and tariffication parameters for Customers, Managers, or Resellers in several clicks.
Screenshot: Client's Templates List
| Column Name | Description | ||||
|---|---|---|---|---|---|
| ID | Client's template identification number | ||||
| Name | Client's template name | ||||
| Credit | Credit volume in a template | ||||
| ORIG Rate Table | Origination rate table, assigned to this client's template | ||||
| Routing Plan | Routing plan, assigned to this client's template | Tags | List of client's templates tags | ||
| Reseller | Name of the reseller's company respective client's template belongs to | ||||
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Screenshot: New Client Template settings
| 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 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 | ||
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