5.If you are transferring the call to a user or a contact, choose a blind or supervised transfer. (See “Blind vs. supervised transfers” on page 10-9 and in the next step).

6.If you selected Blind transfer, click OK. The transfer is completed and the call disappears from your Call Monitor.

If you selected Supervised transfer, go to the next step in this procedure.

7.Click OK. You are connected to the recipient’s extension, and the caller is put on hold. The incomplete transfer displays as a linked three-party call in the Call Monitor.

8.Speak to the recipient and announce the caller. A dialog box opens and asks you if you want to complete the transfer or cancel it.

9.Choose one of the following options:

nComplete. The transfer is completed and the call disappears from your Call Monitor. You can also complete the transfer by hanging up the phone.

nConference. You, the caller, and the recipient are all connected in a conference call.

nCancel. The transfer process ends and you are reconnected to the caller.

Transfer tips for Operator users

By using workgroups and showing the Extensions pane in the Call Monitor view, you can easily find and choose the recipient of a call that you want to transfer. Define workgroups to represent the departments of your office. When transferring a call you can then view only the members of a workgroup, for example, the Marketing workgroup. You can see at a glance the names of members of the Marketing department and who is available to take a call. See “Using workgroups” on page 15-13 and “Adding the Extensions pane to the Call Monitor view” on page 7-10.

You can also transfer calls more easily by resizing the Transfer To dialog box, showing and hiding columns, and sorting by column. See “Customizing the Client for Operators” on page 18-10.

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STRATA CS CLIENT USER GUIDE

BETA DOCUMENT - PRELIMINARY & CONFIDENTIAL

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Toshiba Strata CS manual Transfer tips for Operator users