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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.

To create an account:

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

  2. Specify values in the fields as required.

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

  • You can create another account by using the New button.
  • You can create a contact, ticket, or note 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.
  • You can switch to viewing the table containing accounts by clicking the Close icon Close icon.
  • If you cannot easily find an account in the table, click the Advanced Search icon , 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.

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

SectionFieldDescription
General



Name

Name of the account.

This field requires a value.

Account NumberAccount number of the account.
Original Account NumberOriginal account number of the account.
Classification

Classification of the account.

Web SiteWebsite of the account.
Original IDOriginal ID of the account.
EmployeesCount of employees of the account.
IndustryIndustry of the account.
Phone OfficeOffice phone number of the account.
Annual RevenueAnnual revenue of the account.
Phone AlternateAlternate phone number of the account.
Account Type

Type of the account.

AgentName of the agent assigned to the account.
Agent TeamAgent team assigned to the account.
DescriptionDescription of the account.
Billing/ShippingAddressAddress of the account for billing/shipping.
Postal CodePostal code associated with the address.
CityCity associated with the address.
StateState associated with the address.
CountryCountry associated with the address.
OtherTicker SymbolStock symbol of the account.
Sic CodeStandard Industrial Classification (SIC) code of the main business categorization of the account.

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

  • The accounts that are exported depend on the view (account filter) that you have selected.
  • If the search box displays the name Select a predefined view, all accounts appear in the table.
  • If you want to export the accounts associated with a specific account view (filer), in the search box, select the required view.
  • If you want to export all accounts, in the search box, click the Clear Account View icon Clear Ticket View icon.

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

You can import accounts from a file to LVP.

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 import the accounts:

  1. In the Accounts window, click the Settings icon Settings icon, and then click Import Accounts.
    The Import Accounts window appears.

  2. Specify values in the following fields:

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

    • Input Filter: Select an input filter (a predefined format to import the data in the file).

      • Ensure that the format of the file that you select in the File 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 Import.

    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 User icon> User Tasks. In the window, the account import task is identified by the value ACCOUNT_IMPORT in the Operation column.

    A message stating the data was imported appears. The accounts from the file appear in the table in the Accounts window.

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