Mobile
Mobile service enables filling and administration of SIM cards and mobile numbers for virtual operators. Mobile service is currently connected to virtual operator IPEX.
You can set it up in Settings Active services Mobile.
FILTeR
Client list may be filtered by displayed criteria.
Fulltext search does not work in all fields due to server load. It only works in the important ones (e.g. name, street, city, Postcode code, company, phone number, client number, variable symbols, internal note etc.).
You may define a minimum number of characters to be entered by an administrator for a search to work. Define the limit for each administrator in Settings Administrators Administrators, parameter Limited clients´ search.
| Reset | Resets the filter to display all entries. |
columns
When you hover over client´s name, a basic window with details of a client account is displayed.
All entries can be sorted by every displayed column. Click on column name to display the list by the requested column. Click once to sort in ascending order, twice for descending.
| Invoicing period | Define Invoicing period in Active services, the options are: - No invoicing,  Monthly |
|---|---|
| Client number | Client´s number is stored in the database. It is a unique identifier which is further used in the system, hence its uniqueness. Client number is further used as variable symbol for invoices, and also as default login to client portal. |
| Client | Client´s first name and surname or company name. We strongly recommend to use Surname First name due to better sorting in case of bigger numbers of clients. |
| Name | It helps identify services of the same category (e.g. Internet) of one client. No need to use it if a client has only one service of the same category. |
| Connected from | Client´s connection date, or date when service was added. |
| Address | Home or installation address. Installation address is displayed by default, if it differs from domicile. Installation address is set for each active service. |
| Telephone number | Assigned phone number from virtual operator. Add numbers to the system in Settings Active services Mobile Numbers. |
| Price per month | Invoiced price per month base on selected tariff, or individual price. |
| Balance | Actual balance of client´s account. Positive number means an overpayment, and negative one is a debt. |
 Edit |
Service update in Client card. A new window is opened identical to adding new service. |
