The softphone panel enables you to control your telephone and to process calls from your call list.
Note: The softphone panel contains a row of graphic buttons, the left-most being a telephone icon , displayed near the base of the form. If, instead, the text Telephony not installed is displayed, either your system does not have Softphone installed, or it has been turned off.
SOFTPHONE TOOLBAR:
Note: Most buttons are enabled only when appropriate. For example, the hang up button is available only during a call.
Icon | Action |
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Manually dial a number |
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Pick up an incoming call |
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Place the current call on hold |
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Retrieve the current call from hold |
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Disconnect the current call |
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Attempt a call transfer; connects to another party without disconnecting you, the contact is placed on hold
Tip: Use button |
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Attempt a conference call; connects to another party but places the contact on hold
Tip: Use button |
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Set the telephone to Do not disturb Tip: Select it again to cancel DND. |
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Complete call transfer, disconnecting you, or conference call wherein all parties can talk |
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Transfer to expert; functions as per button ![]() |
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Transfer to your supervisor; functions as per button ![]() |
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Re-queue call |
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View call-related information held on the clipboard |
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Log on to telephony, enabling you to receive and make calls |
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Log off telephony, enabling you to exit the home page; inhibited while in a call |
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Change your status to on a break; calls cannot be automatically diverted to you from queues, but calls between agents are not blocked |
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Cancel your on a break status; any appropriate calls queued then divert to you |
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Change your status to busy; enabled only when on a call, to show that you are engaged |
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Wrap up mode; blocks automatic calls from the queue until the previous call is completed Note: In Wrap up mode, the physical call may have been hung up but you might carry out a follow up action relating to the call. |
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Settings for the Softphone panel; password etc. |
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About Softphone; displays version information etc. |
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Exit Softphone; enabled only when you are logged off telephony |
Customer Contact Management Form (Home Page)
Action list tab
Make a call tab
Manual inbound tab