Managing customers
Table of Contents
How-to guide
Update the information for a customer by clicking their name from your list of customers.
You can then change the following:
- Company name of the customer
- Customer contact information
- Customer permissions for outbound calling (whether they can make international / premium UK calls)
- Customer contract length (also resets contract start date)
Deleting a customer
You can delete a customer by clicking on ‘Permissions’ from the customer menu and then pressing the ‘Delete Customer’ button.
Note: once a customer has been deleted, this cannot be undone.
Troubleshooting
If you are not able to update the details of a customer, please check the following:
- You have completed all required fields (Full Name, E-mail Address)
- The e-mail address that you have entered is valid and unique (not already been used within PhoneLine+)
If you are still having issues, please contact the PhoneLine+ support team.