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4 MaxCommunicator Manual

Note: Before ACT! can work with MaxCommunicator, you MUST

install the ACT! Plugin.

Licensing

The following AltiGen licenses are required:

• MaxCommunicator requires a MaxCommunicator seat license for

each user.

• The IPTalk feature requires an IPTalk license for each user.

• ACT! and GoldMine integration require an Integration Connector

license for each user.

A system administrator can verify the licenses in MaxAdministrator by

selecting License > Client License Management from the main menu.

1 2 ... 7 8 9 10 11 12 13 14 15 16 17 ... 81 82

MaxCommunicator™ 1
WARNING! 2
TRADEMARKS 2
Contents 3
CHAPTER 4 4
CHAPTER 5 5
Warranty 7
Effect of State Law 8
Sales Outside the U.S.A 8
About MaxCommunicator 9
2 MaxCommunicator Manual 10
ACT!/GoldMine® Support 11
Licensing 12
Installation 13
Uninstalling MaxCommunicator 14
Automatic Upgrade 14
Downgrade Procedure 14
2. Reboot your system 15
AltiConsole and CDR Search) 15
8 MaxCommunicator Manual 16
Getting Started 17
Version Mismatch Dialog Box 18
Logging In Remotely 18
When Connection Is Broken 19
Overview of the Main Window 20
Click a Number to Make a Call 21
Status Bar 21
Toolbar Buttons 21
Call Information Panel 22
Tabbed Pages 23
Activity Greetings 24
MaxCommunicator Manual 17 25
Shrinking MaxCommunicator 26
Customizing the Display 27
20 MaxCommunicator Manual 28
MaxCommunicator Manual 21 29
22 MaxCommunicator Manual 30
Dragging and docking tabs 30
MaxCommunicator Manual 23 31
24 MaxCommunicator Manual 32
Handling Calls with 33
MaxCommunicator 33
Dialing Out 34
Dialing Speed Dial Numbers 35
Placing Calls on Hold 36
Using Call Waiting 37
Transferring Calls 37
Transferring to Voice Mail 38
Conference Calls 39
32 MaxCommunicator Manual 40
MeetMe Conference 41
34 MaxCommunicator Manual 42
Creating a Meeting 43
One Time Only Meeting 45
Weekly Meeting 46
Monthly Meeting 47
40 MaxCommunicator Manual 48
Recording Calls 50
Using Account Codes 51
Using Voice Mail 52
Dealing with Voice Mail 53
Deleting Messages 54
Returning a Call 54
Attaching a Note 54
Forwarding Voice Mail 55
48 MaxCommunicator Manual 56
Viewing the Call History 57
50 MaxCommunicator Manual 58
Using the Contacts Tab 59
52 MaxCommunicator Manual 60
Configuring Your 61
General Information 62
Call Handling 63
Do Not Disturb 64
Call Waiting Options 64
One Number Access (ONA) 65
Setting Up One Number Access 66
Using a Password 67
Message Notification 68
MaxCommunicator Manual 61 69
62 MaxCommunicator Manual 70
Call Alert Options 71
Voice Mail Play Options 72
CRM Integration 72
MaxCommunicator Manual 65 73
Tab Layout 74
Theme Selection 74
Configuration 75
68 MaxCommunicator Manual 76
70 MaxCommunicator Manual 78
Errors and Troubleshooting 79
Location 80

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