Customer search

Use the Customer search panel to find a specific customer. Specify one or more of the search criteria listed below and click Apply filters. If you want to stop the search, press “Esc” on the keyboard or click Stop . Click Default filters to reset search criteria.

To refresh the search results, click Reload data.

PortaBilling automatically loads the list of records once you open the page. You can turn off data autoload if you don’t want all records to load each time you open the page. To disable data autoload, click Settings and clear the check mark for the Automatically start searching upon opening the page option. When the check mark is absent, the list of records won’t load until you click Apply filters. If the search result contains a single record, you can open it automatically by choosing the If the search produces a single result, automatically open it option.

Filter customers by name and other fields, e.g., billing address, login, phone, etc. By default, the quick search is performed only by name.

To set the search through other fields, click Change right under the Quick search field and select the corresponding checkboxes. Once the options are selected, the changes are automatically saved and applied to the next searches.

Select filtering options

To include or exclude the search criteria, click Change and select/clear the checkboxes:

• Name – the name of the customer.
• Login – the login to the customer’s web self-care interface. 
• First name – the first name of the customer.
• Last name – the last name of the customer.
• Billing address – the customer’s billing address.
• City – the city where the customer is located.
• Phone – the phone number of the customer.
• Postal code – the postal code of the customer.
• Email – the customer’s email address.
• Company name – the customer’s company name.
• Contact – the name of the customer’s main contact.
• Alternative contact – an additional contact person within the company.

  

Once the filtering options are selected, the changes are automatically saved and applied to the next searches.

Select matching mode

By default, PortaBilling searches for customers by their data that starts with your input. To change the matching mode for a specific filter, click Matching mode  and select the needed mode to filter customers records by customer data that:

• Contains – contains your input (anywhere in the name).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.

Filter customers by type.

• Select Direct customers to display customers who deal directly with your company. Direct customers can be resellers, distributors or retail customers.
• Select All customers to search among your customers and customers of your resellers.
• Select Subcustomers of resellers to search among customers of your resellers.
• Select Distributors’ customers to search among customers of your distributors.

Filter customers by customer class.

• Select Any to search among customers with any customer class assigned.
• Select a specific customer class to display customers with this customer class assigned.

To obtain more precise results, click to open advanced search criteria.

To change the matching mode for this field, click Matching mode  and select the needed option to filter customer records by the customer data that:

• Contains – contains your input (anywhere in a value).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.

  

Filter customers by status:

• Any – to search among customers with any customer status.
• Any except terminated – to display all customers except those with the Permanently terminated status.
• Open – to display customers who can use their services without any restrictions.
• Provisionally terminated – to display customers whose status changed to provisionally terminated after the grace period expired for paying overdue invoices. When provisionally terminated, all of a customer’s services stop, although their data remains in the database, so an invoice for the last billing period before the day of termination can be issued. You can reactivate the customer’s services if the customer changes their mind later on. The default period for reactivation is 30 days; This can be changed in the customer class. If not reactivated, a customer’s status automatically changes to Closed.
• Permanently terminated – to display customers who have decided to discontinue their services and are permanently terminated in the system by an administrator. All services for such customers are permanently closed and cannot be restored.
• Suspended – to display customers suspended because of an overdue invoice. Once the customer makes a payment in full to cover the overdue invoice, the suspension is automatically lifted.
• Exported – to display customers whose data has been transferred to a new PortaSwitch installation. For such customers, both service provisioning and billing are stopped on the source and target systems.
• Service limited – to display customers with this status. It is used to trigger a provisioning event to an external system (e.g., PCRF), so that it can apply the necessary service restrictions (e.g., disable roaming internet) for non-payment. Note that the status itself does not block real-time service authorization by PortaBilling. The Service limited status is removed automatically once the overdue balance is fully paid.
• Spending limit – reached to display customers whose daily expenses reach the defined limit. The spending limit is renewed at 00:00:00 each day. Once the limit is renewed, the Spending limit reached status is lifted from the customer.
• Credit limit – exceeded to display customers whose current balance is higher than the credit limit value. The customer can’t use paid services, though complementary services (e.g., calls to toll-free numbers) remain available.
• Export in progress (billing paused) – to display customers who are currently in the process of migration to the target system with Dual Version PortaSwitch. The billing processes for these customers are paused: PortaBilling can’t close the billing period, calculate taxes, and generate invoices. Subscription charges won’t apply. The administrator can’t void, recalculate, or re-issue invoices. However, they can change the customer information, such as contact details, credit limit, payment method, etc. The customer can use their services and access the self-care interface (as it was on the source system before the migration). Once the migration is finished, the status is automatically changed to the customer’s pre-migration status, e.g., Active or Suspended.

Filter customers by their representative. Representatives work on behalf of the company, selling services for a commission that is paid by the service provider.

Other search criteria in this section relate to the customer contact information and are self-explanatory. You can also search customers by the information defined in custom fields. Fill in the respective search criteria fields.

Search customers by the custom data you specified for them in custom fields. To change the matching mode for this field, click Matching mode  and select the needed option to filter customer records by customer data that:

• Contains – contains your input (anywhere in a value).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.