Customer Action Drop-down Menus

Customer Action drop-down menus have been segmented according to Service Type.

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The Direct Routing sub-menu includes the following options:

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Add Customer: Opens the Onboarding Wizard

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Open UMP Page: Opens the Main Tenant portal M365 Users page

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The Device Manager sub-menu includes the following options:

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Open Management Page: Opens the Device Manager Pro dashboard.

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Add Customer: Opens the Onboarding form.

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The Zoom sub-menu includes the following options:

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Opens the Qualified Leads page for managing new leads and existing customers.

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Opens the Number Management page for managing phone number assignments.

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The Operator Connect sub-menu includes the following options:

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Edit Service Provider Settings: Opens the Service Provider Contact Details and market offers.

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Open UMP page: Opens the Main Tenant portal M365 Users page.

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Download JSON: Downloads the JSON configuration file including the Service Provider settings.

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Open Qualify Leads page: Opens the Qualify Leads page for managing new leads and existing customers.

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Open Number Management Page: Opens the Number Management page for managing phone number assignments.