User guide

Incoming call indicators 4-11
Chapter 4: Receiving and Handling Calls in ViewPoint
Wave ViewPoint User Guide
Entering an account code for a call
While on a call, you can enter an account code for the call or change the one already entered.
1. Select the call, and then choose
Actions > Enter Account Code.
2. Enter an account code. You can enter numbers, letters, or other characters.
3. Click
OK.
You can also enter an account code from the Call Log after the call is complete. See “Entering
an account code for a Call Log entry” on page 7-8.
Adding notes to a call
While a call is visible in your Call Monitor folder, you can type notes about the call in the Notes
Pane. If the Notes Pane is not showing, click
Notes in the bottom pane.
If the call is transferred to someone else, notes that you created about the call are sent with the
call (for example, you can add a note such as “Customer wants to track invoice #123987” before
transferring the call to your shipping department). When the call is complete, you can view or
edit the notes for the call in the Call Log folder (see Chapter 7, “Using the Call Log Folder” ).
Incoming call indicators
When you receive a call, a popup indicator appears, displaying who is calling by phone number
and name, if available.
Right-click the indicator for a shortcut menu of call-handling commands such as
Take Call and
Take Message. Double-click the indicator to bring ViewPoint to the front of your desktop.