Managing Calls
The
'Business Communicator' window offers you various tools that you can use to manage your calls:
- To put a call on hold, highlight it in the Call list and click the [Hold] button. To continue with the call, highlight it again and click the [Hold] button again. If another call is in progress, it will be put on hold automatically.
- To transfer a call, first highlight it in the Call list and click the [Hold] button. Then find and highlight the person to whom you want to transfer the call in the Contact list and then click the appropriate number or address in the Contact Method list (for example, if you are transferring a Skype call, click the person's Skype name in the Contact Method list). Finally, click the [Transfer] button. Note that you cannot transfer Skype calls that you initiated. You can only transfer Skype calls that you received.
Remember that the Contact list is a list of records in the Contact register. Therefore, to transfer a call to another member of staff, that member of staff must have their own record in the Contact register, and this record must be connected to their Person record using the Contact Code field. If you have more than one Company in your database, the Contact list will list the records in the Contact register in the Company you are currently working in.
- To open a conference call (a call with more than two participants), follow these steps:
- Make or receive a call.
- Put the call on hold.
- Make or receive a second call.
- Click the [Conference] button.
If all calls are on hold, the conference call will not start: you must have one call in progress to open the conference call.
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