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Working with Account and Wrap-Up Codes

Requirements:

  • 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 the Calls Configuration properties details pane.

  • 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.

This section provides background information on account codes and Wrap-Up codes and how they are used in this CIC client.

Related Topics

Advanced Dialing Options

Assign Codes to an Interaction

Assign Codes to an Incoming Interaction

Assign Codes to an Outgoing Interaction

Understanding Account Codes