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An account is a record that represents a logical grouping of contacts. The Account section of the Configure tab enables you to manage and configure accounts. The Account List window enables you to view, create, modify, delete, export, and import accounts.

Expand
titleFiltering Accounts
  • If you cannot easily find an account in the table, click the Advanced Search icon Image Added, and then, in the Advanced Search window, specify values in the fields, and then click Apply. You can select multiple values in some of the search fields.
  • If customized account filters (account views) are created for you, you can use them to segment, track, prioritize, or manage accounts. Account views are available in the search box.
  • If the search box displays the label Select a predefined view, all accounts appear in the table.
  • After selecting an account view in the search box, if you want to view all accounts, click the Clear Account View icon Image Added.


Expand
titleCustomizing the Account Table
  • To sort the account values in a column in ascending or descending order, click the column heading once or twice as required. Alternatively, on the Configure tab, you can click the arrow next to the column heading, and then click Sort Ascending or Sort Descending.
  • To display only certain columns, click the arrow next to any column heading, click Columns, and then clear the checkboxes next to the columns that you do not want to be displayed in the table.
  • To filter the accounts based on a column, click the arrow next to the column heading, click Filters, and then specify the text based on which you want to filter the accounts.


Expand
titleViewing the Details of an Account

To view the details of an account, in the Account List window, double-click the row displaying the account. 

Info

The Interactions tab of an account displays the interactions associated with all the contacts linked to the account. By default, only the interactions that were connected to an agent appear. To view the interactions that were not connected to an agent, clear the Exclude Non Agent checkbox on the Interactions tab.



Expand
title
Expand
titleCreating an Account

To create an account:

  1. In the Accounts window, click the Account List window, click New.
    The The New Account window  window appears.

  2. Specify values in the fields as required.
    .

    Info

    For information about the fields, see the Account Fields section.


  3. Click Click Save.
    A message stating that the account is created appears. The details of the account appear in the Accounts windowthe Account List window.

Infotip
iconfalse
  • You can create another account by using the the New button button.
  • You can switch to viewing the table that displays accounts by clicking the Close icon Image Added.



Expand
titleCreating a Contact, Note, or Ticket for an Account

To create a contact,

ticket

note, or

note

ticket for an account

by using the Contact, Ticket, or Note option of the New menu.
  • You can associate an account with an existing contact or ticket by using the Contact or Ticket option of the Link menu.
  • You can delete an account by using the Delete option of the More menu.

    • , in the Account List window, double-click the row displaying the account, and then, on the New menu, as required, click Contact, Note, or Ticket.


    Expand
    titleLinking an Account to Contacts or Tickets

    To link an account to multiple contacts or a ticket, in the Account List window, double-click the row displaying the account, and then, on the Link menu, as required, click Contact or Ticket. 

    Tip
    iconfalse
    • The interactions associated with all the contacts linked to the account appear on the Interactions tab.
    • You can unlink the account from the contact or ticket by using the Unlink icon Image Added, which appears in the Unlink column on the Contacts or Tickets tab.



    Expand
    titleModifying an Account

    To modify an account, in the Account List window, double-click the row displaying the account, modify the values as required, and then click Save.


    Expand
    titleDeleting an Account

    To delete an account, in the Account List window, double

  • You can switch to viewing the table containing accounts by clicking the Close icon Close iconImage Removed.
  • If you cannot easily find an account in the table, click the Advanced Search icon Image Removed, and then, in the search window, specify values in the fields as required, and then click Search. You can select multiple values in some of the search fields.
    • To modify an account in the table, double

    -click the row displaying the account,

    modify the values as required, and then click Save

    and then, on the More menu, click Delete.


    This
    Expand
    titleAccount Field DescriptionsFields

    The following table describes the fields that appear in the various sections of an account record.

    Section
    : FieldDescription
    General

    : Name

    Name of the account.

    Info
    iconfalse

     This field requires a value.

    General: Account Number
    Account number
    Number of the account.
    General: Original Account NumberOriginal
    account
    number of the account.
    General: Classification

    Classification of the account.

