Altigen MAXCS 7.0 MaxAgent Manual de usuario Pagina 3
- Pagina / 93
- Tabla de contenidos
- SOLUCIÓN DE PROBLEMAS
- MARCADORES
Valorado. / 5. Basado en revisión del cliente
MaxAgent Manual i
Contents
CHAPTER 1
About MaxAgent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Microsoft Outlook and Outlook Express Support . . . . . . . . . . . . . . . 1
ACT!/GoldMine® Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
CHAPTER 2
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Pre-Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Installing MaxAgent on a Client System . . . . . . . . . . . . . . . . . . . . . . 4
Uninstalling MaxAgent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Automatic Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Downgrade Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
CHAPTER 3
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Version Mismatch Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Logging In Remotely . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
IP Extensions Using IP Talk . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
When Connection Is Broken . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Overview of the Main Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Toolbar Buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Call Information Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Tabbed Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Changing Activity Status and Recording Activity Greetings . . . . . . 16
Setting Status to Ready or Not Ready . . . . . . . . . . . . . . . . . . . . . . 17
Turning Do Not Disturb On and Off . . . . . . . . . . . . . . . . . . . . . . . . 17
Log Out or Change Workgroups . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Minimizing and Exiting MaxAgent . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Shrinking MaxAgent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Using the Windows Tray Phone Icon . . . . . . . . . . . . . . . . . . . . . . . 19
Searching in the Tabbed Windows . . . . . . . . . . . . . . . . . . . . . . . . . 19
Customizing the Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
- MaxAgent™ 1
- WARNING! 2
- TRADEMARKS 2
- Contents 3
- CHAPTER 4 4
- HAPTER 5 5
- HAPTER 6 5
- About MaxAgent 7
- ACT!/GoldMine® Support 8
- Licensing 8
- Installation 9
- Uninstalling MaxAgent 10
- Automatic Upgrade 10
- Downgrade Procedure 11
- 6 MaxAgent Manual 12
- Getting Started 13
- Version Mismatch Dialog Box 15
- Logging In Remotely 15
- When Connection Is Broken 16
- Overview of the Main Window 17
- Status Bar 18
- Toolbar Buttons 18
- Call Information Panel 19
- Tabbed Pages 20
- Activity Greetings 22
- • Meeting 23
- • Travel 23
- • PTO (personal time off) 23
- Log Out or Change Workgroups 24
- Shrinking MaxAgent 24
- Default call control buttons 25
- Customizing the Display 26
- 24 MaxAgent Manual 30
- Using MaxAgent 31
- Dialing Out 32
- Dialing Speed Dial Numbers 34
- Placing Calls on Hold 35
- Using Call Waiting 36
- Transferring Calls 36
- Transferring to Voice Mail 38
- Making Conference Calls 39
- Canceling Conference Calls 41
- MeetMe Conference 42
- Creating a Meeting 43
- One Time Only Meeting 45
- Weekly Meeting 46
- Monthly Meeting 47
- Joining a MeetMe Conference 49
- Using Account Codes 51
- Checking Voice Mail 52
- Dealing with Voice Mail 53
- Deleting Messages 54
- Returning a Call 55
- Attaching a Note 55
- Forwarding Voice Mail 55
- Workgroups 56
- Reading the Monitor List 57
- Viewing the Call History 58
- Adding Contacts to MaxAgent 59
- Checking Workgroup Status 59
- Viewing Queues 61
- Applications 62
- Configuring MaxAgent 63
- Max Smart Tag 65
- Select-n-Dial 66
- Enable Auto Dial 67
- Release Link Tie (IP Trunk) 67
- Disable Auto Format 67
- Call Handling 68
- Do Not Disturb 69
- Call Waiting Options 69
- One Number Access (ONA) 70
- Using a Password 72
- Message Notification 73
- Call Alert Options 76
- Voice Mail Play Options 77
- CRM Integration 78
- Tab Layout 79
- Theme Selection 79
- Server Time 80
- MaxAgent Manual 77 83
- 78 MaxAgent Manual 84
- Using MaxCall 85
- Using a Phrase 86
- Recording a Phrase 87
- Reviewing a Phrase 87
- 82 MaxAgent Manual 88
- Errors and Troubleshooting 89
- Location 90
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