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Working with Account Codes
Assign an account code to an outgoing
interaction using the Account Code field
The Account Code field is disabled when the
Number field is empty. You must enter the
recipient’s telephone number before you enter
the account code.
Note: You can use the Properties window to
set an account code for any incoming or
outgoing interactions, but you can only use the
Account Code dropdown menu for outgoing
interactions when you use the Make Call
button, Number: field, or drag and drop from
an IC directory.
1. Open Interaction Client .NET Edition and in
the Number: field, type the phone number
you want to call.
Note: You can also drag and drop a
directory entry into the Number: field. The
system will copy the contact’s default
number into the Number: field.
2. Click the arrow at the end of the Account
Code field and highlight the account code
you want to assign to this interaction.
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3. Click the Make Call button or press Enter. The
code you assigned to the interaction appears in
the Account Code column of your queue.
Assign an account code to an outgoing
interaction using the Properties window
1. Open Interaction Client .NET Edition and in the
Number: field, type the phone number you want
to call.
Note: You can also drag and drop an IC directory
entry into the Number: field. The system will copy
the contact’s default number into the Number:
field.
2. Right-click the interaction and choose Properties
from the menu that appears. The Interaction
Properties window opens (Figure 15).
3. In the Interaction Properties window, click the
arrow at the end of the Account Code field and
highlight the account code you want to assign to
this interaction.
4. Click the
in the top right corner of the
Interaction Properties window to close it. The
code you assigned to the interaction appears in
the Account Code column of your queue.
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