Filter
Top Products
You may find this feature most useful when transferring to an ACD group in that it enables you to
leave a comment for the next available agent. You can enter up to 254 characters (the box scrolls).
Your comment appears on the target agent’s or the next available agent’s window, next to the tele-
phone icon. (If the target agent has more than one line, the comment appears next to the telephone
icon for the line they have selected.)
Note: You cannot enter a comment in the Comment for Target Agent box if you select the Send
Host Screen Image option. See step 4.
3. If necessary, click on the Customer ID box, and change the customer identification in it.
This box usually contains any customer identification information that has been collected by
CallCoordinator for Windows (such as a telephone number, account number, and so on). You may
need to change it if, for example, the caller calls from a different location than usual, such as from a
mobile phone or public telephone (CallCoordinator for Windows cannot match the caller’s number to
the customer ID in these cases).
Note: Skip the next step if you do not plan to transfer data, and go on to step 5.
4. Optionally, to transfer host data (with or without the call), do the following:
a. Click on Defaults on the CCWin Transfer window menu bar.
The Defaults pull-down menu appears.
b. Click on Data on the Defaults pull-down menu.
The Data pull-down menu appears, as shown in Figure 26.
Figure 26. CCWin Transfer Window—Data Pull-Down Menu
Chapter 3. Using the Telephone Features 47