1. EULA
Here you can read the End User License Agreement and check the version of the software installed on your system.
2. System Settings
Settings > System Settings > Default Call Settings
The default call settings are applied to all customer accounts when initially created in the system. They can be customized for each account later as needed.
Please note that you cannot make bulk changes to the setting of existing accounts from here – in order to make changes to account settings you have to edit each account separately.
Maximum Authorized Call Duration is the maximum possible length in seconds of any call in the system – e.g. if you put 60 seconds here after this limit is reached the call will be automatically disconnected by the system.
Please note that if the system maximum call duration is lower than the duration on any of the accounts, the system will disconnect calls based on the system value. At the same time if the system duration is higher than the one on any of the accounts, calls will be disconnected based on the account setting.
Minimum Billing Call Duration is the minimum possible billing duration in seconds of any call in the system – e.g. if you put 20 seconds here all calls with smaller duration will not be charged in customer invoices. This may be used when the administrator doesn’t want to charge his customers for short duration calls caused by FAS for example.
Please note that even though you do not charge your customers for these calls there will have a cost associated with them – your carriers will charge you for them.
Settings > System Settings > User Interface
You can customize your admin panel settings here –search filters, languages, page title, number of rows, session timeout, and time to keep CDR lookup jobs.
Select the “Allow Search Filters in Grids” check box to have the option to filter the information in most of the grids in the System by different parameters. “CRM Language” is the default CRM language for your customers. “Invoice Language” is the default language for the invoices to your customers. “Agent Statements Language” is the default language for the statements for your agents. “Page Title” is the title that will be visible on the site (e.g. your Company name). “Rows per Grid” is the number of rows that will be displayed per page in all the grids in the system. The “Web Session Timeout” is the time in seconds after which the system will automatically log out any idle system user. The “Delete CDR Lookup files older than” option shows the number of days after which the system will automatically delete all files in CDR Lookup Jobs.
Settings > System Settings > Notifications
The system allows different notifications to be sent automatically: e.g. reminders for reaching critical balance, reminders for overdue invoices, system messages, etc. Here you have to enter the email addresses from which the notifications will be sent by the system administrator, operator, provisioning, and billing emails. Here you can also choose when to receive a notification for data discrepancy – sometimes, when CDRs are copied to the Data Warehouse a discrepancy may appear (e.g. due to rounding). The Notifications data discrepancy threshold is the amount in USD above which a notification for such a difference in the data is sent to you.
Settings > System Settings > Billing Settings
The default billing settings are applied to all customer accounts when they are initially created in the system. They can be customized for each account later as needed.
Please note that you cannot make bulk changes to the setting of existing accounts from here – in order to make changes to account settings you have to edit each account separately.
“Default Payment Method” can be prepaid and postpaid – the postpaid method is characterized by critical balance and credit limit while the prepaid method is characterized by critical balance and minimum balance to make calls.
The “Default Critical Balance” is the balance that triggers automatic notification for payment – for prepaid accounts, when the account balance reaches this amount the system will send notification for payment while for postpaid accounts when the account balance reaches the credit limit less this amount the system will send notification for payment.
“Default Credit Limit” is the maximum amount a postpaid customer account will be allowed to go on negative before the calls start to be rejected by the system.
“Minimum Balance to Make Calls” is the minimum amount a prepaid customer account must have in order to be able to make calls.
Select the “Send Critical Balance Notification” check box when you want the system to send Critical Balance Notifications to all new created accounts (note that in order the system to send notifications, in the correspondent subscription plan the “Notification” field should be greater than 0).
Settings > System Settings > Billing Information
The billing information includes your Company’s:
- registration and tax details
- contact information
- payment details (bank account, paypal account, check payment details)
This information is applied in the invoices issued by the system.
Settings > System Settings > Usage Charges
Here you can customize the different zones used by the system for call termination.
Zones are used for call authorization and billing – the system traverses all zones one by one stopping at the first zone that best matches the call.
Access Numbers – these are all calls to your Access numbers (ex. voicemail).
On Demand Session – these are On Demand calls (used by Callshops and Hotels).
On-Net Calls – these are all calls which originate and terminate to accounts in your system. Please note that special tariffs need to be uploaded for such calls. They are separated to On-Net Inbound Calls and On-Net Outbound Calls and you can add separate tariff for incoming and outgoing on-net calls.
Toll Free Calls – these are all calls to standard toll free numbers (starting with 1800, 1700, etc.) for which the called party is being charged (while the calling party is not).
Voice Application – these are all special numbers like directory service, emergency, etc. which should be free for the calling party.
Zone 1 (Local Calls) – these are calls which originate and terminate in the same village/town/city.
Zone 2 (Interstate Calls) – these are calls which originate and terminate in the same state (applicable for countries which have state government like USA, Canada, etc.).
Zone 3 (Intrastate Calls) – these are calls which originate and terminate in different states in the same country (applicable for countries which have state government like USA, Canada, etc.)
Zone 4 (International Calls) – these are all other calls (which originate and terminate in different countries).
Please note that the naming of zones is irrelevant for the call determination and is used primarily in reporting and invoices to group numbers based on prefix.
Please refer to “How to Use Zones” for full details about this topic.
Settings > System Settings > System Settings
These are the settings to be inherited from the numbers functionality. Settings include release and reserved period, system translation set, default ring duration when call hunting, force disconnect cause, route media, etc.
Settings > System Settings > Invoice Settings
The system allows users to customize the layout of the invoices sent to their customers.
You can show or hide different blocks of data based on their preferences:
- Show Statements in Regular Invoice – if this check box is selected detailed information is shown in the regular invoices.
- Show Statements in On Demand Invoice – if this check box is selected detailed information is shown in the on demand invoices.
- Attach Invoice in email – if this check box is selected invoices will be attached to the e-mails sent to customers notifying them that new invoices were issued, otherwise only a link will be provided in the email (this is useful when invoice .pdf files are too big to be sent by an e-mail).
- Invoice Layout – You have an option to customize the invoices that are issued for your customers. Here you can show or hide different sections of the invoice layout.
Please note that when the values of sections such as payments, charges, adjustments etc. are different from 0, they will be displayed in the invoice, even though the corresponding check box is not selected here.
Settings > System Settings > Branding
The system allows you to customize the branding of your admin panel from here – please note that the CRM portal’s branding is done separately in Drupal.
You can upload your company logo to be shown in all invoices issued by the system – the requirements for the file are as follows:
- file format – JPEG or PNG
- logo size – width between 143 and 159 pixels and height between 39 and 49 pixels
To clear the current company logo that is shown on the invoices select the “Clear Company Invoice Logo” check box and click “Submit”.
You can also upload your company logo to be shown in the admin panel of your system – the requirements for the file are as follows:
- file format – JPEG or PNG
- logo size – width between 143 and 159 pixels and height between 39 and 49 pixels
To clear the current company logo shown in the admin panel, select the “Clear Company Site Logo” check box and click “Submit”.
Settings > System Settings > Currency Settings
You can customize the visualization of the currencies in the admin panel from here.
You see the location, base currency and currency symbol of the system here – you can change the format of the positive and negative numbers, choose decimal and digit grouping symbols, and select the list separator (this is the symbol used to differentiate the values in export/import of files in the system).
Please note that these setting will be used for the visualization of all other currencies used in the system as well.
Settings > System Settings > SMTP Settings
These are the settings of the mail server used by the system to send e-mail notifications.
You have to enter the mail host, mail user and password, mail port, and choose the mail security settings.