Relationship - Relationship Info Page

This is the first page that will always be displayed when a Relationship is selected.

The following information is displayed on the Relationship Info page.

Key Terminology

Logo - A logo or image that represents the company in the relationship.

Relationship name  - The name of the relationship. This name usually contains a customer or vendor name. Click the relationship name.

Website - Typically, the customer’s company website.

Account Number - An optional field to help identify the customer or vendor.

Time zone - Typically, the time zone of the company’s corporate headquarters.

Address - Typically, the corporate headquarters address of the company in the relationship.

Primary phone number - Displays the phone number of the company’s primary contact.  

Current balance - The real-time balance for the Relationship.  For Customer Relationships a positive balance indicates how much money is owed to the Subscriber and a negative balance indicates how much available credit the customer has left. For Vendor Relationships a positive balance indicates how much money the Subscriber owes the Vendor a negative balance indicates how much available credit the Subscriber has left.

Last modifier - Displays the time when the most recent change to the relationship was made and the username of the person that made the change.

Billing cycle - Displays the billing cycle used for invoicing. The format for a Billing Cycle is XXNYY where XX is the number of days between invoices, N is “Net Due In”, and YY is the number of days after the invoice date when payment is due.

Trunk Groups - Displays the number of Trunk Groups in the relationship.

Last Invoiced - Displays the most recent date an invoice was generated in the relationship.

The Relationship Info page also shows relationship contacts. 

Key terms

CONTACT TYPE  The type of contact (Balance, Billing, NOC, Rate, Sales, or Trigger). See Contact Types for more information.

CONTACT NAME  The name of the contact.

EMAIL ID  The email address of the contact.

IM ADDRESS  The Instant message address of the contact. Currently, the IM Address is not used.

PHONE NUMBER  The phone number of the contact.

New contact

To add a new relationship contact, click the + Add Contact button. A new page displays. Fill in the fields.

To update a Relationship Contact click on the Contact Type to the left of the Contact’s Name. When finished with the updates click the Update Contact button. 

To delete a Relationship Contact, left-click the vertical ellipsis to the right of the contact’s Phone Number and select Delete. Finally, click on the Delete Contact button to confirm the deletion.