Transfer Dialog Box

Requirements: Access Control Rights determine which Attendant Profiles, Workgroup Queues and Station Queues are available as transfer targets. By default, the Transfer dialog box searches the Company Directory, and the appropriate Attendant Profiles, Workgroup Queues, and Station Queues for matching names and numbers. Your system administrator can use Interaction Administrator to create or change the server parameter, TransferDialogDirectories, to include additional directories in the search.

The Transfer dialog box enables you to locate and select the recipient of a transferred interaction, using the search criteria you prefer. Then you can easily start the transfer by clicking a button.

Using the Transfer dialog box

Warning: Perform a consult transfer only when you need to speak with both parties before completing the transfer. If this is not necessary, perform a blind transfer. Using a consult transfer to transfer a call to an attendant profile or to an agent's voice mail is not a supported feature. This may result in the original caller being sent to the default attendant profile. For more information about blind transfers, see Transfer a Call Without Consulting the Recipient.

As you type the recipient’s name or number in the Transfer To text box, a drop-down list of choices appears.

Selecting “Dial 'your entry' as Digits” converts a text entry into numbers that Interaction Client dials.
Selecting a contact name from the drop-down list causes Interaction Client to dial the associated extension or phone number.

You control the types of information used to find a match.

Use the Options drop-down list to filter the contact search. You can choose to search any combination of Users, Workgroups, Standalone Phones, Station Queues, Station Groups, or Attendant Profiles.

Requirements: Search Station Queues and Search Workgroup Queues Access Control rights determine which station and workgroup queues are available as transfer targets.

As you type in the Transfer to text box, the selections you made in the Options drop-down list determine which information is used to find a match.

Note: These search criteria are saved and available for future transfers.

Status Information for Transfer recipient

After you select the transfer recipient, the Transfer dialog box displays the user status information if he or she is an Interaction Client user. This includes current user status, whether the user is logged on or on the phone. This can help you decide what kind of call transfer to use.