To display the Taskbar menu:
Several operations are available through the Contact Center Taskbar Application's menu. The table below shows each menu item with a brief functional description:
|
Taskbar Menu Item |
Functional Description |
|
New Phone Call |
This option opens a new Phone Call form to enable you to make an outgoing call. |
|
My Interactions |
When there are active interactions, this option leads to a drop-down list that displays the contact name, phone number, and status of each interaction. Selecting an item from the drop-down list opens the Phone Call form for the selected interaction. |
|
My Status |
This option leads to a drop-down list of agent availability options. The item for your current availability status has a check mark beside it. Change status by selecting another item from the drop-down list. |
|
Sign In |
If you are not signed in to MS CRM and the Genesys Framework, the Sign In option is available in the menu. When selected, this option opens the Sign-In/Authentication dialog box. |
|
Sign Out |
If you are already signed in, the Sign Out option is available in the menu. When selected, this option begins the process of signing you out of the Adapter and MS CRM. Advisory messages may appear. |
|
Contact Center |
This option opens the Genesys Contact Center main window as if you had opened it from the Genesys menu in MS CRM. From here you have full access to all Genesys Contact Center functionality. |
|
Settings... |
This option opens the Contact Center Taskbar application Settings dialog box. |
|
Help |
This option opens the Microsoft CRM Help system with integrated help topics for the Gplus Adapter, Genesys Contact Center, and Contact Center Taskbar application. |
|
Exit |
This option closes the Contact Center Taskbar application, signs you out, and removes the icon from the Windows taskbar. |