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Matrix NAVAN CNX200 System Manual
Account Codes
Account Codes are a very useful feature for business consultants or law firms or advertising and media agencies,
and similar industries, which interact 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, which is entered in the Account Name List.
With an Account Code Number and Name assigned, whenever calls are made to the client or to a third party on
behalf of the client,
•
The extension user dials the Account Code Number or Name assigned to the client.
•
The extension user may dial the Account Code
before
dialing the external number.
Or,
when
in speech
with the client/third party (by putting the party on hold).
•
Call details for these calls are recorded 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.
To illustrate this with an example: An advertising media agency makes nearly 100 calls every day to and
on behalf of its clients that include 'Midas Business Solutions', 'Jet-Set Holidays', 'Bacchus Vineyard',
among several others.
Now, the agency can assign a three-digit account code to Midas Business Solutions, e.g. '001' and enter
the name code 'Midas Biz' in the Account Name List. The same can be done for all other clients. Each time
someone in the agency makes a call to Midas, they may dial either the account code '001' or the account
name 'Midas Biz'. The account code/account name can be dialed either before dialing out the number or
when in speech with the client.
The NAVAN 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.
Summary of Contents for NAVAN CNX200
Page 1: ...NAVAN CNX200 System Manual ...
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Page 3: ...NAVAN CNX200 Office in a Box Solution for Small Businesses System Manual ...
Page 26: ...16 Matrix NAVAN CNX200 System Manual NAVAN CNX226 3G NAVAN CNX226 2G2 ...
Page 27: ...Matrix NAVAN CNX200 System Manual 17 NAVAN CNX208 3G2 NAVAN CNX244 3G2 ...
Page 28: ...18 Matrix NAVAN CNX200 System Manual Application of NAVAN ...
Page 118: ...108 Matrix NAVAN CNX200 System Manual To exit the SA mode click Logout on the top of the page ...
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Page 419: ...Matrix NAVAN CNX200 System Manual 409 1 Click Device Settings Location1 to expand options ...
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Page 900: ...890 Matrix NAVAN CNX200 System Manual Pick up the handset Dial 1070 Replace handset ...
Page 912: ...902 Matrix NAVAN CNX200 System Manual Exit System Administrator mode ...
Page 930: ...920 Matrix NAVAN CNX200 System Manual Replace handset ...
Page 994: ...984 Matrix NAVAN CNX200 System Manual You may log out of Jeeves ...
Page 1072: ...1062 Matrix NAVAN CNX200 System Manual To Retrieve Message Wait Pick up the handset Dial 1077 ...
Page 1086: ...1076 Matrix NAVAN CNX200 System Manual To resume outgoing speech Press Flash Key Dial 1052 ...
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Page 1308: ...1298 Matrix NAVAN CNX200 System Manual The End IP Address ...
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Page 1356: ...1346 Matrix NAVAN CNX200 System Manual NAVAN Features tested on IP Phones of different Brands ...
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