Altigen MAXCS ACC 6.5 Spezifikationen

AltiAgent™ManualMAX Communication ServerRelease 6.06/2008 4503-0001-6.0

2 AltiAgent ManualACT!/GoldMine® SupportAltiAgent 6.0 supports ACT! 2005, 2006, and 2007 and GoldMine® 6.0, 6.5, and 6.7 contact management software,

AltiAgent Manual 3InstallationCHAPTER 2InstallationThe client system must meet the following minimum requirements. • IBM/PC AT compatible system• 1GH

4 AltiAgent Manual3. Open the AltiAgent folder, and run the Setup program in that folder, following the step-by-step installation instructions as they

AltiAgent Manual 5InstallationNote: The AlpInterface might be located under \WinNT\System32\, \Windows\System32\ or some other location. Use the Sear

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AltiAgent Manual 7Getting StartedCHAPTER 3Getting StartedStart AltiAgent from the Microsoft Windows Start menu, by choosing Start > All Programs &

8 AltiAgent ManualIf you want to store your login password and have it entered automatically the next time you log in to AltiAgent, check the Always s

AltiAgent Manual 9Getting StartedLogging Out or Changing WorkgroupsAfter you’ve logged in, you can log out or change the workgroups you’re logged in

10 AltiAgent ManualLogging In RemotelyYou can use AltiAgent from a remote location if • AltiAgent is installed on your remote computer• Your extension

AltiAgent Manual 11Getting StartedTroubleshooting IP ConnectivityIf problems occur, they may be due to a failure to connect to your ISP or due to fir

WARNING!Toll fraud is committed when individuals unlawfully gain access to customer telecommunication systems. This is a criminal offense. Currently

12 AltiAgent ManualIf AltiAgent is not on your Windows desktop, but either icon appears in the Windows tray, double-click it to open the AltiAgent mai

AltiAgent Manual 13Getting StartedPlease register AlpInter-face.dll (regsver32 AlpInterface.dll).AltiAgent uses this dll to communicate with MAXCS. I

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AltiAgent Manual 15Using AltiAgentCHAPTER 4Using AltiAgent as a Workgroup AgentOnce you log in to AltiAgent, the main window appears. This window pro

16 AltiAgent ManualThe statistics are largely self-explanatory, but it may be noted that the Service Level represents the percentage of workgroup call

AltiAgent Manual 17Using AltiAgent• Idle—the extension is not in use• Music on Hold—an extension user placed the call on hold to take another call •

18 AltiAgent ManualTo hear the greeting played back, select Review. Change your greeting whenever you want to.The DND button Is a toggle that turns Do

AltiAgent Manual 19Using AltiAgent• The USER MEMO button lets you type a brief memo about a call/caller while you are on the call. Later, click the M

20 AltiAgent ManualHandling CallsThe AltiAgent call handling functions include:• Dialing out, page 20• Placing calls on hold, page 23• Using call wait

AltiAgent Manual 21Using AltiAgentThe list can display up to 2,000 entries. If you are working with more than 2,000 entries, you can find the entry b

AltiAgent Manual iContentsContents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iWarranty . . . . . . .

22 AltiAgent Manual• If you click Yes, AltiAgent inserts the trunk access code ("9") and long distance number ("1") automatically.

AltiAgent Manual 23Using AltiAgentPlacing Calls on HoldDuring a phone call, click the Hold button in the AltiAgent main window. The state of the call

24 AltiAgent Manual1. While connected to a call, click the Transfer button.2. Specify the extension or phone number to transfer the call to, then clic

AltiAgent Manual 25Using AltiAgentTransferring to Voice MailWhile connected to a call, click To VM on the main window. In the box that pops up, choos

26 AltiAgent ManualForwarding Calls Using Do Not DisturbIf allowed, click the DND button to forward all incoming calls according to your Enable Busy C

AltiAgent Manual 27Using AltiAgentStation ConferencingNote: In order to conference incoming calls, Single Call Waiting, Multiple Call Waiting or Live

28 AltiAgent ManualTo add another party, click the Conference button and repeat steps 2-4.When lines are holding, you can add parties to a conference

AltiAgent Manual 29Using AltiAgentCanceling Conference CallsYou can cancel the conference using any of the following methods: •Click the Cancel butto

30 AltiAgent Manual• Modify or delete a meeting • See meeting ID, subject, scheduler, time, frequency, start time, end time, the last time the meeting

AltiAgent Manual 31Using AltiAgentUsing the Calendar ButtonThe Create Meeting and Modify Meeting dialog boxes use Calendar buttons for date selection

ii AltiAgent ManualResizing the Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12CHAPTER 4Using AltiAgent as a Workgroup A

32 AltiAgent ManualFill in the fields of the Create Meeting dialog box, and click OK. See the following sections for directions on filling in the fiel

AltiAgent Manual 33Using AltiAgentOne Time Only MeetingIf you select One Time Only from the Schedule drop-down list, these are your options in the mi

34 AltiAgent Manual1. In the Duration field, specify the duration of the meeting, using the Up/Down arrows.2. In the Start field, specify the start of

AltiAgent Manual 35Using AltiAgent4. Select either On Date to specify a day of the month by number (for example, the 10th day of the month) or select

36 AltiAgent ManualStarting and Stopping a MeetingThe meeting host and the MaxAdministrator (“maxdmin”) can start and stop a meeting.To start a meetin

AltiAgent Manual 37Using AltiAgentJoining a MeetMe ConferenceUsers calling from an extension can join a meeting by dialing the MeetMe Conference exte

38 AltiAgent ManualTo record a call:1. While connected to a call, right-click on the conversation to open a drop-down list.2. Select Start Recording.

