Phone Manager Users Guide
Account Codes and PIN Restrictions
Using Account Codes
Account codes can be used to track calls to specific external numbers. For example, a solicitor's office
might want to record the amount of time spent on calls to a client for billing purposes. Each client is given
an account code and that code is used when making a call.
A key feature of Phone Manager is that you can use text account codes rather than just numbers.
Account codes entered with calls are only recorded by the system if they match an account code already
configured on the system. For a list of valid account codes see your system administrator.
To make a call using an account code:
1. Click Actions > Account Code.
2. In the Account Code field select the code from the drop down list to be assigned to the call. See your
system administrator for a list of valid account codes.
3. Select the external number to call
4. Click Call. The call is made.
If you receive the "Call Failed - Account Code Required" message whenever you make an outgoing call
without an Account Code this means your user account is configured to ensure that you always assign
an account code to an outgoing call. For more information, see your system administrator.
If the wrong account code is entered a warning message is given. The call continues to be processed
without an account code. You can assign an account code during a call.
To assign an account code during a call:
1. During the call click Actions > Account Code. The Account Code window opens.
2. Select the appropriate account code.
3. Click OK.
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15-600988 Issue 14b (14th June 2006)
Phone Manager User Guide
IP Office 3.2