    General: Web SiteWebsite of the account.
    General: Original IDOriginal ID of the account.
    General: Employees
    Count
    Number of employees
    of
    in the account.
    General: IndustryIndustry of the account.
    General: Phone OfficeOffice phone number of the account.
    General: Annual RevenueAnnual revenue of the account.
    General: Phone AlternateAlternate phone number of the account.
    General: Account Type

    Type of the account.

    General: Agent
    Name of the agent
    Agent assigned to the account.
    General: Agent TeamAgent team assigned to the account.
    DescriptionDescription of the account.
    Billing/Shipping
    : AddressAddress of the account for billing
    /
    and shipping.
    Billing/Shipping: Postal CodePostal code associated with the address.
    Billing/Shipping: CityCity associated with the address.
    Billing/Shipping: StateState associated with the address.
    Billing/Shipping: CountryCountry associated with the address.
    Other
    : Ticker SymbolStock symbol of the account.
    Other: Sic CodeStandard Industrial Classification (SIC) code of the main business categorization of the account.



    Expand
    titleExporting Accounts

    You can export accounts from the LiveVox Portal (LVP) to a comma-separated values (CSV) file. To do so, in the Accounts windowin the Account List window, click the Settings icon Image Modified, and then click Export Accounts.

    Info
    iconfalse
    • The accounts that are exported depend on the view account filter (account filterview) that you have selected in the search box of the Account List window.
    • If the search box in the Account List window displays the name label Select a predefined view, all accounts appear in the table.
    • If you want to export the accounts associated with a specific an account view (filer), in the search box, select the required view.
    • If you selected an account view in the search box but want to export all accounts, in the search box, click the the Clear Account View icon Clear Ticket View iconImage Removed icon Image Added before exporting the accounts.

    A CSV file containing the accounts from the LVP (depending on the selected view) is downloaded.


    Expand
    titleImporting Accounts


    You can import accounts from a file to LVP.

    Note
    iconfalse

    Before you import the file containing accounts, ensure the following:

    • Each account record in the file that you want to import contains a name for the account.
    • The file size is not more than 15 MB.

    To You can import the accountsaccounts from a file to LVP. To do so:

    1. In the Accounts windowthe Account List window, click the Settings icon Image Modified, and then click Import Import > Accounts.
      The Import Accounts window appears.

    2. Specify values in the following fields:

      • File: Click the magnifying glass icon magnifying glass iconImage Removedicon Image Added, and then select the file containing the account data that you want to import.

      • Input Filter: Select an input filter (.

        Info
        iconfalse
        • An input filter is a predefined format
        to import
        • in which the data
        in
        • from the file
        ).
        false
        Info
        icon
        • is imported.
        • Ensure that the format of the file that you select in the the File field  field corresponds to the format of the selected input filter. 
        • Only the input filters whose target is Account are available in the Input Filter field.


    3. Click Click Import.

      Info
      iconfalse

      You can view details such as the status of the import or the date and time when the import started or ended in the the User Tasks window window. This window appears when you click the avatar icon icon  Image Modified > User Tasks. In the window, the account import task is identified by the value ACCOUNT_IMPORT IMPORT in the the Operation column column.

      A message stating that the data was is imported appears. The accounts from the file appear in the table in the Account List window.


    Expand
    titleImporting a File to Link Accounts to Contacts

    You can automatically link accounts to contacts by importing a file (containing the account records linked to the contact records) into the LiveVox platform.

    Note
    titleBefore You Begin
    • Ensure that the account and contact records present in the file that you want to import exist on the LiveVox platform.
      • Each account record in the file contains the unique original ID of the account.
      • Each contact record in the file contains the unique contact number of the contact.
    • Ensure that the file size is not more than 15 megabytes (MB).

    To import the accounts with linked contacts:

    1. In the Account List window, click the Settings icon Settings iconImage Added, and then click Import > Contacts for Accounts.
      The Import Contacts for Accounts window appears.

    2. In the File field, click the magnifying glass icon Image Added, and then select the file.

    3. Click Import.

      Info
      iconfalse

      You can view details such as the status of the import or the date and time when the import started or ended in the User Tasks window. This window appears when you click the avatar icon Image Added > User Tasks.

      A message stating that the data has been imported appears. The accounts from the file appear in the Accounts window (depending on the current filter), and the accounts are linked to the contacts as defined in the file in the Accounts window.