AltiGen MAXCS 7.5 MaxAgent - Manual (Page 37)

MaxAgent Manual 31
Transferring Calls
MaxAgent allows for both supervised transfer (in which you
confirm the transfer with the target) and blind transfer. Before
transferring, you can type a note in the User Data field of the call
(for the call to carry user data, it must be a trunk call), and that
note will be displayed on the MaxAgent screen of the person
receiving the transfer. The agent receiving the transfer can add
data to this field but cannot delete data.
(What you type in the User Data field for the call is also displayed
on the History tab in the call’s Note field.)
Note: If user data is written to an internal call, the content is
saved as a call memo but cannot be carried with the call.
You may transfer calls in the following ways:
Dragging — Drag and drop the call (either while it’s ringing or
connected) onto the target number on the Directory, Speed Dial,
Contacts, or Monitor tabbed pages.
Dialing — While connected to a call, in the dialing field enter the
target number you want to transfer to, then click the Transfer
button.
Clicking — If the target number is on the Directory, Speed Dial,
Contacts, or Monitor tab, click it. Then click Transfer.
You’re asked to confirm the transfer by clicking the Yes button in
a confirmation dialog box.
You can click Yes before the party answers to do a blind transfer,
or you can wait for the person to answer and then confirm or
cancel the transfer.
Clicking in the User Data field opens the User Data
dialog box, where you can type a note. (See page 32.)