Account codes allow users to mark a call with a 2 to 6 digit code. These codes may be useful for categorizing calls by call type, customer type, department, etc. For example, you may want to code calls to specific clients in order to easily identify them for billing. The Company Summary Report can be configured to include these codes.
IMPORTANT NOTE: Although the system prompt says to enter 2-6 digits, the system currently only supports up to 5 digits. Anything more than 5 digits will not be recognized. We are working to resolve this issue as soon as possible.
Account Codes can be applied to a call in the following ways:
| Before placing a call |
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| During a live call |
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The Account Code will be displayed in the 'Account Code' column within the Company Summary reports. This column is hidden by default and would need to be selected by the Admin within the Admin Portal, as follows:
Does the remote party hear the dial tones when the account code is applied during the call?
Yes, the remote party will hear the dial tones when dialing *51 and then entering the account code (but will not hear the prompt). You may put the call on hold prior to pressing *51 so the remote side will not hear the dial tones.
What happens if *51 is used when there's more than one concurrent call?
In the case of one active call and additional call(s) on hold, the account code will be applied to the active call. In case all the calls are on hold, the account code will be applied to the most recent one that was put on hold.
What happens if *51 is used more than once during a call?
The last account code that was applied overrides any previous account code(s).