How to Use the CSR Template
As your partition is a wholesale account, we are unable to provide a Customer Service Record (CSR) for you or your customers.
However, we have created the attached template that you may use for your customers should you wish to provide them with a CSR.
I. Customer Information
Please ensure that you have the customer's billing address and their name as it is shown on RingOS under their billing contact under the billing tab.
II. Customer Phone Numbers
List all DIDs that the customer has under this section.
You may find the list of the DIDs that are currently assigned to the customer by going to the customer's numbers tab.
If you wish to download your DID inventory, you may do so as follows:
1. Click on Admin
2. Go to DID Inventory
3. Click on the download icon (located next to the search icon)
4. Select which option you would like to download (select 'All Assigned' to view all of the DIDs in your inventory, regardless of status)
5. Click Download
Once the file is downloaded, you will be able to open it in Excel and filter by customer as necessary.
With the list of DIDs, please add them to the 'Customer Phone Numbers' section.
III. Save As PDF
Once you have successfully filled out all the information, be sure to add your logo on the top left to customize it.
You may then save the file as a PDF and provide it to your customer as their CSR.
However, we have created the attached template that you may use for your customers should you wish to provide them with a CSR.
I. Customer Information
Please ensure that you have the customer's billing address and their name as it is shown on RingOS under their billing contact under the billing tab.
II. Customer Phone Numbers
List all DIDs that the customer has under this section.
You may find the list of the DIDs that are currently assigned to the customer by going to the customer's numbers tab.
If you wish to download your DID inventory, you may do so as follows:
1. Click on Admin
2. Go to DID Inventory
3. Click on the download icon (located next to the search icon)
4. Select which option you would like to download (select 'All Assigned' to view all of the DIDs in your inventory, regardless of status)
5. Click Download
Once the file is downloaded, you will be able to open it in Excel and filter by customer as necessary.
With the list of DIDs, please add them to the 'Customer Phone Numbers' section.
III. Save As PDF
Once you have successfully filled out all the information, be sure to add your logo on the top left to customize it.
You may then save the file as a PDF and provide it to your customer as their CSR.
Related Articles
Number Port Out Processes and Inquiries
Port Out Processes On Mondays, a DID Port Out Report will be sent to the authorized contact of your partition with a list of DID(s) that may have ported away from your account the week before. This ticket is not only to inform you of the port out, ...Introduction to Local Number Portability
This article is to give a brief overview of LNP concepts and some commonly asked questions about porting and the porting process. Below is a brief table of contents of the information in this article. If you have any further questions or concerns ...Buy New Phone Number
New phone numbers are available from all 50 states and over 12600 rate centers. Use our Buy Number wizard to search our carrier’s live inventory and then select and assign numbers to an active service. All new numbers are instantly active. Search, ...Porting Phone Numbers
The RingLogix porting system is an automated self-service LNP management tool that allows Partners to submit port request directly to our underlying carriers. By following our simple 3 step wizard you can transfer your customers numbers quickly and ...E911 Location Services
Enhanced 911 or e911 is a service that allows the registration of a physical location to a VoIP or Wireless Phone Number. 911 calls with a caller ID of a registered number are then routed to the caller’s Local Public Safety Answering Point or PSAP, ...