Matrix PRASAR UCS - Account Codes

Matrix PRASAR UCS System Manual 543
Account Codes
What's this?
Account Codes are very useful feature for organizations such as business consultants, law firms, advertising and
media agencies, and the like that cater to several clients, interacting 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 and programmed in the Account Name List.
Doing so, 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 Account Code may be dialed,
• before dialing the external number.
Or
• when in speech with the client/third party
• Details of these calls are recorded by the Account Code dialed 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.
• The PRASAR 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.