Altigen MAXCS 7.5 MaxAgent Manuale Utente Scaricare il pdf (Pagina 8)

2 MaxAgent Manual

• MaxCall requires a MaxCall seat license for each user or a

MaxCall session license.

• An optional Polycom Advanced Features license is available for

using special features of various Polycom phones with

MaxAgent.

A system administrator can verify seat licenses in

MaxAdministrator by selecting License > Client SEAT License

Management from the main menu.

1 2 3 4 5 6 7 8 9 10 11 12 13 ... 94 95

MaxAgent™ 1
WARNING! 2
TRADEMARKS 2
Contents 3
CHAPTER 4 4
CHAPTER 5 5
CHAPTER 6 5
About MaxAgent 7
Installation 9
Uninstalling MaxAgent 10
Automatic Upgrade 10
Downgrade Procedure 10
MaxAgent Manual 5 11
6 MaxAgent Manual 12
Getting Started 13
Check this 14
Logging In Remotely 15
Version Mismatch Dialog Box 15
When Connection Is Broken 16
Overview of the Main Window 16
Status Bar 17
Toolbar Buttons 18
Call Information Panel 19
Tabbed Pages 20
Activity Greetings 22
• PTO (personal time off) 23
Log Out or Change Workgroups 24
Shrinking MaxAgent 24
Customizing the Display 26
24 MaxAgent Manual 30
Using MaxAgent 31
Dialing Out 32
Dialing Speed Dial Numbers 34
Redialing 35
Placing Calls on Hold 36
Using Call Waiting 36
Transferring Calls 37
Transferring to Voice Mail 38
Making Conference Calls 39
Station Conferencing 40
Canceling Conference Calls 41
MeetMe Conference 42
Using the Calendar Button 43
Creating a Meeting 44
One Time Only Meeting 46
Weekly Meeting 46
Monthly Meeting 47
• Mute other participants 49
• Make someone else the host 49
Recording Calls 50
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
Client Auto-Answer 63
58 MaxAgent Manual 64
Configuring MaxAgent 65
Max Smart Tag 67
Select-n-Dial 68
Enable Auto Dial 69
Release Link Tie (IP Trunk) 69
Disable Auto Format 69
Call Handling 70
Do Not Disturb 71
Call Waiting Options 71
One Number Access (ONA) 72
Using a Password 74
Message Notification 75
Call Alert Options 78
Voice Mail Play Options 79
CRM Integration 80
Tab Layout 81
Theme Selection 82
Server Time 82
MaxAgent Manual 79 85
80 MaxAgent Manual 86
Using MaxCall 87
Using a Phrase 88
Recording a Phrase 89
Reviewing a Phrase 89
84 MaxAgent Manual 90
Errors and Troubleshooting 91
Location 92

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