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MaxAgent Manual
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MaxAgent™
1
WARNING!
2
TRADEMARKS
2
Contents
3
CHAPTER 4
4
HAPTER 5
5
HAPTER 6
5
About MaxAgent
7
ACT!/GoldMine® Support
8
Licensing
8
Installation
9
Uninstalling MaxAgent
10
Automatic Upgrade
10
Downgrade Procedure
11
6 MaxAgent Manual
12
Getting Started
13
Version Mismatch Dialog Box
15
Logging In Remotely
15
When Connection Is Broken
16
Overview of the Main Window
17
Status Bar
18
Toolbar Buttons
18
Call Information Panel
19
Tabbed Pages
20
Activity Greetings
22
• Meeting
23
• Travel
23
• PTO (personal time off)
23
Log Out or Change Workgroups
24
Shrinking MaxAgent
24
Default call control buttons
25
Customizing the Display
26
24 MaxAgent Manual
30
Using MaxAgent
31
Dialing Out
32
Dialing Speed Dial Numbers
34
Placing Calls on Hold
35
Using Call Waiting
36
Transferring Calls
36
Transferring to Voice Mail
38
Making Conference Calls
39
Canceling Conference Calls
41
MeetMe Conference
42
Creating a Meeting
43
One Time Only Meeting
45
Weekly Meeting
46
Monthly Meeting
47
Joining a MeetMe Conference
49
Using Account Codes
51
Checking Voice Mail
52
Dealing with Voice Mail
53
Deleting Messages
54
Returning a Call
55
Attaching a Note
55
Forwarding Voice Mail
55
Workgroups
56
Reading the Monitor List
57
Viewing the Call History
58
Adding Contacts to MaxAgent
59
Checking Workgroup Status
59
Viewing Queues
61
Applications
62
Configuring MaxAgent
63
Max Smart Tag
65
Select-n-Dial
66
Enable Auto Dial
67
Release Link Tie (IP Trunk)
67
Disable Auto Format
67
Call Handling
68
Do Not Disturb
69
Call Waiting Options
69
One Number Access (ONA)
70
Using a Password
72
Message Notification
73
Call Alert Options
76
Voice Mail Play Options
77
CRM Integration
78
Tab Layout
79
Theme Selection
79
Server Time
80
MaxAgent Manual 77
83
78 MaxAgent Manual
84
Using MaxCall
85
Using a Phrase
86
Recording a Phrase
87
Reviewing a Phrase
87
82 MaxAgent Manual
88
Errors and Troubleshooting
89
Location
90
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