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MaxAgent Manual 73
Configuration
Select a theme and click Apply to see the change, or click OK to accept the
theme. The theme changes without restarting MaxAgent.
IPTalk
If you’re using IPTalk, set the options in the IPTalk configuration screen:
- 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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