Assigning client codes to phone calls

Overview

Note: This feature needs to be enabled on your account by Zoom. After contacting support, please allow up to 3 business days for the feature to be enabled.

Account owners and admins can assign client codes to calls in the call log. This makes it easier for service organizations to bill customers based on the duration of a call. For an accounting firm that bills per hour for consultations, the firm can assign a client code to a specific call to make it easier to identify the call when billing the client.

This article covers:

• Assigning a client code using logs (admin)
• Assigning a client code using call history (phone user)

Prerequisites

• Feature enabled by Zoom
• Zoom Phone license

Assigning a client code using logs (admin)

After a call is finished, you can use the call log to assign a client code to the call.

Note: After assigning a client code, the code can be viewed by the associated phone user of the call.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Phone System Management then Logs.
3. Click the ellipses icon (...) in the right-side column, then click Add Client Code or Edit Client Code (if there's an existing client code assigned).
4. Enter a 3 to 16 digit number.
5. Click Save.

Assigning a client code using call history (phone user)

Note: After assigning a client code, the code can be viewed or edited by Zoom Phone admins.

1. Sign in to the Zoom web portal.
2. Click Phone.
3. Click the History tab.
4. Click the ellipses icon (...) in the right-side column, then click Edit Client Code.
5. Enter a 3 to 16 digit number.
6. Click Save.