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MaxAgent Manual
• Dialing Using Shortcut Keys—You can select a phone number from
any window, for example, Internet Explorer, Microsoft Word, Excel,
Notepad, and so on, and then dial that phone number by pressing two
or three keys you define for this task. Requires configuration on the
MaxAgent/MaxCommunicator/MaxOutlook’s Configuration >
General screen (Select-n-Dial option).
• Automatic Dialing—Any phone number you dial using a Smart Tag
or the Select-n-Dial method can be dialed automatically, or you can
choose to simply have that phone number put in the dialer box.
Configure this option on the Configuration > General screen.
• MaxCall—Allows you to hand over an outgoing connected call to the
MAXCS system so that it can play a pre-recorded message to the call,
for example a marketing campaign script. This frees your extension to
make the next call. This feature is available on the MaxCall tab. A
MaxCall license must be assigned to your extension before you can see
the MaxCall tab.
Microsoft Outlook and Outlook Express Support
MaxAgent 6.5 Update1 supports Microsoft Outlook 2003 and 2007,
allowing you to obtain phone numbers to dial from a Microsoft Outlook
Contact list. MaxAgent also lets you see the incoming calls that have a
matching record in the Contact list.
You must set up the Outlook Contacts list prior to using this feature.
ACT!/GoldMine® Support
MaxAgent 6.5 Update1 supports ACT! 2006, 2007, 2009, 2010 and
GoldMine® 6.5, 6.7, and 7.0 contact management software, allowing you
to obtain phone numbers to dial from the ACT! or GoldMine® contact
database list. MaxAgent also lets you see the matching record from the
contact database list of the incoming calls.
Note:
Before ACT! can work with MaxAgent, you MUST install the
ACT! Plugin.
Note:
ACT! and Goldmine are not supported in MaxAgent for OCS,
described in “MaxAgent in Microsoft Office Communicator” on
page 85.
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