Customers #
The customer section of the portal provides access to view and manage all the customers who have been provisioned to use the ~.Dimensions.~ Call Analytics platform. New customers can also be provisioned through the same user interface.
The following areas of documentation provide further information on managing customer accounts:
Customer Overview #
The customer grid provides visibility of all customer accounts that have been provisioned. By default, customers are listed in alphabetical order. This order can be changed by clicking on a field header (click twice to reverse the sort order).
The search bar can be used to quickly locate a specific customer record. Any of the fields visible can be searched and only a partial match is required to filter down the customers that are displayed.
Customer Grid #
| Field | Description |
|---|---|
| Customer Name | The name given to the customer's account, usually the company name. |
| Date Created | The data the customer's account was first created. |
| Status | The current status of the account (see the next section for details on status). |
| Reference | A configurable reference number that can be freely used to identify the customer (used in billing). |
Customer Status #
The table below provides an overview of the possible 'Status' of a customer account:
| Status | Description |
|---|---|
| Active | The account is currently enabled and operational. |
| Disabled | Access to the account has been disabled. Customer user access is not allowed but call data is still being logged. |
| Terminated | The account has been terminated and is no longer in use. |