Phone Manager Users Guide
Using Account Codes
Using Account Codes
Account Codes allow your System Administrator to track calls to specific external numbers. For example, a solicitor's office may wish to record the amount of time spent on calls to a client for billing purposes. Each client is given an Account Code and that code is used when making a call.
A key feature of Phone Manager is that it allows the use of text account codes rather than just numbers.
Account codes entered with calls are only recorded by the system if they match an account code already configure on the system. Please refer to your System Administrator for a list of valid Account Codes.
To Make a Call Using an Account Code
1.From the Function menu select Account Code, or press F3
2.In the Account Code box enter the appropriate code.
To Assign an Account Code to a Call in Progress
1.To assign an Account Code to a call already in progress, select Account Code from the Functions menu or press F3.
2.Enter the appropriate Account Code in the dialogue box.
Account Code Required
If you receive the following message each time you make an outgoing call without an Account Code, then your User account has been configured to ensure you always assign an Account Code to an outgoing call - for further information please refer to your System Administrator.
Using an Account Code Once a Call is in Progress
1.From the Functions menu select Account Code
2.Enter the code to be assigned to this call in the Account Code box (please refer to your System Administrator for a list of valid Account Codes).
Phone Manager User Guide | Page 86 |
IP Office | 40DHB0002USAR Issue 13a (22nd September 2005) |