Specifications

Setting Call Control Options
ShoreTel 7.5 Administration Guide 9 – 3
Account Codes
Account codes are typically used to assist ShoreTel users in the billing of their clients.
For example, if a law firm wants to keep track of the length of calls to their clients so
that they may later bill those client for services rendered, they can enter an account
code that corresponds to that client before dialing the client's phone number. At the
end of the call, the call length, time, and date are entered in a record, thus helping the
firm to keep track of the calls made to each of their clients.
Account Codes can vary in length and be flexibly formatted. You can configure the
system to require users to enter an account code for outbound calls in a mandatory or
optional fashion. In this way, the account code can also function to prevent
unauthorized employees from dialing long-distance numbers.
ShoreTel 7.5 introduced the concept of wildcard characters in the account codes. This
enhancement allows the system to surpass the previous limit of 50,000 account codes
so that an almost unlimited number of account codes can be supported. The wildcard
character – a question mark – can be entered in place of DTMF digits in the account
code.
The use of wildcards introduces less strict validation of the account code entered by the
user. Rather than checking each individual code, a length check is performed instead.
The introduction of wildcards into the account codes does not impact the ability of the
system to assign an account code to individual clients.
You can create account codes with non-numeric characters, but these characters are
discarded during code collection. The following table gives example account codes and
shows how the Account Codes Service interprets the code.
Account code collection is enabled on the basis of user groups, with the collection of
account codes set to be one of three states:
• Disabled
• Optional
• Forced
For information about account codes and User Groups, also refer to “User Groups” on
page 10-16 in Chapter 10.
Call Detail Reports include details of account codes associated with outbound calling.
Account Codes are associated with a configurable extension and have a dedicated user
group that defines ultimate call permissions and trunk group access.
A new user group named “Account Codes Service” is created for use by the Account
Codes Service. Since it is only intended for use by the Account Codes Service, this user
group does not appear in drop-down lists for the assignment of User Groups to users
and other objects such as workgroups. You can, however, change all attributes of the
Account Codes Service User Group except the fields indicating whether Account Codes
are disabled, optional, or required. Refer to “Add or Edit a Trunk Group” on page 7-2 in
Chapter 7.
Sample Account Code Recorded Code
Sales 200 200
1001-3 10013
1.234A 1234
3000 Exec 2 3002