IBM SC31-6254-01 manual Host, Transfer

Page 64

c. Do one of the following:

¹

Click

onUpdate

Target

Host Screen

to

set

the

target

agent’s

screen

to

the

same

screen

 

 

 

you

are

looking

at. Once

the target

agent

has

the

new

screen

on

their

computer,

the

tar

 

agent

can

make

 

changes

to

the data in it. (Depending on how your system

administrator

 

 

implemented

HAT

files,

the

screen set

for the

target agent

may,

for

example, be

the

fi

 

application

screen

or

the

last

one

you

worked

on. In either case, the target agent can

 

resume working

with

the

caller’s

data

after

the transfer.)

 

 

 

 

 

 

 

 

¹

Click

onSend

Host

Screen

Image

 

 

to send a read-only

image of your screen to the target

 

 

agent. In

this type of transfer, the target

agent

can

only

view

the

data

transmitted

b

 

Note:

You

cannot

enter

 

a

comment

Commentin thefor

Target

Agent

box

if

you

select

 

 

 

 

 

theSend

Host

Screen

 

Image

 

 

option.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

d. Do the following to select the host session:

1) Click onDefaults on the CCWin Transfer window menu bar.

The Defaults pull-down menu appears.

2) Click onHost Session on the Defaults pull-down menu.

The Host Session box appears.

3) Select the session by scrolling through the list and clicking on the session you want.

e. If

you

 

are

only

sending data,Send DataclickOnly on

thepushbutton. The transfer

is complete

 

at

this

point.

Skip

the

next

step.

 

 

 

 

 

 

 

 

Note:

If

you

are

sending

data

only,

CallCoordinator for Windows

displays

a message box

to the

other

agent

asking

the

following

question:

 

 

 

 

 

 

 

Data received from extension nnnn.

 

 

 

 

 

 

 

 

 

Do you wish to accept the data?

 

 

 

 

 

 

 

 

 

 

The target

agent

can decline the request, in which case the

data

is

discarded. This

message

useful in situations where

the

target

agent

already has

data

on

the

screen.

 

5. Click

on

theTransfer

pushbutton

to transfer the call or both

the

call

and

data.

 

Note:

If

you

are

including

data with

the call transfer,

the

data

 

is

sent immediately

when you

Transfer .

This step connects you to the target agent, and the caller is placed on Hold. CallCoordinator fo Windows displays the messageCall on Hold.

You can consult with the agent before completing the transfer. If the target agent is busy w another call, reconnect yourself with the callerCancel .by(Thisclickingoptionon may not be avail-

able on your telephone system switch. You may have to use your telephone to manually reconnect yourself to the caller.)

6. Click on theComplete pushbutton to complete the call transfer.

Note: If you are transferring to an ACD group,Complete clickpushbuon theton immediately to complete the transfer (that is, rightTransferafter). clicking on

48 CallPath CallCoordinator for Windows: User’s Guide

Image 64
Contents User’s Guide Page ÉÂÔ CallPath CallCoordinator for Windows SC31-6254-01 1994 Contents Glossary Index Contents Vi CallPath CallCoordinator for Windows User’s Guide Figures Page Service MarksCallPath CallCoordinator for Windows User’s Guide Who Should Use This Book AboutHow to Use This Book How This Book is OrganizedHighlighting Conventions BoldWhat’s New in This Book Where to Find More Information What Is CallCoordinator for Windows? FeaturesIntroducing CallCoordinator Feature CallIntelligent Answering Personal DirectoryAccess to a System Directory TransferCallPath CallCoordinator for Windows User’s Guide For WorksHost FilesHAT Chapter How to Start CallCoordinator for WindowsSystem Manager Main Window Menu BarStatus Messages Comment LinePushbuttons MenuSelecting HelpYour Keyboard MenuFrom KeyWindow Only By doing Following Move Managing Windows in CallCoordinator for Windows For WindowsMenu Box MovingExit Options Messages MessagesMode For Windows ScreenCallCoordinator for Windows Screen Mode-Icons with Text Click onScreen Settings CallCoordinator for Windows Screen Settings Pull-Down MenuCalls ReceivedSetting the Colors for the Telephone Icons Set Color WindowUsing the steps Just Described Administrator GettingTo Exit Exiting CallCoordinator for WindowsExit Features How To Select Line How to Access the Telephone Features CallCoordinator for Windows Main Window-PushbuttonsUsing the Actions Pull-Down Menu Displays Text Icon for That Feature Gray. You cannot Select How to Log on to Your Switch SwitchDefinity Generic ¹ Agent IDOnLogon Agent IDActivity Activity StatusIndicating Click onAgent ActivityStatus to the Northern Telecom Meridian WorkNot Indicating Activity Status to AvailableDialing a Number How to Make CallsPrefix Keeping the Dial Pad Open Pad OpenDirectory Window OrPersonal DirectoryDirectories Dial PadClick onDirectory Updating Entries in Your Personal DirectoryCalls HAT After Click onDo not run HAT with DialOnHold OnNotesMake any other edits.←UseBackspace How to Answer Calls After Can Seen Data How to Transfer Calls and DataAgent You May Find This Feature Most Useful When Transferring Host Transfers Selecting Your DefaultsImage Number Directory For TransfersDefault OnDefaultsYour Personal Directory SessionOr Del Key to Delete any Characters Enter any New Ones Click How to Set Up Three-Way Conference Calls Setting Up Three-Way Conference CallsOptionally, click You cannot Enter Default Directory for Three-Way Data Default for Three-Way¹ Send Session Your Personal Chapter Using CreatingAccessing the Call Log and Personal Directory Features CallCoordinator for Windows Main Window-Call Log PushbuttonUsing the Pushbutton Using the Features Pull-Down MenuCall Logging Agent ActivityCallPath CallCoordinator for Windows User’s Guide Use the Call Enabling the Call LogOpening the Call Log OrDel CallCallPath CallCoordinator for Windows User’s Guide Log Managing the CallSetting View Log Settings View FolderSorting Call LogAscending Button for the columnSortedin Columnsthe Box Setting the Filter FilterView ColumnsTheSort Type Column TypeDate OrAfterTheTime Call Log Filter Time BoxFiltering Phone Number Column DisplaysFilterhe Phone NumberDescription Call Log Filter Notes BoxSettings SortSetting ThresholdUsing the Call Log and Creating Your Personal81 Directory Setting Toolbar Log Settings Toolbar Folder¹ Click onNo toolbar Call Log Toolbar-Icons and TextCall Log Toolbar-Icons Only Your Your Call LogDeleting a Call Log Entry ControllingFile FileHow Adding an Entry CCWin Personal Directory WindowUpdating an Entry Removing an Entry OnCancelPersonal Using the Call Log and Creating Your Personal91 Directory CallPath CallCoordinator for Windows User’s Guide Glossary PBX Index Window See Host Switches Page Communicating Your Comments to IBM For User’sBusiness Reply Mail Page Éâôù