Altigen MAXCS 7.0 Update 1 MaxAgent Manual de usuario descargar pdf (Pagina 11)

MaxAgent Manual 5

applications (MaxCommunicator, MaxSupervisor, MaxOutlook,

AltiConsole and CDR Search).

2. Reboot your system and install the earlier MaxAgent software,

as appropriate.

1 2 ... 6 7 8 9 10 11 12 13 14 15 16 ... 92 93

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 10
MaxAgent Manual 5 11
AltiConsole and CDR Search) 11
6 MaxAgent Manual 12
Getting Started 13
Check this 14
Version Mismatch Dialog Box 15
Logging In Remotely 15
When Connection Is Broken 16
Overview of the Main Window 16
Status Bar 17
Toolbar Buttons 18
Call Information Panel 19
Tabbed Pages 20
Activity Greetings 22
• PTO (personal time off) 23
Log Out or Change Workgroups 24
Shrinking MaxAgent 24
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
Using the Calendar Button 43
Creating a Meeting 44
One Time Only Meeting 46
Weekly Meeting 46
Monthly Meeting 47
• Mute other participants 49
• Make someone else the host 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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