IBM SC31-6254-01 manual Selecting Your Defaults, Transfers, Image

Page 65

When

a call is

transferred,

CallCoordinator

for

Windows displays the following message at the

bott

the

target

agent’s

window:

 

 

 

 

 

 

 

 

Call from Summers Frank. Transferred from Mike.

 

 

 

 

 

 

 

The

first

name in the SummersmessageFrank( ) is the

name

of

the

person

beingf thattransferredname

(

 

is

in

the

currently

selected directory;

otherwise, the

telephone number is displayed). The

seco

(Mike) is the name of the agent transferringif the agentthe

callis in( the

currently selected

directory;

 

otherwise,

the

extension is

given instead

of the

name).

 

 

 

 

Selecting Your Defaults

You can simplify call and data transfers for yourself by setting a few defaults. The following available for you to set:

¹

The

 

type

of

 

data

 

to

transfer;

see

 

“Data

 

Default

for

Transfers”

for

 

more

information.

 

¹

A

default

 

telephone

directory;

see

“Default

Directory

for

Transfers”

on

page 50

for

more

inf

¹

A

default

 

transfer

 

number;

see

 

“Default

Transfer

Number”

on

page 50

for

more

information.

 

¹ A default host session;

 

see

“Default

 

Host

Session”

on

page 51

for

more

information.

 

 

Note:

 

When

you

exit

CallCoordinator

for

Windows,

 

any

defaults

that

you

set

are

lost. To

use

them

again,

 

you

must

reset

 

them.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Data

Default

for

Transfers:

 

 

 

You can select either of the following data options as your default:

 

 

 

¹

Update

 

Target

Host

 

Screen

 

 

,

which

causes

the

target

agent’s

screen

 

to

be

 

the same as yours whe

 

you

 

initiate

the

transfer;

the

other

agent

can

update

the data

with

this

option,

thus

enab

 

to

 

take

over

 

the

 

transaction

with

the

caller

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

or

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

¹ Send

 

Host

Screen

Image

 

,

which

will

display

a

copy

of

your

current host screen on the target

 

agent’s

screen

when

 

you

 

initiate

the

 

transfer;

with this

option,

however,

the other

agent

ca

 

the

 

data.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If

you

regularly

(or

 

only)

send

 

one

type

of

data,

you

can

establish it

 

as

your

default

(an

specify

it

each

time

 

you

transfer

 

data).

Do

 

the

following

to

set

your

data

default:

 

 

1. Click on theTransfer pushbutton to open the CCWin Transfer window.

2.Click onDefaults on the menu bar.

The Defaults pull-down menu appears.

3. Click onData on the Defaults pull-down menu.

4. Do one of the following:

¹ Click onUpdate Target Host Screen

or

¹Click onSend Host Screen Image

If you do not have a need to send No hostHost data,Data toclickestablishon this option as your default.

Chapter 3. Using the Telephone49Features

Image 65
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 Marks ServiceCallPath CallCoordinator for Windows User’s Guide About Who Should Use This BookHow This Book is Organized How to Use This BookHighlighting Conventions BoldWhat’s New in This Book Where to Find More Information Introducing CallCoordinator FeaturesWhat Is CallCoordinator for Windows? Call FeatureIntelligent Answering Personal DirectoryTransfer Access to a System DirectoryCallPath CallCoordinator for Windows User’s Guide Works ForHost FilesHAT System How to Start CallCoordinator for WindowsChapter Manager Menu Bar Main WindowComment Line Status MessagesMenu PushbuttonsSelecting HelpMenu Your KeyboardFrom KeyWindow Only By doing Following Move For Windows Managing Windows in CallCoordinator for WindowsMenu Box MovingExit Options Messages MessagesFor Windows Screen ModeCallCoordinator for Windows Screen Mode-Icons with Text CallCoordinator for Windows Screen Settings Pull-Down Menu Click onScreen SettingsReceived CallsSet Color Window Setting the Colors for the Telephone IconsUsing the steps Just Described Getting AdministratorExit Exiting CallCoordinator for WindowsTo Exit Features How To Select Line CallCoordinator for Windows Main Window-Pushbuttons How to Access the Telephone FeaturesUsing the Actions Pull-Down Menu Displays Text Icon for That Feature Gray. You cannot Select Switch How to Log on to Your SwitchDefinity Generic ¹ Agent IDAgent ID OnLogonActivity Status ActivityIndicating Click onAgent ActivityNot WorkStatus to the Northern Telecom Meridian Available Indicating Activity Status toPrefix How to Make CallsDialing a Number Pad Open Keeping the Dial Pad OpenDirectory OrPersonal Directory WindowDirectories Dial PadCalls Updating Entries in Your Personal DirectoryClick onDirectory HAT Click onDo not run HAT with Dial AfterOnHold OnNotesMake any other edits.←UseBackspace How to Answer Calls After Can Seen Agent How to Transfer Calls and DataData You May Find This Feature Most Useful When Transferring Host Image Selecting Your DefaultsTransfers Directory For Transfers NumberOnDefaults DefaultYour Personal Directory SessionOr Del Key to Delete any Characters Enter any New Ones Click Setting Up Three-Way Conference Calls How to Set Up Three-Way Conference CallsOptionally, click You cannot Enter ¹ Send Data Default for Three-WayDefault Directory for Three-Way Session Your Personal Creating Chapter UsingCallCoordinator for Windows Main Window-Call Log Pushbutton Accessing the Call Log and Personal Directory FeaturesUsing the Features Pull-Down Menu Using the PushbuttonCall Logging Agent ActivityCallPath CallCoordinator for Windows User’s Guide Enabling the Call Log Use the CallOpening the Call Log Call OrDelCallPath CallCoordinator for Windows User’s Guide Managing the Call LogLog Settings View Folder Setting ViewAscending Call LogSorting Button for the columnSortedin Columnsthe Box Filter Setting the FilterView ColumnsTheSort Type Type ColumnOrAfter DateCall Log Filter Time Box TheTimeFiltering DisplaysFilterhe Phone Number Phone Number ColumnCall Log Filter Notes Box DescriptionSort SettingsThreshold SettingUsing the Call Log and Creating Your Personal81 Directory Log Settings Toolbar Folder Setting ToolbarCall Log Toolbar-Icons and Text ¹ Click onNo toolbarCall Log Toolbar-Icons Only Your Call Log YourDeleting a Call Log Entry ControllingFile FileHow CCWin Personal Directory Window Adding an EntryUpdating an Entry Personal OnCancelRemoving an Entry 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 User’s ForBusiness Reply Mail Page Éâôù