Introduction to the Contact Center Taskbar Application Menu

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.


Related Tasks:
Accessing the Contact Center Taskbar Application

Signing in from the Taskbar Application

Configuring Contact Center Taskbar Application Settings

Setting and Changing Agent Availability

Answering an Incoming Call

Making an Outgoing Call

Accessing the Genesys Contact Center

Managing Interactions

Signing out from the Taskbar Application