IBM SC31-6254-01 manual Optionally, click

2. Optionally, click

Commenton thefor Target Agent

box,

and

enter a comment in it.

You can enter up to 254 characters

(the

box

scrolls). Your

comment

appears

on the

target agent

window, next

to

the telephone icon. (If the

target agent has

more

than

one

line,

the comment

appears

next

to

the telephone

icon

for the

line they

have

selected.)

Note:

You

cannot

enter a comment Commentin thefor Target Agent

box

if

you

selectSend

the

Host

Screen

Image

option. See Step

4.

3. If necessary, clickCustomeron IDthe box, and change the customer identification in it.

This box usually contains any customer identification information that has been collected by

CallCoordinator

for Windows (such

as

a telephone

number,

account

number, and so on). You may

need

to change it if, for example,

the

caller

calls

from

a

different

location than usual,

such

mobile

phone

or public telephone

(CallCoordinator

for Windows

cannot match

the caller’s

number

to

the

customer

ID in these cases).

Note:

Skip the

next step if you do

not

plan to

transfer data

into the

three-way

conference ca

on

to

Step 5.

4. Optionally, to send host data for the three-way conference call, do the following:

a. Click onDefaults on the CCWin Conference window menu bar.

The Defaults pull-down menu appears.

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

The Data pull-down menu appears, as shown in Figure 29.

Figure 29.

CCWin Conference Window—Data Pull-Down Menu

c. Do

one

of the

following:

¹

Click

onUpdate

Target

Host Screen

to

set

the

other

agent’s

screen

to

the

same

screen

you

are

looking

at. Once

the

other

agent

has

the

new

screen

on

their

computer, the

othe

agent

can

make

changes

to

the data in it. (Depending on how your system

administrator

implemented

HAT

files,

the

screen set

for

the

other agent

may,

for example, be the fir

application

screen

or

the

last

one

that you worked on. In either case,

the other agent

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 other

agent. In

this

type

of

transfer,

the

other

agent

can

only

view

the

data

transmitted

by

54 CallPath CallCoordinator for Windows: User’s Guide