Where does the description under Accounts display

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Where does the description under Accounts display

Postby John Richard Procter » Mon Jun 27, 2011 8:55 pm

Where does the description under Accounts display on the reports?

Overview: User details associated to the Account Code:

When call data is received by TOPAZ and there is an account code,
then it will check which user details is associated to this account
and add the user to the TRAN file for this call, if no user is
linked, then the user linked to the extension is written to the
TRAN file. If the extension is not linked to a user, it will
display a blank "user".

Overview: Description linked to the Account Code:

If you enter a "Description" under [DATA -> ACCOUNTS], then
this description will be written to the user field in the TRAN file,
instead of the user name linked to that account code, as explained
above. If the Description field has a value, this is the first
option for the user name associated to the call, when the account
code is used.

TOPAZ Report: Description linked to the Account Code:

When you now pull a report, it will show the "description" under the
USER column on the report. If you do summary report grouped by USER,
each page will start with the "Description" as the user name.

Maintenance: Description linked to the Account Code:

The description will only apear under user, for all calls made after
the change was made. If the user field was blank, before the changes,
you can do a "Update TRX File..." to get the description value on the
TRAN file under the user field.
John Richard Procter
 
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Joined: Tue May 03, 2011 2:02 pm

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