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Signal Call with Call Details

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This screen will be displayed (depending on the configuration settings) automatically when a call is made. Otherwise it can be opened either by:

 

Right mouse click on the phone icon  - Open CTI Data Connector Enterprise Edition during an active call
Left mouse double click on the phone icon if there is no active call

select

 

The status bar provides additional call information. Possible messages include: Incoming or outgoing call, call active and call completed followed by the phone number. In addition, the duration of the actual call will be displayed in the format of hours:minutes:seconds. If another call is coming in while you are phoning, this call will be signalled with the message: 1 call(s) waiting

 

 

 

 

Status bar

 

 

 

 

 

 

 

 

The label of the buttons can change depending on the call status. During an incoming call you can answer the call by pressing the button Answer (or by picking up the receiver). Press the button Reject to reject a call. An active call can be set on hold by pressing the button Hold (only visible when the call is active). You can go back to the call by pressing the button Answer. With the button Complete (only visible when the call is active) you disconnect the active call or you can be transferred by pressing the button Transfer Call .

 

The following information will be displayed:

 

Address: Customer number, address information 1 and 2, street, country code, zip code and city
Contact person: A selection of the contact persons associated with the address or only one contact person, if the phone number could be linked directly to that contact person. If supported by the database, the form of address and title will be displayed, otherwise only the first and last name. If you select a contact person, his/her name is used as contact information for the telephone note / follow-up.

Minimizing the screen

If you want to switch to another program without ending the call documentation, just minimize the window.

     Minimize window

        

Close window

 

If you select the symbol for Close window or click on the button Close, the call documentation will be terminated. The call itself will not be terminated by closing the window.

 

Saving phone note and activity

If your external application supports this function you can save the phone note and activity in the respective database or in Microsoft Outlook™ (depending on the source of the address).

 

A phone note and activity can be typed in only when the call was answered.

 

See also
 
Configuration Call Notification
 

 


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