Cisco Cisco Unified CRM Connector 10.0 User Guide

You may open up additional Microsoft CRM Windows to 
work with contacts.  There are two scenarios for this: 

ƒ  Open a window for the Contact Data – use the 

Expand button for the current open record. 

ƒ  Open a window for a customer contact – use the 

contact name link in the CTI Contact for this. 

1.  With a record open in Contact Data. 
2.  Press the Expand button to open the contact 

information into a new Microsoft CRM window. 

1.  Click on the contact name link in the CTI Contact line. 
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. 

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 

next screen pop. 

4.  If necessary, set yourself Ready for the next call or set 

change your work mode for your next task. 

 

 

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