Cisco Cisco Unified CRM Connector 8.5 User Guide
Navigating to
Personalizations
Personalizations
Navigate to the personalization page as follows:
1. Select the Contact Center pane from the Navigator Pane.
2. In the Contact Center pane, select Agent Settings.
3. Select your name from the Agent list on the Users Page.
4. On the left hand user page menu, select Information page.
5. Select the Cisco Contact Center tab.
1. Select the Contact Center pane from the Navigator Pane.
2. In the Contact Center pane, select Agent Settings.
3. Select your name from the Agent list on the Users Page.
4. On the left hand user page menu, select Information page.
5. Select the Cisco Contact Center tab.
Your extension and ACD login and password are pre-
configured by your System Administration. If your center
uses hot seating or if you need to move from your assigned
uses hot seating or if you need to move from your assigned
desk, set the extension to match the phone at your current
desk.
Use the Settings link on the Agent State control to check
your extension.
desk.
Use the Settings link on the Agent State control to check
your extension.
Change Extension
1. Navigate to the User CTI information page.
2. Enter your extension in the CTI->Extension text box.
3. Save your changes.
4. Go to the Multi-Channel Center to login and work.
2. Enter your extension in the CTI->Extension text box.
3. Save your changes.
4. Go to the Multi-Channel Center to login and work.
Auto-clear on Ready clears the Record in the Contact Data
record when you set yourself Ready. If you activate this
record when you set yourself Ready. If you activate this
save any record changes before setting yourself Ready. If
this is set to No manually clear the Contact Data record with
this is set to No manually clear the Contact Data record with
the Clear button to receive a screen pop.
Set Auto-Clear
1. Navigate to the User CTI information page.
2. Use the Auto-Clear on Ready drop to set the Auto-
2. Use the Auto-Clear on Ready drop to set the Auto-
Clear state.
3. Save your changes.
4. Go to the Multi-Channel Center to login and work.
4. Go to the Multi-Channel Center to login and work.
The Recent Contact List Size setting determines the number
of recent contacts available in the recent contact list. The
default is ten (10) the maximum value is 9999.
of recent contacts available in the recent contact list. The
default is ten (10) the maximum value is 9999.
Set Recent
Contact List Size
Contact List Size
1. Navigate to the User CTI information page.
2. Enter a number between 1 and 9999 to set the Recent
2. Enter a number between 1 and 9999 to set the Recent
Contact List Size.
3. Save your changes.
4. Go to the Multi-Channel Center to login and work.
Manage Favorites
You may only manage personal Favorites; Favorites entered
by your system administrator cannot be changed. There are
by your system administrator cannot be changed. There are
three management function for Favorites:
• Add a new favorite
• Add a new favorite
• Delete an existing personal Favorite
• Edit an existing personal Favorite.
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