Cisco Cisco Agent Desktop 8.5 Guia Do Utilizador

Rock Coast Products wants to set up a task button that prepares a Microsoft 
Outlook 2000 e-mail message for after-call work.

This example retrieves customer information (e-mail address, name, and amount 
of sale) from an Access 2000 database and pastes that information into an 
Outlook 2000 e-mail message. 

Assumptions:

■

The agent has been looking at the customer’s record in the Access 
database in form view

■

Outlook is open on the agent’s desktop and is displaying the In Box.

■

The agent reviews the automatically-generated e-mail and sends it 
manually.

1. In Desktop Administrator, click Desktop Configuration > Work Flow 

Groups > Agents, select a work flow group, and then click User 
Interface.

The User Interface Setup window appears.

2. On the Toolbar tab, select the task button you wish to configure.

3. Check the Visible check box.

4. Type a brief hint to describe the action (for instance “After Call Email”) in 

the hint field.

5. Click Add.

6. In the Select Action dialog box, select the Run Macro tab and then click 

New.

The New Macro dialog box appears.

7. In the New Macro dialog box, type a name for the new macro (for instance, 

“AfterCallEmail”), and then click OK.

The Macro Editor window appears.

8. Click Record to start recording the macro.