The "Customer List (PC126)" is a report that contains a comprehensive list of all customers. This report can be filtered based on the activation date or disconnection date, state, customer account status, and plan type, such as lifeline, acp, or prepaid.
However, before running this report, it is important to ensure that you have the necessary permissions to access it. The required permissions include "Reports (PC224)," "All Reports (PC428)," and "Customer List (PC126)." Additionally, the user level access needs to be set up properly for the users who will run the report.
If you are not familiar with how to set up the appropriate permissions and user level access, you can refer to our user setting training for guidance. By following these steps, you can effectively use the Customer List report to gain insight into your customer base and make informed business decisions.
Fields on the report:
ACCOUNT NUMBER
ESN: SIM number that was assigned to the customer for activation
FIRST NAME: First name of the customer
LAST NAME: Last Name of the customer
ADDRESS1: Service address of the customer
ADDRESS2: Service address line 2 of the customer
CITY: City of the service address of the customer
STATE: Stat of the service address of the customer
ZIP: Zip code of the service address of the customer
ACTIVATION DATE: The date when the customer was activated in Telgoo5
ACCOUNT STATUS: This is the current account status of the customer in telgoo5
PLAN: The plan which you offer and customer selected to get
CARRIER: Network carrier on which customer was activated
MASTER AGENT NAME: Master agent of the agent who enrolled the customer
MDN: Telephone number that is assigned to the customer
ALTERNATE PHONE NUMBER: Customer's alternate number at which they can be contacted
EMAIL: Customer's email address at which all the email communications will be sent
WALLET BALANCE: Wallet balance in the customer's account
LAST PAYMENT DATE : Last date when customer made the payment