Viewing the list of accounts

To view the list of accounts, go to Accounts (see Navigation).

The Accounts page includes the following groups:

• The search bar (see Searching and filtering). Filtering is available by any column and by the following attributes:

  • Manager — filtering by a manager linked to accounts (see Staff management).

  • Financial blocking threshold — filtering by a range of which the account balance can be negative without moving an account to the Credit hold status (see Credit hold of the account).

• The list of accounts with the following columns:

  • ID — the unique identification number of an account.
  • Name — the name of an account.
  • Balance — the current value of the account balance.
  • Current debt — the total debt for all postpaid subscriptions in the current financial period, excluding payments issued for the previous financial period.
  • Status — one of the following account statuses:
    

    • Active — an account can order and manage subscriptions.

    • Administrative hold — an account is blocked manually by a manager (see Moving an account to the administrative hold).

    • Credit hold — an account is blocked automatically due to a debt on the account balance (see Credit hold of the account). The terms of the credit hold are set in an account class (see Account classes).

    • Deleted — an account is deleted manually by a manager (see Deleting an account).

  • Account class — the account class (see Account classes).
  • Account type — the account type (see Account types).
  • Created at — the date and time when an account is created.
  • Country — the country specified in the account address information (see Contact information in Viewing and updating account's details).
  • City — the city specified in the account address information.
  • Phone — the phone number specified in the account address information.
  • Owner — the full name of the Owner of an account (see Contact person in Viewing and updating account's details).
  • Owner email — the email address of the Owner of an account.

  • Self-registration — indicates whether an account is created by completing the self-registration process in the Customer Control Panel (see Quick and full registration) or by a manager via the Operator Control Panel (see Creating an account). By default, the column is not displayed.

    For all accounts created before the release date of the ActivePlatform v. 4.3 (see Release Notes), Self-registration = No.

  • Work permit for postpaid — the permission of an account to order postpaid subscriptions (see Managing account's permission to use the Postpay model). The column is displayed when Allow an account to order a postpaid subscription = Manually (see General system settings), and customers should get approval from their managers to order postpaid subscriptions. The possible values are:
  • • Verification not performed — an account did no order postpaid subscriptions to a commercial period when the manual approval from a manager was expected.
    • Approval required — an account attempted to order the first postpaid subscription to a commercial period when the manual approval from a manager was expected. The account is under review by its manager.
    • Declined — a manager denied an account to order postpaid subscriptions to a commercial period. In this case, in the Customer Control Panel, for the account, information about the prohibition is not displayed. Instead of that, the message that the account is still under review is displayed.
    • Approved — a manager allowed an account to order postpaid subscriptions to a commercial period.
  • Additional attributes created for the account entity (see Viewing the list of attributes). By default, these columns are not displayed.