intelli CTi for Infor CRM Desktop Quick Reference Guide
intelli-CTi Breeze Desktop Display
LAN Client - Desktop Quick Reference Guide Making Telephone Calls from within Infor CRM…
To make a telephone call from within Infor CRM, click the telephone toolbar icon and the intelli-CTi Dialler will appear. The intelli-CTi Dialler will enable you to dial any telephone number of the currently selected CRM Contact (or Account). Hide/Show the intelli-CTi panel in the sidebar/tab Show a list of your recent telephone calls
Receiving Telephone Calls within Infor CRM… When a telephone call is received into Infor CRM, the Associate Telephone Call window will appear (screen-pop). This window will display information about the potential caller and is used to confirm an association of the caller and the telephone call with a selected CRM Contact.
Dial a telephone number that you type in Hide your telephone system connection details Toggle the display mode used for telephone calls View the status and duration of your current telephone call Control your current telephone call Take notes while a telephone call is in progress Change your intelli-CTi/QGate Breeze configuration View and update your Agent Status Pin/Unpin the side-bar so that it remains open
Copyright QGate Software Limited. intelli-CTi is a trademark of QGate Software Limited — all rights reserved.
intelli-CTi Breeze Desktop Display
Web Client - Desktop Quick Reference Guide Making Telephone Calls from within Infor CRM…
To make a telephone call from within Infor CRM, click the Entity Dialler toolbar icon and the intelli-CTi Dialler will appear. The intelli-CTi Dialler will enable you to dial any telephone number of the currently selected CRM Contact (or Account). Hide/Show the intelli-CTi panel in the sidebar/tab
Receiving Telephone Calls within Infor CRM…
Show a list of your recent telephone calls Dial a telephone number that you type in
When a telephone call is received into Infor CRM, the Associate Telephone Call window will appear (screen-pop). This window will display information about the potential caller and is used to confirm an association of the caller and the telephone call with a selected CRM Contact.
Hide your telephone system connection details Toggle the display mode used for telephone calls View the status and duration of your current telephone call Control your current telephone call Take notes while a telephone call is in progress Change your intelli-CTi/QGate Breeze configuration View and update your Agent Status Pin/Unpin the side-bar so that it remains open
Copyright QGate Software Limited. intelli-CTi is a trademark of QGate Software Limited — all rights reserved.
LAN Client - Desktop Quick Reference Guide Making Telephone Calls from within Infor CRM…
To make a telephone call from within Infor CRM, click the telephone toolbar icon and the intelli-CTi Dialler will appear. The intelli-CTi Dialler will enable you to dial any telephone number of the currently selected CRM Contact (or Account). Hide/Show the intelli-CTi panel in the sidebar/tab Show a list of your recent telephone calls
Receiving Telephone Calls within Infor CRM… When a telephone call is received into Infor CRM, the Associate Telephone Call window will appear (screen-pop). This window will display information about the potential caller and is used to confirm an association of the caller and the telephone call with a selected CRM Contact.
Dial a telephone number that you type in Hide your telephone system connection details Toggle the display mode used for telephone calls View the status and duration of your current telephone call Control your current telephone call Take notes while a telephone call is in progress Change your intelli-CTi/QGate Breeze configuration View and update your Agent Status Pin/Unpin the side-bar so that it remains open
Copyright QGate Software Limited. intelli-CTi is a trademark of QGate Software Limited — all rights reserved.
intelli-CTi Breeze Desktop Display
Web Client - Desktop Quick Reference Guide Making Telephone Calls from within Infor CRM…
To make a telephone call from within Infor CRM, click the Entity Dialler toolbar icon and the intelli-CTi Dialler will appear. The intelli-CTi Dialler will enable you to dial any telephone number of the currently selected CRM Contact (or Account). Hide/Show the intelli-CTi panel in the sidebar/tab
Receiving Telephone Calls within Infor CRM…
Show a list of your recent telephone calls Dial a telephone number that you type in
When a telephone call is received into Infor CRM, the Associate Telephone Call window will appear (screen-pop). This window will display information about the potential caller and is used to confirm an association of the caller and the telephone call with a selected CRM Contact.
Hide your telephone system connection details Toggle the display mode used for telephone calls View the status and duration of your current telephone call Control your current telephone call Take notes while a telephone call is in progress Change your intelli-CTi/QGate Breeze configuration View and update your Agent Status Pin/Unpin the side-bar so that it remains open
Copyright QGate Software Limited. intelli-CTi is a trademark of QGate Software Limited — all rights reserved.
