Grand Tour | Toshiba CIX100-S, CIX200 manual

The Grand Tour

The Main Screen

•Streamline Button – Used to change Net Phone back to its "Streamlined" view.

•Calls Window – This window displays that status and associated information for each active phone call on the phone. Thus you can easily view and manage multiple phone calls. Right click the mouse on any call to view a menu of options for handling the call (like Hold, Transfer to Voice Mail, Hang Up, etc.).

•Call Info Indicators – on the right side of the Call Window is a “Call Info Indicator" that indicates if Extra call information is attached to a call. A gray notebook icon means no information is attached, a blue notebook icon means standard information is attached, and a red notebook icon indicates priority information is attached to the call. Press the Call Notes icon to view or change Notes information on the call. Notes are retained with the call even when you transfer it to another person. You may use Call Notes with an IVR to attach a Customer Name, Credit Card Number, and Zip Code to the call before you answer, saving you from asking the caller for this information.

•Programmable Buttons – A number of keys can be easily configured by the user as "Feature" keys, "Speed Dial" keys, "Call" keys, "User Action" keys, etc. To change one of these keys simply Right-Click the mouse over the key and use the Setup Key window to configure the settings for the key (for details on programming these buttons refer to the “User Programmable Keys” on page 22). Note: To expose more programmable buttons click the Side Window rollout button.

•ACD Buttons – ACD keys are larger programmable buttons that would give ACD agents easy login/logout of ACD groups. These keys also display the current ACD agent status, and allow agents to control their Wrap-Up mode.

6	Strata CIX Net Phone UG 04/08

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Toshiba CIX100-S, CIX200 manual Grand Tour

Contents

Net Phone User Guide Publication Information Publication Information Copyright Trademarks Toshiba America Information SYSTEMS, INC. Tais Toshiba America Information Systems, Inc Warranties for NON-TOSHIBA Branded Third Party Products Contents User-Defined Actions Using Net Phone Features Iii Personal Call Handler Introduction Organization Conventions Calls attention to important instructions or information Related Documents/Media Vii This page is intentionally left blank Grand Tour Main Screen Streamlined View Button / Icon Description Iflyswa Expanded View Grand Tour Slim Screen-docked profile Regular Screen-docked profile Screen Docked ViewsNet Phone Main Menu Grand Tour Call Handler Mode Side Window Screen Buttons Mode Companion Application Windows Skins To Change Skin Selection Net Phone Settings Preferences General Tab User Preferences Call History Audible Message Waiting Extra Info Screen To Add or Change a Static Info Field MS Outlook Integration Net Phone Settings Dialing Tab Local Dialing Plan Power Dialer Dialing Outside Numbers Defining a Local Dialing Plan Calling Within My Home Area Code Calling Outside My Home Area Code Test a Phone Number Docking Settings Docking Tab Tapi Service Provider Advanced Tab Net Phone Settings Diagnostic Logging/Uplink Setting Up Hot Key Dialing & Popup Setting Shortcut Keys Options Buttons To Copy this Button onto Another ButtonTo Swap Two Buttons To Change Button Option Button Key Types Directory Button Extension Directory Feature Directory Button Speed Dial Button Call History Button More Buttons Browser Button Chat Button Power Dial Button Personal Power Dialer Replay Button User Programmable Keys To Initialize KeyTo Swap Keys To Copy This Key Feature Code Keys To Change Key Speed Dial Keys System/PBX Command Keys User Defined Action Keys ACD Keys Main Screen only DSS Extension Keys Web Keys Creating Keys using Drag & Drop Run Program Keys This page is intentionally left blank User-Defined Actions Creating Actions Attach Acct Code Export Call Info Log Info to File Lookup in Outlook Minimize Phone Screen Modify Call Information Standard Info Extra Info Play WAV File Pop External Web Browser Pop Internal Web Browser Button Name URL Param1 Popup Call Info Screen Popup Phone Screen Run another Program Send DDE Msg Send Keystrokes to a Program Special Keys Key Code Combination Keys Set Phone Do Not Disturb Set Phone Status Message Set Phone Forwarding System/PBX Command Answer Conference Transfer Call Action Variables Call Variables Outlook Calendar/Reminder fields System Variables Exporting Actions Examples for Text Reader/Announcer Importing Actions Testing Actions Using Net Phone Features Call Handling FeaturesMaking Outgoing Calls Manual On-screen Dialing Using Net Phone Dialpad Using Drag and DropUsing Personal Speed Dial List Using Call History to Re-dial a Number Hanging Up or Disconnecting Calls Answering CallsTo Answer Oldest Call To Answer Calls in Any Order Using Transfer Button Transferring Calls Viewing Extra Call Information To View Call Information Holding Calls To Add or Change InformationTo Copy Call Information to Another Application To Place Call on Hold Phone Feature Operation Setting DND Message OnlyStatus Messages Turning Off DND or Message Only To Clear Call Forwarding Call FowardingTo Set Call Forwarding To log into or out of one or more groups Call Center FeaturesLogging In or Out Changing Agent Status CS50-USB and CS60-USB Dect Connecting HeadsetsPlantronics Wireless Headset Installation Headset Controls and Operation Net Phone Audio Setup Screen Trouble Shooting This page is intentionally left blank Incoming Calls Using Microsoft OutlookDialing from within Outlook Using Microsoft Outlook While on a Call Integrating with Outlook Calendar Create Actions to set and clear the DSS Message Create Personal Call Handler Rules Final PCH Rules Personal Call Handler To Delete a Rule Creating Personal Call Handling RulesTo Open Call Handler Rules To Add or Change a Call Handling Rule Select a Triggering Event and Set the Conditions Personal Call Handler 100 101 102 103 Like Matches 104 Unlike Matches 105Apply User-Defined Actions Complete the Rule Export Rules 106 Importing Rules 107 This page is intentionally left blank Using Companion Applications DirectoriesSorting Entries 109 110 Finding EntriesExtension Directory 111 Speed Dial Directory 112 Call History 113 114 115 116 117 Browser Window To assign the Presence Viewer to one of Net Phone buttons Presence Viewer119 120 To manage the Presence Viewer 121 To use the Presence Viewer Personal Power Dialer Other ApplicationsChat Replay Index 123 124 125 126 Oaisys 127 This is the last page of the document