OTM Code reporting

[ciware]

Hello everyone,

We have recently moved from MAT to OTM. We have a tenant with a single DN on his 2008 set with three company names on that DN.

In the past, we were able to run reports from MAT that would break down his outgoing calls based on a code that he dials before he dials the actual phone number.

OTM is not doing this. We are only seeing a report for one of the companies, not the other two. He uses this to bill his clients for phone calls he makes (he's an attorney). So, he has a code number for each client.

How can I have OTM generate this ":Access Code Report" like MAT used to. I did not set up this system and just took over.

Thank you for your help!

 

[stt100]

Hello,

I am assuming that the lawyer uses account codes to identify different clients. These clients need to be added in the External Parties database. One first has to add the client name then press the apply button. Then you must add an asset type (right had section of form). Click on New Asset and select Account Code from the drop down box. Then insert the appropriate account code. Then one can run the account code summary and account code reports. You may even want to create a new configuration for him (using the same data) then you can uplift these calls on the lawyer's behalf.

Good luck.
ST100

 

[ciware]

I do have his names programmed. I need to know how to run the "Accout Code" reports. I can't find it anywhere in OTM. I've gone all through the reporting module, but I can't find anything for that.