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CDR Download can be found under Reports - CDR Download. CDR (Call Data Records) are the full record of calls made by this customer. This is generally used to export CDRs into a CSV format ready for import into a billing system. CDR ...

Commerce for reports can be found under Reports - Commerce. Depending on the amount of data on the system, it may not be possible to run this report, and it could simply error out. If you can run the report and you are using the billing system for prici...

Call Surcharges can be found on the left-hand side under reports, then Call Surcharges. Call Surcharges are extra charges applied to inbound and outbound calls. These charges have been introduced because the cost of making outbound calls has dropped so low ...

Re-write the CLI to remove surcharge costs on diversion/transfer, plus international CLI display numbers. This section will help you re-write CLIs to avoid any surcharges when an inbound call is diverted outbound to another destination. You can go to Repor...

This section will help you see what customers you have that are missing vital information about their telephone extensions and numbers. You can run a report here. Select all our customers (E999 data). This will produce a similar report. You will see your ...

Invoices can be found under Reports - Invoice. When you enter this screen, you can select the date range, customer, all customers, and invoice status. You will be prompted to download the invoice if you click on the invoice number. Clicking on edit in...

People reports can be found under Reports - People. You can select the type of role you would like to report on or leave as any. This is a good place to see what accounts are locked by selecting locked on the ‘sort by' option. You can click on the user, ...

Queue Agent History can be found under Reports - Queue Agent History. A history report can show information about agents logging in and out of the Queues, which is great for estimating working hours. Show activities Agent You can select a particular agen...

Extensions for reports can be found under Reports - Extensions Registration Status You can select Any, Registered, or Unregistered. The default is ‘any,’ which will show you all the handsets/telephone extensions under this account or multiple accounts if y...

Top Lists can be found under Reports - Top Lists. These reports will give you a grouped idea of call history, which is ideal for finding the most common numbers, popular destinations, etc. There are several options you can choose from in the show o...

A feature code can be a great way to set up a manual ad-hoc divert or have more than 1 option as a divert facility. Using this with a Time & Date route is a great way to enable diverts or a change of call routing by simply pressing a code.  Firstly, let me ex...

Transactions can be found under Reports—Transactions. These are all the one-off and monthly services and charges added to each customer account. Show transactions matching Start dateSelect the date from which you wish to run the report.Start timeSelect the t...

View rate plan can be found under Reports - View Rate Plan. This will allow you to see exactly what you pay for calls and transactions. FeesThis will show you all the costs of the services you may be using. Inbound call costsThis is a list of all the in...

Widget Wallboards can be found under Reports - Widget Wallboards. Here, you can build a customised wallboard to display a whole host of information about calls happening on your system now or historically. These are great for call centres and call centre mana...

All Mailboxes All mailboxes can be found under Messages—All Messages. Here, you can find all messages that could be stored in a Mailbox. Voicemail and Faxmail would both be here, but SMS would not appear. You can select the Mailbox you would like to view....

SMS can be found under Messages - SMS. SMS stands for Short Message Service. An SMS can be 160 characters long; messages longer than this will be split into multiple messages. The platform can send and receive text messages to some of the system's Geographic...

Faxes can be found under Messages - Faxes. Here you can find all Fax Messages that could be stored in a Mailbox. When you click on the Fax tab, it shows the mailbox list. From here, you can switch to one of the mailboxes to see any fax messages that ma...

Voicemails can be found under Messages - Voicemails. Here, you can find all the voicemail messages that can be stored in a mailbox.   You can select the Mailbox you would like to view. You can th...

To do this, go to Actions > Make a call. Then, complete the fields below and press ‘Call.’ You can link 2 calls together via the portal. This could be useful if someone wanted to link 2 external calls together or asked for a call to be connected to their tele...

To send an electronic document to a fax machine, go to Actions - Send a fax. You must attach a document in either PDF, PS, or TXT format. The system will not accept another document format. Click the ‘Choose file’ button and upload the file y...