Altigen MAXCS 7.5 Salesforce Connector Configuration Guide Uživatelský manuál stáhnout pdf (Strana 12)

MaxCS Salesforce Configuration Guide Page 12 of 17

If no data can be matched to the data from the call, the panel will

show a message that no matching results were found.

If no result is found for IVR data, but multiple records match the

Caller ID, then those matching records will be listed.

Those records will not appear in the main window; they appear only

in the softphone.

Making Calls

On the Salesforce.com web page, phone number fields are shown with a hotlink and a handset icon next

to them. Clicking the hotlink or the icon will dial the number. The MaxCS Connector will forward the call

control to MaxAgent or MaxCommunicator.

You can also make outbound calls from the MaxCS Connector panel:

1. Click the “Line 1” hotlink. A dial pad opens.

2. Enter the phone number in the field.

3. Click Dial.

To log out of the MaxCS Connector, choose Log Out from the pull-down menu in the softphone.

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Altigen MAXCS 7.5 Salesforce Connector Configuration Guide Uživatelský manuál Strana 12