Mitel Version 5.7 SP1 Adding Account Code groups, Adding ANI

160 Chapter 6 Configuration
Adding Account Codes (in YourSite Explorer)
To add an Account Code
1. In YourSite Explorer, in the left pane, click YourSite.
2. Under Devices, click Account Codes.
3. Click Add.
4. Type a Name and Reporting number for the Account Code.
5. If the Account Code will be used as a call classification code, select the Use as Classification Code
check box.
NOTE: As a best practice, we recommend you name all call classification codes for easy
identification or group call classification codes in Account Code groups.
6. On the ribbon, click Save.
Adding Account Codes (in the Contact Center Management website)
To add an Account Code
1. In Contact Center Management, click YourSite=>Configuration.
2. On the configuration menu, click Account Code.
3. Click Add.
4. Select the employee ID that is associated with this Account Code.
5. Type a Name and Reporting number for the Account Code.
6. Click Save.
Adding Account Code groups
You can create Account Code groups to group similar Account Codes or to differentiate traditional Account
Codes and call classification codes. Agents can readily identify and select appropriate Account Codes using
the soft phone or Interactive Contact Center and supervisors can report on Account Code groups.
To add an Account Code group
1. In YourSite Explorer, in the left pane, click YourSite.
2. Under Devices, click Account Code Groups.
3. Click Add.
4. Type a Name and Reporting number for the Account Code group.
5. On the ribbon, click Save.
Associating Account Codes with Account Code groups
To associate an Account Code with an Account Code group
1. In YourSite Explorer, in the left pane, click YourSite.
2. Under Devices, click Account Code groups.
3. Select an Account Code group from the list.
4. On the Membership tab, under Available members, select an Account Code and click > to move the
Account Code to the Selected members list.
5. On the ribbon, click Save.
Adding ANI
You define area codes and corresponding regions on the ANI tab. The ANI window provides area codes used
to produce reports on the number of telephone calls originating from various geographical regions.
To add an ANI number
1. In Contact Center Management, click YourSite=>Configuration=>ANI.
2. Click Add.
3. Specify ANI identification information.
4. After Digits to follow, type the digits that follow the ANI number.
5. Click Save.