The Transfer Assistant helps in speedy call transfers by providing you with the most likely transfers that a caller might want.
To turn on or turn off Transfer Assistant
From the Directories menu, choose Transfer Assistant on Answer.
A check mark indicates that Transfer Assistant is enabled.
Note: Transfer Assistant on Answer is unavailable in the Directories menu if Call History is not enabled. See Options (Call History).
To Transfer an Answered Call
Double-click on the desired party in the Transfer Assistant area.
The caller is automatically placed on Consultation Hold while you complete the transfer.
Press Release(+ key) or
or
press the Answer/Release button on your
headset.
How the Transfer Assistant Shows Calls
When you answer a call, a list of possible transfer destinations is displayed in the Transfer Assistant panel above the Source and Destination panels. Double-click the transfer destination name that matches the caller's requested destination. The call is handled according to the Transfer Mode selected.
The Transfer Assistant panel displays a combination of the Most Recent and the Most Frequent destinations for the caller and the Most Often transfer destinations recorded in the Call History database.
The transfer destinations are taken from the Call History database as follows:
The eight Most Recent transfer destinations and the eight Most Frequent transfer destinations for the caller are determined.
Duplicate entries are removed and the number of Transfer Assistant tiles that can be displayed is calculated.
If there is space for additional tiles, the Most Often transfer destinations are also added.
The tiles displayed are sorted by name:
Most Recent and Most Frequent transfer destinations for the caller are displayed in black font.
Most Often transfer destinations are displayed in blue font.
To disable the Most Often destinations on your Transfer Assistant display, right-click the Transfer Assistant area when there are no tiles presented, and select Display Callers' Transfer Destinations Only.