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iv MaxAgent Manual

Errors and Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Troubleshooting IP Connectivity from a Remote Location . . . . 78

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79

1 2 3 4 5 6 7 8 9 10 11 ... 87 88

MaxAgent™ 1
WARNING! 2
TRADEMARKS 2
Contents 3
CHAPTER 4 4
CHAPTER 5 5
Warranty 7
Effect of State Law 8
Sales Outside the U.S.A 8
About MaxAgent 9
ACT!/GoldMine® Support 10
Licensing 10
Installation 11
4 MaxAgent Manual 12
Uninstalling MaxAgent 14
Automatic Upgrade 14
Downgrade Procedure 14
Getting Started 15
8 MaxAgent Manual 16
Version Mismatch Dialog Box 17
Logging In Remotely 17
When Connection Is Broken 18
Overview of the Main Window 18
Status Bar 19
Toolbar Buttons 20
Call Information Panel 21
Tabbed Pages 22
MaxAgent Manual 15 23
Activity Greetings 24
Log Out or Change Workgroups 25
Shrinking MaxAgent 26
Customizing the Display 27
20 MaxAgent Manual 28
MaxAgent Manual 21 29
22 MaxAgent Manual 30
Dragging and docking tabs 30
MaxAgent Manual 23 31
24 MaxAgent Manual 32
Answering Calls 33
Dialing Out 34
Dialing Speed Dial Numbers 35
Placing Calls on Hold 36
Using Call Waiting 37
Transferring Calls 37
30 MaxAgent Manual 38
Transferring to Voice Mail 39
Making Conference Calls 40
Canceling Conference Calls 41
MeetMe Conference 42
MaxAgent Manual 35 43
Arrow indicates sort order 43
Creating a Meeting 44
One Time Only Meeting 46
Weekly Meeting 46
Monthly Meeting 47
40 MaxAgent Manual 48
MaxAgent Manual 41 49
Recording Calls 50
Using Account Codes 51
44 MaxAgent Manual 52
Checking Voice Mail 53
Dealing with Voice Mail 54
Deleting Messages 55
Returning a Call 55
Attaching a Note 55
Forwarding Voice Mail 56
Workgroups 57
Reading the Monitor List 58
Viewing the Call History 59
52 MaxAgent Manual 60
Checking Workgroup Status 61
Viewing Queues 62
Applications 63
Manuals) 64
Configuring Your MaxAgent 65
General Information 66
Call Handling 67
Forwarding All Calls 68
Do Not Disturb 68
One Number Access (ONA) 69
Before You Set Up ONA 70
Setting Up One Number Access 70
Using a Password 72
Message Notification 73
66 MaxAgent Manual 74
MaxAgent Manual 67 75
Call Alert Options 76
Voice Mail Play Options 77
CRM Integration 77
70 MaxAgent Manual 78
Tab Layout 79
Theme Selection 80
Configuration 81
74 MaxAgent Manual 82
76 MaxAgent Manual 84
Errors and Troubleshooting 85
Location 86

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