We need to use Account Codes when making outbound calls to customers. This was possible in PureConnect but I do not see any equivalent in PureCloud?

Anyone using similar account code functionality for billing customers in PureCloud?

Thanks,
Marian
#Unsure/Other

------------------------------
Marian OConnell
------------------------------

Is the account code part of the contact list?  If so, it's available in the contact list properties in the outbound flow.  https://help.mypurecloud.com/articles/configure-outbound-settings/

------------------------------
Melissa Bailey
Genesys - Employees
------------------------------

Original Message:
Sent: 02-18-2019 09:09
From: Marian OConnell
Subject: Account Codes

We need to use Account Codes when making outbound calls to customers. This was possible in PureConnect but I do not see any equivalent in PureCloud?

Anyone using similar account code functionality for billing customers in PureCloud?

Thanks,
Marian
#Unsure/Other

------------------------------
Marian OConnell
------------------------------

I added the Account Code as a column to the Contact List and it came in to the Contact Lists properties when creating an Outbound Call Flow in Architect. Pulled it through a script for agents then. Thanks very much for the help Melissa

------------------------------
Marian OConnell
Wren Data Ltd.
------------------------------

Original Message:
Sent: 02-19-2019 09:32
From: Melissa Bailey
Subject: Account Codes

Is the account code part of the contact list?  If so, it's available in the contact list properties in the outbound flow.  https://help.mypurecloud.com/articles/configure-outbound-settings/

------------------------------
Melissa Bailey
Genesys - Employees

Original Message:
Sent: 02-18-2019 09:09
From: Marian OConnell
Subject: Account Codes

We need to use Account Codes when making outbound calls to customers. This was possible in PureConnect but I do not see any equivalent in PureCloud?

Anyone using similar account code functionality for billing customers in PureCloud?

Thanks,
Marian
#Unsure/Other

------------------------------
Marian OConnell
------------------------------

Is there any way to use Account Codes outside of Campaigns? Being able to select an account code for a normal outbound call?

------------------------------
Marian OConnell
Wren Data Ltd.
------------------------------

Original Message:
Sent: 02-20-2019 07:07
From: Marian OConnell
Subject: Account Codes

I added the Account Code as a column to the Contact List and it came in to the Contact Lists properties when creating an Outbound Call Flow in Architect. Pulled it through a script for agents then. Thanks very much for the help Melissa

------------------------------
Marian OConnell
Wren Data Ltd.

Original Message:
Sent: 02-19-2019 09:32
From: Melissa Bailey
Subject: Account Codes

Is the account code part of the contact list?  If so, it's available in the contact list properties in the outbound flow.  https://help.mypurecloud.com/articles/configure-outbound-settings/

------------------------------
Melissa Bailey
Genesys - Employees

Original Message:
Sent: 02-18-2019 09:09
From: Marian OConnell
Subject: Account Codes

We need to use Account Codes when making outbound calls to customers. This was possible in PureConnect but I do not see any equivalent in PureCloud?

Anyone using similar account code functionality for billing customers in PureCloud?

Thanks,
Marian
#Unsure/Other

------------------------------
Marian OConnell
------------------------------

That is not a standard feature, no. 

Going the long way around, you could probably do something with an external data source, a script, an intermediary web service...but it would all be a customization.

There are also various integrations from PureCloud to CRM systems that you might be able to use, both built-in and available from the AppFoundry:

https://appfoundry.genesys.com/#/filter/purecloud

------------------------------
George Ganahl CCXP, GCA
Principal Technology Consultant
Genesys
------------------------------

Original Message:
Sent: 02-20-2019 09:26
From: Marian OConnell
Subject: Account Codes

Is there any way to use Account Codes outside of Campaigns? Being able to select an account code for a normal outbound call?

------------------------------
Marian OConnell
Wren Data Ltd.

Original Message:
Sent: 02-20-2019 07:07
From: Marian OConnell
Subject: Account Codes

I added the Account Code as a column to the Contact List and it came in to the Contact Lists properties when creating an Outbound Call Flow in Architect. Pulled it through a script for agents then. Thanks very much for the help Melissa

------------------------------
Marian OConnell
Wren Data Ltd.

Original Message:
Sent: 02-19-2019 09:32
From: Melissa Bailey
Subject: Account Codes

Is the account code part of the contact list?  If so, it's available in the contact list properties in the outbound flow.  https://help.mypurecloud.com/articles/configure-outbound-settings/

------------------------------
Melissa Bailey
Genesys - Employees

Original Message:
Sent: 02-18-2019 09:09
From: Marian OConnell
Subject: Account Codes

We need to use Account Codes when making outbound calls to customers. This was possible in PureConnect but I do not see any equivalent in PureCloud?

Anyone using similar account code functionality for billing customers in PureCloud?

