In ConnexCS, Customers are managed through customer cards, under the Management tab, the four horizontal lines beneath the Home icon in the dashboard.
From the Customers board, you can perform several management operations.
- Columns pop out on the right allows you to add/remove options, change column order, in some cases you can create row groups and aggregate values for pivot functionality
- Filters pop out on the right allows you to filter your customers
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Bulk Edit: Modify multiple Customers simultaneously
- Bulk upload to add multiple customers at a time
- Bulk edit to modify fields such as Channels, Status, Flow Speed (CPS), and so on
Generate Invoice: Used to send to one or more customers selected from the list below.
Send: ConnexCS comes with Email and SMS included for your customers.
- Select multiple customers using the tickbox selector on the left side of each row.
- Click on "Send" at the top right then choose email or SMS.
- Fill in Subject line and body details and send.
- Emails are sent FROM the email address populated in Setup > Settings, and TO every email address listed under Contacts for each customer.
- SMS are sent to the Mobile number in each Contact.
Custom Email Servers.
You can change the Email Server and SMS. Settings from Setup > Settings.
Active: Filter the customer of customers listed based on account status. Results on the page will automatically arrange themselves according to the filter.
The following explains how to add new customers manually:
- Click the
- Enter the relevant details in each text box.
- Click the
Configuration field explanations:
- Customer Name: A name or unique identifier for each customer.
- Status: The customer's status, i.e.:
- Active : The customer is active and allowed to pass calls.
- Inactive: The account is disabled, and
- Pending Approval: New signups will be listed as pending approval. The customer cannot pass calls or become active until this phase is completed.
- Debit Limit: Sets the debit limit for postpay customers.
- Minimum Payment: Set the minimum payment to keep accounts active.
- Tax: Tax is added as a percentage that is charged on top of costs.
- Currency: Select the currency from the dropdown menu. Note that you won't be able to change the account currency once the account is created.
- PayPal Email: The email address associated with the customer's PayPal account. (This is relevant when using the IPN API. Customer can make payments directly through PayPal instead of using the Customer Portal.)
- Website: The customer's website address.
- Portal Access: Users can turn Portal Access to yes(on) or no(off). Selecting 'no' will restrict user access to the Customer Portal. Since everyone uses the portal at this time, this should always be set to 'yes'.
- Tags: use this to add meta-data
- TOML: This is a data storage mechanism for configuration. Similar to INI files, you can create advanced customization to set values, etc, for Script Forge to reference later.
Address Tab * Address: Complete the customer's physical address, not to be confused with email addresses.
Verification tab + Approved CLI's Only: Used to force the customer to log into the Portal and enter their CLI number. This generates a test call with a code which the customer must enter into the portal. Once complete, their CLI will be added to the system. + Email Verification and/or Mobile Verification: Used to force the customer to go to the portal for verification. (This is important to select when you create a customer manually.) If the customer doesn't verify these, they won't be able to dial.
Mobile messages will be sent globally, but there are some reports of issues with SMS being delivered to numbers in India. These messages are sent on the Twilio network, so whatever they deliver ConnexCS will deliver.
Open a Customer Card by clicking their name from the Customer Management screen, then Edit. The screen that opens is the same as the New Customer screen, with information already populated. Edit any field then click
Save. For all field details, see Adding Customers above.