Customer Information Collector

Admin Settings - Configure Customer Data

Admin settings saved successfully!

Instructions: Fill in the fields below to configure settings for your customer. These values will be saved and pre-populated in the customer form.

Domain

Timezone

Caller ID Number

Caller ID Name

911 Caller ID

Dial Plan

Share Settings with Team

Instructions: After saving your settings, click "Generate Shareable Link" to create a link that customers can use. They won't need to enter these settings manually.

Customer Information

CSV file has been downloaded successfully!

Instructions: Please fill in all the fields marked with an asterisk (*). Your login will be automatically generated from your extension and domain.

Current Extension

First Name

Last Name

Email Address

Voicemail PIN

Portal Password

Department

Site

Area Code

Department Team Members

Instructions: Add the information for each person in your department. You can add multiple team members.

CSV Data Preview

Note: Fill in the admin settings first, then the customer form to see a preview of the CSV data that will be exported.

Fill in the forms above to see preview

Customer Information Form

Admin Access: Enter password to configure customer settings.

Admin Password