580 Matrix ETERNITY NE System Manual
Account Codes
Account Codes are a very useful feature for business consultants, law firms, advertising and media agencies, and
the like, which interact with third parties on behalf of their clients. Such organizations need to keep track of calls
made to and on behalf of each client.
An 'Account Code' is a unique three-digit number that an organization can assign to each of its clients. Each
Account Code may be given a name, which is entered in the Account Name List.
With an Account Code and Name assigned, whenever calls are made to the client or to a third party on behalf of the
client,
• The extension user dials the Account Code or Name assigned to the client.
• The extension user may dial the Account Code before dialing the external number,
Or
when in speech with the client/third party (by putting the party on hold).
• Call details for these calls are recorded in the Station Message Detail Recording Report (SMDR) for
Outgoing Calls.
• The SMDR report can be printed using the Account Code as filter.
This way, the organization can know the details of calls made to and on behalf of each client.
SARVAM UCS supports as many as 999 Account Codes.
How it works
For example, an advertising media agency makes nearly 100 calls every day to and on behalf of its clients that
includes 'Midas Business Solutions', 'Jet-Set Holidays', 'Bacchus Vineyard'.
• Assign a three-digit account code to Midas Business Solutions, for instance '001' and the name code
'Midas Biz' in the Account Name List.
• Assign a three-digit account code to Jet-Set Holidays, for instance '002' and the name code 'Jet' in the
Account Name List.
Case 1: Applying same Account Code
• A, a person from advertising media agency makes a call to Midas Business Solutions and talks to the
secretary B. During an ongoing conversation A dials the account code 001. In between, A needs to consult
the manager C. Therefore, A presses the Transfer key to put B on Consultation hold and dials the
number of C. Account code 001 will be applicable to the second call made to C also.
Case 2: Applying different Account Codes
• A, a person from advertising media agency makes a call to Midas Business Solutions and talks to the
secretary B. During an ongoing conversation A dials the account code 001. In between, A needs to talk to
another client, say Jet-Set Holidays D. Therefore, A pressed the Call Hold key to put B on Exclusive/
Global hold and dials the number of D. While in speech with D, A dials account code 002. Here, Account
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