Assigning client codes to phone calls


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:

Prerequisites for assigning client codes to phone calls

How to assign 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 Calls tab.
  4. In the right column, click the settings icon , then select Client Code.
  5. Click Confirm.
    The Client Code will appear as a column.
  6. To the far right of the call you want to assign a client code, click the more icon , then Add Client Code.
  7. Enter a 3 to 16 digit number, then click Save.
  8. (Optional) In the right-side column, click the ellipses icon ..., then click Edit Client Code to change the client code, then click Save.

How to assign a client code using call history (phone user)

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

  1. Sign in to the Zoom web portal.
  2. Click Phone.
  3. Click the History tab.
  4. In the right-side column, click the ellipses icon ..., then click Add Client Code.
  5. Enter a 3 to 16 digit number.
  6. Click Save.
  7. (Optional) In the right-side column, click the ellipses icon ..., then click Edit Client Code to change the client code, or click Delete to delete it.

How to assign a client code when placing a call (phone user)

Note: After assigning a client code, the code can be viewed and edited in the call logs by Zoom Phone admins.

  1. Sign in to the Zoom client.
  2. Click the Phone tab.
  3. On the keypad, dial the client code, followed by an asterisk *, then the phone number.
    For example, if your client code is 6767 and you want to dial 650 555 1234, you would dial 6767*6505551234