Tray menu

The tray menu is accessed by right-clicking on the Xarios CRM Communicator for PC icon which is a green square (or red if you're on a call or yellow if a call is on hold).

      

Note:In Windows 7 and above, some tray icons become hidden and expressly have to be shown. These settings are stored in the "Notification Area Icons" part of the Windows Control Panel.

At the bottom of the tray menu is a text box where users can enter text or numbers to search for in all of the integrated applications.

Results are displayed directly in the tray menu as text is typed into the text box. Calls can be made to any contacts that are found by clicking on the number displayed in the results.

Clicking on the icons down the left-hand side of the tray menu displays the various sections of the tray menu.

Menu

From this section, users can access the other parts of Xarios CRM Communicator for PC by clicking on the appropriate option.

Related topic: Phone window

Related topic: Presence window

Related topic: Address Book window

Related topic: Call History window

Related topic: Telephony settings

Help

Click this option to open the software's online help in your default internet browser. Double-click on the option you would like to view.

When this section of the menu is being viewed, the search text box is used to find words or phrases within the online help.

Recent calls

Quickly see recently dialed numbers, and click to redial them.

Availability

Change your status as it appears to other users of the software. Can be automatically set if Microsoft Outlook integration is enabled.

Features

Setup DND and Call Forwarding on your extension.

Exit

Use this to unload the software.