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Ma
xCommunic
ator Manu
al
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MaxCommunicator™
1
WARNING!
2
TRADEMARKS
2
Contents
3
CHAPTER 4
4
CHAPTER 5
5
About MaxCommunicator
7
ACT!/GoldMine® Support
8
Licensing
8
Installation
9
Uninstalling MaxCommunicator
10
Automatic Upgrade
10
Downgrade Procedure
11
6 MaxCommunicator Manual
12
Getting Started
13
Version Mismatch Dialog Box
14
Logging In Remotely
14
When Connection Is Broken
15
Overview of the Main Window
16
Click a Number to Make a Call
17
Status Bar
17
Toolbar Buttons
17
Call Information Panel
18
Tabbed Pages
19
Activity Greetings
20
MaxCommunicator Manual 15
21
Shrinking MaxCommunicator
22
Customizing the Display
23
18 MaxCommunicator Manual
24
MaxCommunicator Manual 19
25
20 MaxCommunicator Manual
26
Dragging and docking tabs
26
MaxCommunicator Manual 21
27
22 MaxCommunicator Manual
28
Handling Calls with
29
MaxCommunicator
29
Dialing Out
30
Dialing Speed Dial Numbers
31
Placing Calls on Hold
32
Using Call Waiting
33
Transferring Calls
33
Transferring to Voice Mail
34
Conference Calls
35
30 MaxCommunicator Manual
36
Canceling Conference Calls
37
MeetMe Conference
38
Creating a Meeting
39
One Time Only Meeting
41
Weekly Meeting
42
Monthly Meeting
43
38 MaxCommunicator Manual
44
MaxCommunicator Manual 39
45
Mute UnMute
45
Drop from
45
Conference
45
Change Host
45
Recording Calls
46
Using Account Codes
47
Using Voice Mail
48
Dealing with Voice Mail
49
Deleting Messages
50
Returning a Call
50
Attaching a Note
50
Forwarding Voice Mail
51
46 MaxCommunicator Manual
52
Viewing the Call History
53
48 MaxCommunicator Manual
54
Using the Contacts Tab
55
50 MaxCommunicator Manual
56
Configuring Your
57
General Information
58
Call Handling
59
Do Not Disturb
60
Call Waiting Options
60
One Number Access (ONA)
61
Setting Up One Number Access
62
Using a Password
63
Message Notification
64
MaxCommunicator Manual 59
65
60 MaxCommunicator Manual
66
Call Alert Options
67
Voice Mail Play Options
68
CRM Integration
68
MaxCommunicator Manual 63
69
Tab Layout
70
Theme Selection
70
Configuration
71
66 MaxCommunicator Manual
72
68 MaxCommunicator Manual
74
Errors and Troubleshooting
75
Location
76
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