Cisco Cisco Unified CRM Connector 8.0 Betriebsanweisung
Open Contact in
CRM Window
CRM Window
You may open up additional Microsoft CRM Windows to
work with contacts. There are two scenarios for this:
work with contacts. There are two scenarios for this:
Open a window for the Contact Data – use the
Expand button for the current open record.
Open a window for a customer contact – use the
contact name link in the CTI Contact for this.
Open Current
Contact Data
record
1. With a record open in Contact Data.
2. Press the Expand button to open the contact
2. Press the Expand button to open the contact
information into a new Microsoft CRM window.
Open Contact
Record
1. Click on the contact name link in the CTI Contact line.
2. This opens another Microsoft CRM window with the
2. This opens another Microsoft CRM window with the
customer contact information.
End a contact by ending the call and saving and clearing
the Contact Data.
the Contact Data.
End Contact
1. End the call. Use hang-up or you may transfer the call
to another agent.
2. Save the Contact Data record edits.
3. Press the Clear button to clear the Contact Data for the
3. Press the Clear button to clear the Contact Data for the
next screen pop.
4. If necessary, set yourself Ready for the next call or set
change your work mode for your next task.
36