Document Outline

• Contents
• About MaxAgent
  • Microsoft Outlook and Outlook Express Support
  • ACT!/GoldMine® Support
  • Licensing
• Installation
  • Pre-Installation Checklist
  • Installing MaxAgent on a Client System
  • Uninstalling MaxAgent
  • Automatic Upgrade
  • Downgrade Procedure
• Getting Started
  • Logging In
    • Version Mismatch Dialog Box
    • Logging In Remotely
    • IP Extensions Using IP Talk
  • When Connection Is Broken
  • Overview of the Main Window
    • Status Bar
    • Toolbar Buttons
    • Call Information Panel
    • Tabbed Pages
  • Changing Activity Status and Recording Activity Greetings
  • Setting Status to Ready or Not Ready
  • Turning Do Not Disturb On and Off
  • Log Out or Change Workgroups
  • Minimizing and Exiting MaxAgent
  • Shrinking MaxAgent
  • Using the Windows Tray Phone Icon
  • Searching in the Tabbed Windows
  • Customizing the Display
• Using MaxAgent
  • Answering Calls
  • Dialing Out
    • Shortcut-Key Dialing and Smart Tag Dialing
    • Dialing Speed Dial Numbers
    • Redialing
  • Placing Calls on Hold
  • Using Call Waiting
  • Transferring Calls
    • Displaying a Note on the IP Phone LCD
  • Making Conference Calls
    • Station Conferencing
  • MeetMe Conference
    • Working in the MeetMe Conference Window
    • Creating a Meeting
    • E-mailing a Meeting Invitation
    • Starting and Stopping a Meeting
    • What the MeetMe Conference Host Can Do
    • Continuing a Meeting Beyond Its Duration Time
    • Joining a MeetMe Conference
  • Recording Calls
    • Recording on Demand
  • Using Account Codes
  • Checking Voice Mail
    • Dealing with Voice Mail
    • Save at Remote Server or Export Locally
    • Deleting Messages
    • Returning a Call
    • Attaching a Note
    • Forwarding Voice Mail
    • To record an introductory message
  • Monitoring Activity of Other Extensions/ Workgroups
    • Choosing Workgroups / Extensions to Monitor
    • Reading the Monitor List
    • Calling or Picking Up Calls
  • Viewing the Call History
  • Adding Contacts to MaxAgent
  • Checking Workgroup Status
  • Viewing Your Workgroup Performance
  • Viewing Queues
    • Pick Up Calls from Queue
  • Using ActiveX Control with Third Party Applications
• Configuring MaxAgent
  • General Information
    • Configuring Microsoft Office Programs To Display the Max Smart Tag
    • Enabling the Max Smart Tag in Internet Explorer
  • Call Handling
  • One Number Access (ONA)
    • Before You Set Up ONA
    • Setting Up One Number Access
  • Message Notification
    • Working with Voice Mail Groups (Distribution Lists)
    • Working on Voice Mail Group Lists
  • Call Alert Options
  • Voice Mail Play Options
  • CRM Integration
  • Tab Layout
  • Theme Selection
  • Server Time
  • IPTalk
  • Log
• Using MaxCall
  • Logging in to MaxCall
  • The MaxCall Tab
  • Using a Phrase
  • Recording a Phrase
  • Reviewing a Phrase
• Appendix A
  • Errors and Troubleshooting
    • Troubleshooting IP Connectivity from a Remote Location
• Index