Thanks,
Marian
#Unsure/Other

------------------------------
Marian OConnell
------------------------------

A bit of a configuration pain, but you could have a separate Queue for each Account Code you require and your agents could place calls through these queues. Should give you the stats you need for billing.

Alternatively, you could use Wrap Up codes for outbound calls. Would mean they would only be related to the Client name though and not give you any meaning to the outcome of the call.


------------------------------
Craig Stevenson
https://www.linkedin.com/in/craig-stevenson-contact-centre-cx-specialist-b5249996/

QPC UK
https://www.linkedin.com/company/qpc/
------------------------------

Original Message:
Sent: 02-20-2019 10:58
From: George Ganahl
Subject: Account Codes

That is not a standard feature, no.

Going the long way around, you could probably do something with an external data source, a script, an intermediary web service...but it would all be a customization.

There are also various integrations from PureCloud to CRM systems that you might be able to use, both built-in and available from the AppFoundry:

https://appfoundry.genesys.com/#/filter/purecloud

------------------------------
George Ganahl CCXP, GCA
Principal Technology Consultant
Genesys

Original Message:
Sent: 02-20-2019 09:26
From: Marian OConnell
Subject: Account Codes

Is there any way to use Account Codes outside of Campaigns? Being able to select an account code for a normal outbound call?

------------------------------
Marian OConnell
Wren Data Ltd.

Original Message:
Sent: 02-20-2019 07:07
From: Marian OConnell
Subject: Account Codes

I added the Account Code as a column to the Contact List and it came in to the Contact Lists properties when creating an Outbound Call Flow in Architect. Pulled it through a script for agents then. Thanks very much for the help Melissa

------------------------------
Marian OConnell
Wren Data Ltd.

Original Message:
Sent: 02-19-2019 09:32
From: Melissa Bailey
Subject: Account Codes

Is the account code part of the contact list?  If so, it's available in the contact list properties in the outbound flow.  https://help.mypurecloud.com/articles/configure-outbound-settings/

------------------------------
Melissa Bailey
Genesys - Employees

Original Message:
Sent: 02-18-2019 09:09
From: Marian OConnell
Subject: Account Codes

We need to use Account Codes when making outbound calls to customers. This was possible in PureConnect but I do not see any equivalent in PureCloud?

Anyone using similar account code functionality for billing customers in PureCloud?

Thanks,
Marian
#Unsure/Other

------------------------------
Marian OConnell
------------------------------

Thanks Georg & Craig.
Will have a look at your suggested workarounds and see what works best.

------------------------------
Marian OConnell
Wren Data Ltd.
------------------------------

Original Message:
Sent: 02-20-2019 11:08
From: Craig Stevenson
Subject: Account Codes

A bit of a configuration pain, but you could have a separate Queue for each Account Code you require and your agents could place calls through these queues. Should give you the stats you need for billing.

Alternatively, you could use Wrap Up codes for outbound calls. Would mean they would only be related to the Client name though and not give you any meaning to the outcome of the call.


------------------------------
Craig Stevenson
https://www.linkedin.com/in/craig-stevenson-contact-centre-cx-specialist-b5249996/

QPC UK
https://www.linkedin.com/company/qpc/

Original Message:
Sent: 02-20-2019 10:58
From: George Ganahl
Subject: Account Codes

That is not a standard feature, no.

Going the long way around, you could probably do something with an external data source, a script, an intermediary web service...but it would all be a customization.

There are also various integrations from PureCloud to CRM systems that you might be able to use, both built-in and available from the AppFoundry:

https://appfoundry.genesys.com/#/filter/purecloud

------------------------------
George Ganahl CCXP, GCA
Principal Technology Consultant
Genesys

Original Message:
Sent: 02-20-2019 09:26
From: Marian OConnell
Subject: Account Codes

Is there any way to use Account Codes outside of Campaigns? Being able to select an account code for a normal outbound call?

------------------------------
Marian OConnell
Wren Data Ltd.

Original Message:
Sent: 02-20-2019 07:07
From: Marian OConnell
Subject: Account Codes

I added the Account Code as a column to the Contact List and it came in to the Contact Lists properties when creating an Outbound Call Flow in Architect. Pulled it through a script for agents then. Thanks very much for the help Melissa

------------------------------
Marian OConnell
Wren Data Ltd.

Original Message:
Sent: 02-19-2019 09:32
From: Melissa Bailey
Subject: Account Codes

Is the account code part of the contact list?  If so, it's available in the contact list properties in the outbound flow.  https://help.mypurecloud.com/articles/configure-outbound-settings/

------------------------------
Melissa Bailey
Genesys - Employees

Original Message:
Sent: 02-18-2019 09:09
From: Marian OConnell
Subject: Account Codes

We need to use Account Codes when making outbound calls to customers. This was possible in PureConnect but I do not see any equivalent in PureCloud?

Anyone using similar account code functionality for billing customers in PureCloud?

Thanks,
Marian
#Unsure/Other

------------------------------
Marian OConnell
------------------------------