Cisco Cisco Unified CRM Connector 8.0 사용자 가이드
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you will need to clear the record and load the
contact record. This protects you from losing
work; otherwise the automatic screen pop would
over-write the current Contact Data record.
contact record. This protects you from losing
work; otherwise the automatic screen pop would
over-write the current Contact Data record.
Contact Data
1. Finish any outstanding work and save the
Contact Data record.
2. Press the Clear button on the Contact Data to
clear the open record.
3. Select and make the contact the current
contact.
4. Press the Load button on Contact Data to
open the record.
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:
Windows to 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.
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.
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.
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 customer contact information.
End a contact by ending the call and saving and
clearing the Contact Data.
clearing 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
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