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IPFX for Outlook Documentation
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IPFX for Outlook
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IPFX for Outlook
What is IPFX for Outlook?
About This Guide
Who This Guide Is For
What this guide covers
Phone limitations
Typographical Conventions
Getting Help
Before You Begin
Starting IPFX for Outlook
Security Warning - Windows XP SP2
Password Verification
Using locations
What are locations?
Locations and default return times
Setting your location in IPFX for Outlook
Returning from a location
Setting another extension's location
Setting another extension's location using Outlook's Extension Shortcut Toolbar
Setting another extension's location in Outlook using the Directory
Setting a location for multiple extensions with Outlook
Operator Instructions
Entering and Editing Operator Instructions
Viewing Operator Instructions
Editing your Location settings in Outlook
Prime Time Tab
Try Mobile First
Changing your extension's properties
Details Button
Setting up your mailbox phone numbers
Viewing Queue Properties
Changing Work Time
Auto Answer Queue Calls
Personal Queue Priority
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
IPFX MS Exchange Out of Office Assistant Integration
About IPFX Out of Office Assistant Integration
How to Set Up IPFX Out of Office Assistant Integration on your Client
Calendar Functionality
IPFX Phone Control Toolbar
Directory
What is the Directory?
Dialing from your Directory Listing
Dialling Other Available Numbers
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
Conferencing
Meet Me Conferences
Chat
Setting a Callback
Send an Email message from the Directory
SMS
View Extension Images
Customized Printout
Print Preview
Icons on the Main toolbar & Print Preview
Extension Properties
Filtering the Directory
Directory Integration
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
Call Control
Dial/Making an Outbound Call
Dialing from your Outlook Contacts
Displaying the Outlook Contact Name within the Screen Pop
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
Forward 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
Config
Reports
CTI Options
General Tab
Network Tab
Popups Tab
IPFX Extensions Shortcut Toolbar
Adding Extensions or Queues to your Extension Shortcut Toolbar
Adding Personal Contacts to your Extension Shortcut Toolbar
Adding Company Contacts to your Shortcut Bar
Dialling from your Extension Shortcut Bar
Setting Maximum Extensions per Toolbar
To view an Extension/Queue Location
To view Extension/Contact/Queue Properties
IPFX Telephony Group Shortcuts
Voicemail Messages
What is Voicemail?
Listening to New Messages
Remote Voicemail Access
Clearing Voicemail Messages when you are Offsite
Saving money by specifying Remote Access numbers
System Tray
Alerts
Call alerts
Call Alerts and CRM Integration
Location Notification alerts
Call Screen
Callers in Voicemail
Open a Popup screen
Popup Screen Options
How to replace a Call Screen with a Call Alert
How to resize your Popup Screen
Wrapup Codes
How to View Wrapup Codes
How to use Wrapup Codes
Wrapup Folders
How to Use Notes
Dialling from a CRM form
Suppressing Voice Capture
Notes
Queue Notes
Queues in which I am an agent
Wrapup Codes (if used)
Get in touch
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