1. Interaction Client Training

2. Customizing your View

3. How to Add Tabs
Right click on the department bar at top and select “New View.”
Select “Workgroup Directories.”

4. How to Add Tabs
Select and “Add” any department tab you wish to display.

5. How to Move Tabs Grab and Drag the tab you wish to rearrange.
Grab and drag the tab to create a new view to customize with new tabs.

6. How to Customize Tabs Select the tab you wish to customize.
Right click to add or remove displays.

7. How to Customize Tabs Grab and drag to rearrange your view:
Adjust width of each column:

8. How to Set Auto Status
When set to Auto Status, your status will automatically change to “Away from desk” when computer is locked.
Under Options, select Configuration:
Select the option under the “When to Change” tab demonstrated below and Apply.

9. How to Set Auto Status
Adjust the options to look exactly as below under the “What to Change” tab.

10. How to Transfer Calls
After answering the call, select “Hold” then “Transfer.”

11. How to Transfer Calls
In the transfer box, search the person the caller is requesting and “Consult.”
Note: Always consult first before transferring a call.

12. How to Transfer Calls Talk to Caller while Consultant on hold.
Disconnects from Caller and Consultant.
Talk to Consultant while caller on hold.
Talk to Consultant and Caller at the same time.
Transfers call to Consultant.
Cancel attempt to connect with Consultant.

13. How to Add Voicemail Tab
Right click where you would like the voic tab.
Select “Unified Messaging” then “Voic .”

14. How to Listen to Voicemails
Highlight the voic you wish to hear.
Select “Play To: Telephone Handset” to listen through phone handset/headset and click the play button.

15. Additional Features
Camp – You can “Camp” a person. When their status changes, a box will pop up on the bottom right of the screen.
Business Button – Creates a new to the person selected.