You can assign a Reference Number to your audio conference call. Customers choose this option if they wish to tag or better identify the call for future reference. The Reference Number will appear on your invoice, in your call detail and call summary reports as well as in your Customer Portal.
Who can use it?
The individual logging into the conference call with the Moderator Passcode can enter a Reference Number
How do I use it?
If the feature is enabled, you will be prompted to enter a Reference Number after you have joined the call with the Moderator Passcodes.
How do I enable it?
You can enable this feature in the Customer Portal by editing your moderator profile. Or simply contact the Pragmatic Customer Success team.
What kind of Reference Numbers are accepted?
When you are prompted on the audio conference call, you can only enter a numeric Reference Number. However, you can enter an alphanumeric Reference Number in the Customer Portal after the conclusion of call.
Did you know you can enter a Reference Number in the Customer Portal for your conference call even if you had not entered one initially on the actual conference call? Yes, it's true.
The Reference Number on your Invoice
The Reference Number in the Customer Portal