Cisco Cisco Unified CRM Connector 8.5 User Guide

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Navigating to 
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.  
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 
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. 
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. 
Auto-clear on Ready clears the Record in the Contact Data 
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 
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-
Clear state. 
3.  Save your changes. 
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.   
Set Recent 
Contact List Size 
1.  Navigate to the User CTI information page. 
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 
three management function for Favorites: 
•  Add a new favorite 
•  Delete an existing personal Favorite 
•  Edit an existing personal Favorite. 
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