Relationship Info

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.

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Key terms

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.