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Configure Account Code Entry

Users can enter account codes against incoming and outgoing calls to associate those calls with a particular client or account. Once entered, account codes are logged in the call records kept by your Service Provider and can be provided to you on request. You can enable and disable the Account Code feature for your business and specify the minimum and maximum valid account code length.

To use the Account Code feature, a user must have a memory key programmed with the Account Code feature or be using a phone key profile that has been programmed with the Account Code feature. See Add a Phone Key Profile and Program Memory Keys in the Phone User Guide.

To enable account code entry for your business, follow these steps:

  1. Click Business Details in the left menu.
  2. Scroll down to the Account Codes section.
  3. Select the Enabled option in the Account Codes list.
  4. Enter the minimum number of digits that an account code can contain in the Min Account Code Length field.
  5. Enter the maximum number of digits that an account code can contain in the Max Account Code Length field.
  6. Click Save.
Minimum and maximum account code length cannot be less than 1 or greater than 20.


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Document Version: Final 1.0
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