Customer Portal

PRINCIPAL-IT unified communications solutions makes working remotely feels no different than working in the office with our online customer portal.

Customer Portal

Features

Account Management

Manage your account including company name, sales reps, agents/partners, billing email, technical email, contracts, and orders.


Automated Billing System

Features include monthly billing, automated credit card charges, Dunning, and A/R.


Case Management/LNP

View the status of existing Number Porting Cases, submit new ones, assign Case ID's, and search for cases using advanced options.


Click-to-Dial (API Token*)

Browser plugins enable Click-to-Dial functionality for the following browsers:

  • Microsoft Internet Explorer
  • Google Chrome
  • Safari
  • Mozilla Firefox (July 2014)


Detailed Accounting

Track orders, invoices, and online billing, including sales proposals, orders, invoices, payments, credits, refunds, and automated monthly billing and dunning systems.


Endpoint Template Management

Create and modify configuration templates for any phone or endpoint on the market.


Message Center

Broadcast communications to Service Providers and Customers.


Operator Console

Web-based presence and call control application that allows users to drag and drop calls to and from other extensions, parking lots, conference bridges, or out of the Call Center queues. There is also access to voicemail, Click-to-Dial and chat functions. The console's contact list may be built "on the fly" or imported from another source.


Shared Line Appearance Hunt Group

In addition to the above shared line features, there is the ability to group lines into a "busy roll-over" hunt group. This feature allows calls to be presented to the next available line in the group.


Test My Connection

A diagnostic tool that allows your customers to test their own broadband connection for VoIP quality, suitability, and firewall port status from within their portal or via a URL.


URL Agent (API Token*)

Enables inbound calls to a user's extension to manually or automatically display a Screen Pop from a 3rd party web application.


User Dashboard (coming soon)

A web-based user interface that allows users to configure their Hosted PBX, create Call Groups and Queues, plus view call detail records, billing information, voicemail options, and more.


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