Contents

Tips and Tricks

Here are a number of shortcuts that enable you to perform some common tasks more efficiently.

Keyboard Navigation
Transferring Calls
Search a Directory
Copying Information to the Clipboard

Keyboard Navigation

You can use the Tab key, arrow keys, and other typical keyboard navigation tricks.

Use the Tab key to navigate inside a view.
Use WinKey+ up arrow key to expand Interaction Desktop to full screen. Use WinKey + down arrow key to restore it to its previous size.

Transferring Calls

You can easily transfer calls to a directory entry:

Drag any call to an entry to blind transfer to default number
Right drag any call to an entry to get an extended transfer option menu

Right-click a directory entry to display a shortcut menu that contains all the different transfer options. For more information, see Transferring Calls.

Copying Information to the Clipboard

You can easily copy a directory entry or interaction details to an email message, document or report by using the Windows clipboard. Select a directory entry or interaction and press Ctrl+C.

Paste the information in the destination application by pressing Ctrl+V. When you paste the copied information in an application, it appears in a simple, easy-to-read format similar to these examples.

Information copied from a directory entry includes information from all displayed columns.

Last Name: Took
First Name: Nora
Extension: 7777
Department: Development
Business Phone: (317) 555-7777
Home Phone: (317) 555-0300
Status: Available, No ACD
Status Notes:
On Phone: False
Time In Status: 7:23:33

The amount of information included for an interaction depends on where you select the interaction.

2055021956
Queue:
Recs: 0
Lstns: 0
Name: To: Smith Associates
Duration: 0:00:05
Number: (317) 222-2222
State: Connected
User: Nancy.Jones
Station: NancyJonesSIP
Line: SIP-Gateway
Wrapup Code:
IC Server: Primeic1
IC User: Nancy.Jones
Local Date/Time: 8/6/2008 1:33:11 PM