Toshiba Release 4.0 manual Viewing account codes in the Call Log, Generating account code reports

Models: Release 4.0

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During a call. A user can press Flash to put a caller on hold, and then press *11 to enter an account code for the ongoing call. Users can use this command as many times as they want during a call to change or correct the account code for the call. The last account code entered is the one used.

This method is the way account codes are entered for inbound calls.

Before dialing a call. A user can press *11 before dialing a call to enter an account code for that call. The user picks up the phone and dials *11 <account code> <access code> <phone number>. In the following example, spaces are shown for clarity:

*11 8877 9 212 123 4567

In this example, 8877 is the account code and 9 is the access code.

Indicating the end of an account code

A user indicates the end of an account code by pressing #. If the user does not press #, the system automatically registers an account code as complete when the account code reaches the maximum number of digits or a time out expires (see “Setting general account code options” on page 10-3 for instructions on setting a maximum number of digits). If you have a high maximum number of digits and your account codes can be of variable lengths, you should encourage users to press # when they reach the end of an account code.

A user can cancel an account code entry while entering it by pressing *.

Viewing account codes in the Call Log ____________________

The Call Log contains an Account Code column that shows the account code associated with each call. If the Account Code column is blank, no account code was entered for the call.

Click the Account Code column header to sort the Call Log by account code.

Generating account code reports_________________________

For information about generating reports that show account code usage, see the Strata CS Call Center Administrator Guide.

You can also export the Call Log, with its account code information, to a .CSV file that you can view in most spreadsheet programs. See “Exporting the Call Log” on page 11-11.

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STRATA CS ADMINISTRATOR MANUAL

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Toshiba Release 4.0 manual Viewing account codes in the Call Log, Generating account code reports