Customer Codes
📖 Introduction
Customer Codes (also called Account Codes) allow users to tag calls with a billing code. This is useful for cost allocation, client billing, or project tracking.
Example: Before making a client call, user enters codeACME-001 so the call appears in reports under that client.
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🎯 Common Use Cases
| Scenario | Customer Code | |
|---|---|---|
| Bill client for calls | Client project code | |
| Department accounting | Department code | |
| Case/ticket tracking | Case number | |
| Project billing | Project ID |
🖥️ Accessing the Module
Navigation:PBX → Class of Service → Customer Codes
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📝 Form Fields
| Field | Description | Example | |
|---|---|---|---|
| Name | Code description | Acme Corporation | |
| Code | Billing code | ACME-001 | |
| Client | Associated client | Acme Corp | |
| Validate | Require entry before outbound | No | |
| Enabled | Code is active | Yes |
🚀 Practical Example
Track Calls for Client Billing
- Create customer code
ACME-001for Acme Corporation - Configure extensions to prompt for customer code on outbound calls
- When user dials, they enter
ACME-001 - CDR reports show all calls tagged with that code
- Bill client based on CDR totals
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💡 Tips
TIP
Use consistent naming: CLIENT-PROJECTNUMBER format works well.TIP
Review CDR reports: Filter by customer code for billing.---
🔗 Related Modules
- CDR Reports — Filter by customer code
- Extensions — Account code settings
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