Cisco Cisco Agent Desktop 8.5 Guia Do Utilizador
Setting Up a Task Button for After-Call Work
January 16, 2013
227
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 email message for after-call work.
Rock Coast Products wants to set up a task button that prepares a Microsoft Outlook
2000 email message for after-call work.
This example retrieves customer information (email address, name, and amount of
sale) from an Access 2000 database and pastes that information into an Outlook
2000 email message.
sale) from an Access 2000 database and pastes that information into an Outlook
2000 email message.
Assumptions
■
Agent was viewing 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 email and sends it manually.
Steps
1. In Desktop Administrator, choose Desktop Configuration > Work Flow Groups
> Agents, select a work flow group, then click User Interface. The User
Interface Setup window appears.
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, 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”), then click OK. The Macro Editor window appears.
8. Click Record to start recording the macro.
9. Use your mouse to maximize Access, 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.
the form.
[TAB]
Press tab as many times as needed to go to the email
address field.
address field.