Viewing Main Tab of Insight

IPFX for Outlook

Viewing Main Tab of Insight

Functionality within the Main Tab:

Note Above is an example of the IPFX Insight screen.

This Feature

 

Does This

User

 

Name of the User who has forwarded the calls.

From

 

CLI of the Caller.

Status

 

What Location the user is in.

Reason

 

Reason for the Call.

Greeting

 

If the user would like you to answer the phone in a specific manner, they can write the script here. This is an IPFX for NEC feature only.

LCD

 

Send an LCD Display message to a user's phone. This is an IPFX for NEC feature only.

Chat

 

Enables you to chat with the extension. This is an IPFX for NEC feature only.

Clear

 

Clears all LCD Message sent. This is an IPFX for NEC feature only.

Operator Instructions

 

This displays any operator instructions the user has left for you.

Call History

 

This displays the history of the caller (both internal and external), eg: Customer A has called in three times over the last week.

This feature will also display any Call flow and/or notes from extensions within the company for each call if you place your cursor over the .

This will display the details screen as shown below.

This is only visible when on a live call.

See Also

Insight - Viewing Extension Details and Appointments

Viewing User Tab of Insight

Viewing Related Tab of Insight

Viewing Schedule Tab of Insight