Filter
Top Products
10-2 STRATA CS ADMINISTRATOR MANUAL
BETA DOCUMENT - PRELIMINARY & CONFIDENTIAL
About account codes __________________________________
Strata CS allows you to track your phone traffic by having users enter an account
code for each call. Account codes can represent anything to do with your phone
traffic that you want to track. Users enter an account code on their telephone
keypads whenever they place a call or during a call. You can define the available
account codes and tell your users the codes they must enter under specific
circumstances.
Some of the ways you can use account codes are as follows:
n For billing clients. With account codes you can track the calls to various
customers whom you bill for the phone time you spend with them.
n For internal accounting. If phone bills are a significant part of your
company’s expenses, you can use account codes to perform detailed
expense analyses. For example, you can track phone use by department.
Account code information appears in the Call Log (see “Using the Call Log” on
page 11-7), and you can generate reports using the Strata CS Reporter that show
calls by account code. For information about the Strata CS Reporter, see Strata
CS Call Center Administrator Guide.
Example: Your office is working on the Gould case and the Avellanos case. You
give the Gould case an account code of 88 and the Avellanos case an account code
of 55. Whenever users place or receive calls relating to the Gould case, they enter
88. Whenever they place or receive calls relating to the Avellanos case, they enter
55. You can then run a report that sorts calls by account code and see the phone
traffic for the Gould and Avellanos cases separately. You can also run a report
that sorts by user, so that you can see how much phone time a specific user spent
on each case.