On the Customer Management screen, you can view a list of all registered customers.
Advanced search
In advanced search mode, you can specify an unlimited number of search conditions. Every condition applies to a particular field (e.g., customer’s ZIP code). Click on Add a new search condition to add another condition.
Operation |
Description |
---|---|
Is |
The value of the field in the customer information must match the search criteria exactly. |
Begins with |
The value of the field in the customer information must start with the specified value (e.g., if you enter the filter value “John”, customers with the names “John” and “Johnny” will be selected). |
Contains |
The value of the field in the customer information must contain the specified value somewhere (e.g., if you enter the filter value “Eric”, customers with the names “Eric”, “Erica”, “Maverick” and “American” will be selected). |
Ends with |
The value of this customer information field must end with the specified value (e.g., if you enter the filter value “smith”, customers with the last names “Smith” and “Hammersmith” will be selected). |
Is empty |
The corresponding field in the customer information must be empty. |
All search operations are case-insensitive, so you can enter “Eric” as a search criterion and, even if the customer’s name was originally entered as “eric” or “ERIC”, you will still see him in the list.
All conditions work in conjunction, so in the case of multiple search criteria, the customer’s record must satisfy all of them in order to appear in the result list.
During a search operation using auxiliary fields (e.g., fax) or the “contains” comparison, the database cannot use indexes. This will
result in a full table scan, meaning an increased load on the server and a longer time to produce the final result. Please avoid using such search operations if not necessary.
Edit Customer
This page allows you to change details for a particular customer.
Field |
Description |
---|---|
Customer ID |
Defines the customer name as it will appear in the PortaBilling system. This is distinct from the Company Name field in the Address Info tab. |
Customer Class |
The Customer Class assigned to this customer. In order to change any parameters of the particular Customer Class, click on the link “Customer Class”. When editing the Customer, the field Customer Class will only contain classes with the same currency, or classes with no defined currency. |
Balance Control |
The customer category: either prepaid (a customer who pays for services in advance) or postpaid. |
Available Funds (only for prepaid customers) |
The balance for prepaid customers. While consuming the service, the amount of available funds decreases. When it reaches zero value, no more services can be used. |
Balance (only for postpaid customers) |
The customer’s current balance |
Current Credit Limit (only for postpaid customers) |
The credit limit value defined for a customer during creation. |
Address info
The Address Info tab provides most of the commonly required contact information. Also, note that you may enable your account manager to receive a copy of every email sent to the customer by entering his email address in the BCC field.
Balance adjustments
The Balance Adjustments wizard allows you to correct a customer’s balance:
Field |
Description |
---|---|
Action |
Manual Charge: Use this transac |