When you click the Change Settings button in the Client Dial dialog box, the Client Settings dialog box appears. You can change your Live Help user name and make changes to the Phone Book.
You can edit your Live Help user name in this field. The name can be up to 16 characters.
This area lists your Phone Book entries. Below the list is a Note field for the selected entry. You can add, edit, or delete entries.
With edit and delete, you must first click on an entry to select it then click the appropriate button.
More information on adding entries and making changes to your Phone Book is given in the following section "Adding and Editing Phone Book Entries".
Once you have made all the desired changes, click the OK button. Click Cancel to close the dialog box without saving any changes you made to the Name field. If you made any Phone Book changes, they are already saved.
When you use Client Dial to participate in support sessions, you can add someone to your Live Help Phone Book or edit an existing entry.
In the Phone Book Entry dialog box, three fields appear:
Enter the person's name as you want it to appear in your Phone Book list.
Enter the telephone number. If you are not using Dialing Rules, include any pre-dial numbers (for example a "1" for long distance, or a "9" for an outside line). To improve readability, you can include spaces and dashes to separate the digits of the telephone number, for example: 555-1234.
You can type a note for the entry, such as "New York office". In the Client Dial dialog, the note displays below the Phone Book list for the entry you have selected.
When you have finished entering the information, click the OK button to write the entry into your Phone Book. Click Cancel to close the dialog box without saving any changes.
