Cisco Cisco Agent Desktop 8.5 Guia Do Utilizador
Cisco Desktop Administrator User Guide
188
June 2007
Setting Up a Task Button for After-Call Work
Premise
Rock Coast Products wants to set up a task button that prepares a Microsoft Outlook
2000 e-mail message for after-call work.
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.
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
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.
Steps
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. Select 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.
9. Use your mouse to maximize Access, and then begin typing the following
macro keystrokes; the macro recorder records your keystrokes.
Macro Keystrokes
Action
[HOME]
Press Home to position the cursor in the
first field in the form.
first field in the form.
[TAB]
Press the tab as many times as needed to
go to the e-mail address field.
go to the e-mail address field.