AltiAgent Manual 39Using AltiAgentUsing Account CodesIf your system is set up to use account codes, you can associate calls to specific codes for bil

40 AltiAgent Manual3. In the Account Code dialog box, select an account code if a list is displayed, and click OK. If a list is not displayed, enter a

AltiAgent Manual 41Using AltiAgent• New voice mail messages are indicated by a white, closed envelope icon in the status panel of AltiAgent.• If the

AltiAgent Manual iiiViewing the Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Viewing Workgroup Statistics . . . .

42 AltiAgent ManualWhen you listen to a new message, the envelope icon changes from closed to open, indicating that the message has been heard. As the

AltiAgent Manual 43Using AltiAgentType the note in the area provided and click OK. The entry will be displayed in the Note field of the voice mail.Fo

44 AltiAgent ManualIf you need to search for a person by extension or group name, or extension or group number, type the first letters of the number/n

AltiAgent Manual 45Using AltiAgentSetting Status to Ready or Not ReadyClick the Not Ready button to tell the system not to send workgroup calls to yo

46 AltiAgent Manual• From Supplemental Caller Data, including user data tagged to the call, and data included by using the AltiAgent User Memo button,

AltiAgent Manual 47Using AltiAgent3. To share or push the URL, select the URL you want to share by clicking it, then click Push to send it or Share t

48 AltiAgent ManualExtensions to which your system administrator has given you monitoring rights are listed here, in addition to any workgroups to whi

AltiAgent Manual 49Using AltiAgent• Voice Mail—the extension is in voice mail• Auto Attendant—the extension is connected to an auto attendant• Holdin

50 AltiAgent Manual• Number—the extension or phone number. Upward arrow icons indicate outgoing calls; downward arrows indicate incoming calls. Clicki

AltiAgent Manual 51Using AltiAgentMost of the data is self-explanatory, but you might note the following:• The Service Level represents the percentag

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52 AltiAgent ManualViewing QueuesClick the Queue tab to view the calls in queue for the monitored workgroups. The call data includes the Caller ID and

AltiAgent Manual 53Using AltiAgentUsing ActiveX Control with Third Party ApplicationsThe AltiAgent ActiveX Control Object is an ActiveX Object. It wo

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AltiAgent Manual 55ConfigurationCHAPTER5Configuring Your Station SettingsYou can configure the following settings and options by clicking the button

56 AltiAgent ManualGeneral InformationThe General Info tab lets you edit your password, the default trunk access code, voice mail settings, audio and

AltiAgent Manual 57ConfigurationVoice Mail Play OptionsYou can choose to play your messages on your phone set, or play them on your sound card and sp

58 AltiAgent ManualAccessing DatabasesAltiAgent can access phone numbers from your Microsoft Outlook, Outlook Express, ACT!, or GoldMine® database. Du

AltiAgent Manual 59ConfigurationColor SelectionSelect either Nattierblue (default) or Burgundy as the color of the AltiAgent window.MiscellaneousRele

60 AltiAgent Manual• The first three radio buttons provide choices for when to open a text chat session during web-based calls—that is, whether to ope

AltiAgent Manual 61Configuration• The settings on your AltiAgent Call Handling tab must not conflict with ONA. Specifically:— Enable Do Not Disturb m

AltiAgent Manual vWarrantyWhat The Warranty CoversAltiGen Communications warrants its hardware products to be free from defects in material and workm

62 AltiAgent ManualIf you choose Enable schedule based access, you can set up to four different schedules in the dialog box that pops up.3. Check the

AltiAgent Manual 63ConfigurationWhen ONA is active, the system dials the forwarding number(s) in the order from Forwarding Number 1 through Forwardin

64 AltiAgent ManualForwarding All CallsIf you want to forward calls to an external number, select a trunk access code in the drop-down list, then begi

AltiAgent Manual 65ConfigurationThe remaining three activity codes (7, 8, 9) may or may not be customized by the system administrator.Note: Checking

66 AltiAgent Manual• Multiple Call Waiting—enables a “personal queue” of multiple calls waiting. You must also select the Place Caller In Queue option

AltiAgent Manual 67Configuration• The types of messages to which you want to be alerted: none, urgent voice messages only, or all voice messages.• Sc

68 AltiAgent ManualWorking on Voice Mail Group ListsTo work on your personal voice mail groups, on the Message Notification tab, click the VM Group Ed

AltiAgent Manual 69Configuration2. Use the scroll bar to select a Group ID. 3. Enter the VM Group Name and any Comments. These are optional but will

70 AltiAgent ManualTo add or edit station speed dial numbers1. Click the Station Speed tab in the Config window.2. Click a Station ID to select it. 3.

AltiAgent Manual 71ConfigurationTo delete station speed dial numbers1. On the Station Speed tab, click the Station ID, and then click Edit, or double

vi AltiAgent Manual1. Take or ship the product (shipment prepaid) to your AltiGen distributor or to AltiGen Communications, Inc.All materials being re

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IndexAltiAgent Manual 73IndexAAA state 16account codes 39ACT 1, 58ActiveX control 53Activity 64advanced database option 59answer options 66Apply butt

Index74 AltiAgent Manualhold pending 16, 49IIdle state 17installation requirements 3IP extension, troubleshooting 11IP-Talk License 2Jjoin to conferen

IndexAltiAgent Manual 75Centrex 26transfer calls 24transfer to auto attendant 25transfer to voice mail 24transferring calls to voice mail 25Troublesh

AltiAgent Manual 1InstallationCHAPTER 1About AltiAgentAltiAgent is a Windows desktop application designed to improve the performance of workgroup and