Using Net Phone Features
Call Handling Features
To Add or Change Information
1.With the “Call Info” window open, place the cursor into the box to be changed and use the keyboard to add or erase information.
Note The ability to add or change information is controlled by Preferences>Extra Info settings.
2.Click the Update button to save the new information. Once changed, other programs will use this information. For example, the call is being screened and transferred into an ACD queue; the caller could define a Preferred Agent by entering an agent’s ID into the Preferred Agent Information field. When the call is transferred this information is available to be used by the ACD application.
To Copy Call Information to Another Application
With the “Call Info” window open, click the Copy button to place that specific information on the Windows clipboard for pasting into another program. For example, the user may need to use the Customer number to look up the status of an order. Clicking Copy and switching to the other program and pasting into the appropriate field allows for a fast lookup.
Holding Calls
To Place Call on Hold
While talking with a caller, click the hold button to place call on hold
or
To Retrieve Call
To
or
or
78 | Strata CIX Net Phone UG 04/08 |