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Interaction Connect Help
Working with Account and Wrap-Up Codes
If you have the appropriate rights, you can assign account codes to interactions. These account codes are useful for reporting and billing purposes. For more information, see Understanding Account Codes.
Requirements
for Assigning Codes:
To display Account Code fields, you need the View
Account Codes Access Control right.
To assign an Account Code to an interaction, you need the Account
Code Verification Security right.
To see the Advanced Dialing Options
dialog box, enable the Add account codes
or workgroup when dialing configuration option in Calls
Configuration
To display the Account
code and Wrap-Up
code columns in My Interactions, you need the View
Queue Columns Access Control right.
To assign a Wrap-Up code, you must be a member of a workgroup for which
Wrap-Up codes are configured and active.
Administrators can create and configure Account Codes in Interaction Connect.
Requirements
for Configuring Account Codes:
To display the Account Codes view, you need the Master
Administrator right or Administrator
Access rights to at least one account code.
If you have Administrator Access to All
account codes, you can view, edit, delete, or add any account code.
If you have Administrator Access to only the account codes in selected
Access Control Groups, you can
view, edit, delete, or add account codes only for those Access Control
Groups.
If you have Administrator Access only to selected
account codes, you can view, edit, or delete only those account
codes. You cannot add any account codes.
This section provides background information on account codes and Wrap-Up codes and how they are used in this CIC client.
Related Topics