(Contents)(Previous)(Next)

Softphone Panel

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 tbDialBlue.gif, 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.

IconAction
tbDialBlue.gif Manually dial a number
tbOn.gif Pick up an incoming call
tbHold.gif Place the current call on hold
tbRetrieve.gif Retrieve the current call from hold
tbOff.gif Disconnect the current call
tbTransfer.gif

Attempt a call transfer; connects to another party without disconnecting you, the contact is placed on hold

Tip: Use button tbComplete.gif to complete the call transfer.

tbConference.gif

Attempt a conference call; connects to another party but places the contact on hold

Tip: Use button tbComplete.gif to conference all parties.

tbDND.gif

Set the telephone to Do not disturb

Tip: Select it again to cancel DND.

tbComplete.gif Complete call transfer, disconnecting you, or conference call wherein all parties can talk
tbLifeguard.gif Transfer to expert; functions as per button tbTransfer.gif but calls only the designated expert
tbSupervisor.gif Transfer to your supervisor; functions as per button tbTransfer.gif but calls only the supervisor
tbRequeue.gif Re-queue call
tbClipView.gif View call-related information held on the clipboard
tbLogin.gif Log on to telephony, enabling you to receive and make calls
tbLogout.gif Log off telephony, enabling you to exit the home page; inhibited while in a call
Break.gif Change your status to on a break; calls cannot be automatically diverted to you from queues, but calls between agents are not blocked
tbReady.gif Cancel your on a break status; any appropriate calls queued then divert to you
Timer.gif Change your status to busy; enabled only when on a call, to show that you are engaged
tbWrapup.gif

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.

tbOptions.gif Settings for the Softphone panel; password etc.
About.gif About Softphone; displays version information etc.
Exit.gif Exit Softphone; enabled only when you are logged off telephony

Related Topics:

Customer Contact Management Form (Home Page)

Action list tab

Make a call tab

Non-call list outbound tab

Manual inbound tab


(Contents)(Previous)(Next)(Top of the Page)