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When a call is transferred, CallCoordinator for Windows displays the following message at the bottom of
the target agent’s window:
Call from Summers Frank. Transferred from Mike.
The first name in the message (Summers Frank) is the name of the person being transferred (
if
that name
is in the currently selected directory; otherwise, the telephone number is displayed). The second name
(Mike) is the name of the agent transferring the call (
if
the agent is in the currently selected directory;
otherwise, the extension is given instead of the name).
Selecting Your Defaults
You can simplify call and data transfers for yourself by setting a few defaults. The following defaults are
available for you to set:
The type of data to transfer; see “Data Default for Transfers” for more information.
A default telephone directory; see “Default Directory for Transfers” on page 50 for more information.
A default transfer number; see “Default Transfer Number” on page 50 for more information.
A default host session; see “Default Host Session” on page 51 for more information.
Note: When you exit CallCoordinator for Windows, any defaults that you set are lost. To use them
again, you must reset them.
Data Default for Transfers: You can select either of the following data options as your default:
Update Target Host Screen, which causes the target agent’s screen to be the same as yours when
you initiate the transfer; the other agent can update the data with this option, thus enabling the agent
to take over the transaction with the caller
or
Send Host Screen Image, which will display a copy of your current host screen on the target
agent’s screen when you initiate the transfer; with this option, however, the other agent can only view
the data.
If you regularly (or only) send one type of data, you can establish it as your default (and avoid having to
specify it each time you transfer data). Do the following to set your data default:
1. Click on the Transfer pushbutton to open the CCWin Transfer window.
2. Click on Defaults on the menu bar.
The Defaults pull-down menu appears.
3. Click on Data on the Defaults pull-down menu.
4. Do one of the following:
Click on Update Target Host Screen
or
Click on Send Host Screen Image
If you do not have a need to send host data, click on No Host Data to establish this option as your
default.
Chapter 3. Using the Telephone Features 49