Matrix ETERNITY NE - Account Codes

Matrix ETERNITY NE System Manual 303
Account Codes
What's this?
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.
To illustrate this with an example: An advertising media agency makes nearly 100 calls every day to and
on behalf of its clients that include 'Midas Business Solutions', 'Jet-Set Holidays', 'Bacchus Vineyard',
among several others.
Now, the agency can assign a three-digit account code to Midas Business Solutions, e.g. '001' and the
enter the name code 'Midas Biz' in the Account Name List. The same can be done for all other clients.
Each time someone in the agency makes a call to Midas, they may dial either the account code '001' or the
account name 'Midas Biz'. The account code/account name can be dialed either before dialing out the
number or when in speech with the client.
The ETERNITY NE supports as many as 999 Account Codes.
Forced Account Code
The ETERNITY NE can be configured to prompt extension users to dial the Account Code whenever they grab a
trunk to dial out a number. The system will allow extension users to dial out numbers only when after they have
dialed the Account Code or Name. Hence the name Forced Account Code for this feature.
The Forced Account Code works in the following manner:
• an extension user dials out the number or the Trunk Access Code to grab a trunk.
• ETERNITY NE displays the Account Name List on the DKP of the extension user.