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MAXCS 7.5 MaxOutlook
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Table Of Contents
About MaxOutlook
Licensing
Limitations
Installation
Pre-Installation Checklist
Installing MaxOutlook on a Client System
Uninstalling MaxOutlook
Automatic Upgrade
Downgrade Procedure
Getting Started
Logging In
Logging In Remotely
IP Extensions Using IPTalk
When Connection Is Broken
Overview of the Main Window
Status Bar
Call Handling Toolbar
Call Information Panel
Tabbed Pages
Changing Activity Status
Recording Activity Greetings
Turning Do Not Disturb On and Off
Searching in the Tabbed Windows
Customizing the Display
Performing Other Microsoft Outlook Tasks
Returning to MaxOutlook
Exiting and Restarting MaxOutlook
Handling Calls with MaxOutlook
Answering Calls
Dialing Out
Shortcut-Key Dialing and Smart Tag Dialing
Dialing Speed Dial Numbers
Redialing
Placing Calls on Hold
Using Call Waiting
Transferring Calls
Conference Calls
Station Conferencing
MeetMe Conference
Working in the MeetMe Conference Window
Creating a Meeting
E-mailing a Meeting Invitation
Starting and Stopping a Meeting
What the MeetMe Conference Host Can Do
Continuing a Meeting Beyond Its Duration Time
Joining a MeetMe Conference
Recording Calls
Recording on Demand
Using Account Codes
Using Voice Mail
Dealing with Voice Mail
Save at Remote Server or Export Locally
Deleting Messages
Returning a Call
Attaching a Note
Forwarding Voice Mail
Monitoring the Activity of Other Extensions
Choosing Extensions to Monitor
Reading the Monitor List
Calling a Monitored Extension
Viewing the Call History
Using the Contacts Tab
Configuring MaxOutlook
General Information
Configuring Microsoft Office programs to show Max Smart Tag
Enabling / Disabling the Max Smart Tag in Internet Explorer
Call Handling
One Number Access (ONA)
Before You Set Up ONA
Setting Up One Number Access
Message Notification
Working with Voice Mail Groups (Distribution Lists)
Working on Voice Mail Group Lists
Call Alert Options
Voice Mail Play Options
CRM Integration
Tab Layout
IPTalk
Log
Using MaxCall
Logging in to MaxCall
The MaxCall Tab
Using a Phrase
Recording a Phrase
Reviewing a Phrase
Errors and Troubleshooting
Troubleshooting IP Connectivity from a Remote Location
Index
MaxOutlook Manual
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Call Handling
E-mail a contac
t — Click a contact’s e-mail address to send an e-mail to
the contact.
View the contac
t’s informati
on
— Right-click on a contact to pop up the
Microsoft Outlook contact window for this contact.
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