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IPFX Live Toolbar Documentation
Using The IPFX Live Toolbar
IPFX Live Toolbar
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Table of contents
IPFX Live Toolbar
About This Guide
Who This Guide Is For
Typographical Conventions
Getting Help
What is IPFX Live Toolbar?
Before You Begin
Starting IPFX Live Toolbar
Using The IPFX Live Toolbar
Using locations
What are locations?
Locations and default return times
Setting your location in IPFX Live Toolbar
Returning from a location
Setting another extension's location
Setting another extension's location from the Directory using Live Toolbar
Setting a location for multiple extensions
Entering Operator Instructions
Editing your Location Settings in Live Toolbar
Prime Time Tab
Changing your extension's properties
Details Button
Viewing Queue Properties
Changing Work Time
Auto Answer Queue Calls
Personal Queue Priority
Setting up your mailbox phone numbers
Properties
Groups Tab
Personal Voicemail Distribution Groups
Personal Contact Groups
Viewing Site Specific Details
PABX Tab
Hours
Related
Call Profiles
Adding a New Call Profile
Add the Settings/Properties to your Call Profile
Directory
What is the Directory?
Dialing from the directory
Dialling Other Available Numbers
Chat
Send an Email message from the Directory
Extension Properties
View Extension Images
Customized Printout
Print Preview
Customizing the Directory in your IPFX Client
Filtering the Directory
Company Directory
What is the Company Directory?
Dialling from your Company Listing
Transferring a Call to the Company Directory
Ending the Call
Personal Directory
Accessing Personal Directory
Dialling from your Personal Listing
Transferring a Call
Ending the Call
Adding / Editing a New Contact
Queues
What is a Queue?
Viewing Queues
Viewing Queue Agents and Call Flow
Queue Name
Queue Statistics
Agent Information
Viewing Queue Calls
Queue Calls
Document Queuing
How a Callback presents itself to an Agent
Queue Pickup
Last Agent to Log out of Queue Notification
Queue Hold
Queue Control
Queue Properties
Dial
Dial/Making an Outbound Call
Recently Dialled Numbers
Answering a Call
Hangup/Completing a Call
Transferring a Call
Complete Transfer
Cancel Transfer
Hold
Resume
Queue Hold
Queue Resume
Hold For
Pickup
Monitor
Intrude
Send to Voicemail
Send a message
What is "Sending a Message?"
Sending a Message
Record
What is Record?
Recording Criteria
Recording a Conversation
Stop Recording a Conversation
Work Time
What is Work Time?
Adding Work Time
Custom Work Time
Clear Work Time
Setting default Work Time
Configuration
Reports
Display Screen
Properties
General Tab
Queues Tab
Templates Tab
Adding a New Template
Editing a Template Field
Deleting a Template Field
Deleting a Template
Changing the Order of the Templates
Changing the Transition Time of the Templates
Insight - Viewing Extension Details and Appointments
Viewing Main Tab of Insight
Viewing User Tab of Insight
Viewing Related Tab of Insight
Viewing Schedule Tab of Insight
Suppressing Voice Capture
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